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American Express
AXP

Overview Fund Activity

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M

Top Buyers

1
LP
Longview Partners
Guernsey
$810M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
3
Viking Global Investors
Viking Global Investors
Connecticut
$332M
4
Harris Associates
Harris Associates
Illinois
$176M
5
Morgan Stanley
Morgan Stanley
New York
$661M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B
2
FPP
Findlay Park Partners
United Kingdom
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$172M
4
TP
Theleme Partners
United Kingdom
$0
5
Parnassus Investments
Parnassus Investments
California
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$27.3M +$1.64M +19,200 +6%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$26.6M +$775K +9,048 +3%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$25.9M +$525K +6,137 +2%
Brown Advisory
179
Brown Advisory
Maryland
$25.8M -$626K -7,312 -2%
TBC
180
Tweedy, Browne Co
Connecticut
$25.8M +$1.99M +23,262 +8%
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
$24.2M +$9.61M +112,272 +66%
AIG
182
American International Group
New York
$22.9M +$23.1K +270 +0.1%
ET
183
Equitable Trust
Tennessee
$22.8M -$11.9M -138,919 -34%
SG Americas Securities
184
SG Americas Securities
New York
$22.8M +$5.9M +68,915 +35%
TAM
185
Todd Asset Management
Kentucky
$22.7M +$1.16M +13,558 +5%
SEI Investments
186
SEI Investments
Pennsylvania
$22.4M +$3.33M +39,217 +17%
DIA
187
Dana Investment Advisors
Wisconsin
$22.4M +$599K +6,992 +3%
EIP
188
Epoch Investment Partners
New York
$22.4M +$10.3M +120,332 +85%
ProShare Advisors
189
ProShare Advisors
Maryland
$21.9M -$7.71M -90,111 -26%
PI
190
PGGM Investments
Netherlands
$21.8M +$548K +6,400 +3%
PMG
191
Private Management Group
California
$21.4M +$680K +7,938 +3%
VDI
192
Vaughan David Investments
Illinois
$21M -$301K -3,520 -1%
Aviva
193
Aviva
United Kingdom
$20.8M -$206K -2,405 -1%
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$20.1M +$20M +233,219 +15,134%
RG
195
Renaissance Group
Kentucky
$19.8M -$9.67K -113 -0%
AIA
196
Avalon Investment & Advisory
Texas
$19.7M +$2.64M +30,867 +16%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$19.6M -$5.86M -68,506 -23%
CK
198
Cohen Klingenstein
New York
$19.6M – – –
Neuberger Berman Group
199
Neuberger Berman Group
New York
$19.6M -$53.9M -630,976 -73%
DWA
200
Douglass Winthrop Advisors
New York
$19.3M -$528K -6,173 -3%
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