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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
+$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$332M
4
Harris Associates
Harris Associates
Illinois
+$176M
5
Morgan Stanley
Morgan Stanley
New York
+$134M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$771M
2
FPP
Findlay Park Partners
United Kingdom
-$314M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
4
TP
Theleme Partners
United Kingdom
-$146M
5
Parnassus Investments
Parnassus Investments
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
201
Rothschild & Co Asset Management US
Connecticut
$19.3M -$15.5M -180,974 -45%
AA
202
ALPS Advisors
Colorado
$19.3M +$6.34M +74,042 +49%
PAM
203
Panagora Asset Management
Massachusetts
$19.3M -$24.3M -283,328 -56%
Nomura Asset Management
204
Nomura Asset Management
Japan
$19.3M +$1.69M +19,788 +10%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.3M +$3.68M +42,983 +24%
HIMC
206
Heritage Investors Management Corp
Maryland
$18.9M -$328K -3,826 -2%
ERSOT
207
Employees Retirement System of Texas
Texas
$18.6M +$1.37M +16,060 +8%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$18.2M +$669K +7,809 +4%
AAM
209
Advisors Asset Management
Colorado
$18.1M +$410K +4,788 +2%
CIM
210
Confluence Investment Management
Missouri
$18.1M +$1M +11,700 +6%
ACM
211
Aquamarine Capital Management
New York
$18M -$1.06M -12,430 -6%
FAF
212
Fjarde Ap-fonden
Sweden
$18M -$993K -11,600 -5%
M&T Bank
213
M&T Bank
New York
$17.7M -$243K -2,833 -1%
ZIC
214
ZWJ Investment Counsel
Georgia
$17.4M +$1.38M +16,133 +9%
ZIM
215
Zacks Investment Management
Illinois
$17.4M -$229K -2,679 -1%
Ensign Peak Advisors
216
Ensign Peak Advisors
Utah
$17.3M -$522K -6,099 -3%
ESBC
217
E.S. Barr & Co
Kentucky
$17.3M -$89.9K -1,050 -0.5%
RMA
218
Roffman Miller Associates
Pennsylvania
$16.8M +$9.59K +112 +0.1%
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$16.4M +$3.17M +37,018 +24%
CIBC World Market
220
CIBC World Market
Ontario, Canada
$16.4M +$1.26M +14,667 +8%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$15.9M +$1.61M +18,789 +11%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$15.7M -$2.17M -25,336 -12%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$15.5M -$4.07M -47,594 -21%
CS
224
Central Securities
New York
$15.4M – – –
UCFA
225
United Capital Financial Advisors
Texas
$15.3M -$590K -6,895 -4%
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