AXP icon

American Express
AXP

Overview Fund Activity

1,673 hedge funds and large institutions have $85.7B invested in American Express in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 533 increasing their positions, 623 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+95
Holders Change %
+6.02%
% of All Funds
33.04%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
1.05%
New
202
Increased
533
Reduced
623
Closed
83
Calls
$623M
Puts
$1.01B
Net Calls
-$384M
Net Calls Change
-$81.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$545M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$674M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$852M
5
LP
5
Longview Partners
Guernsey
$96.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
3
BlackRock
New York
$5.35B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.7M
5
PP
5
Prudential plc
United Kingdom
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
226
Confluence Investment Management
Missouri
$24.7M -$796K -6,447 -3%
SG Americas Securities
227
SG Americas Securities
New York
$24.6M +$13M +104,811 +113%
RMA
228
Roffman Miller Associates
Pennsylvania
$24.5M -$135K -1,088 -0.6%
FGP
229
Foyston, Gordon, & Payne
Ontario, Canada
$23.8M +$1.02M +8,212 +4%
NLGIA
230
Nippon Life Global Investors Americas
New York
$23.6M +$1.53M +12,270 +7%
CBUSF
231
Construction & Building Unions Superannuation Fund
Australia
$23.4M -$3.53M -28,361 -13%
Calamos Advisors
232
Calamos Advisors
Illinois
$23.4M -$346K -2,777 -1%
ZIC
233
ZWJ Investment Counsel
Georgia
$23.3M -$1.73M -13,895 -7%
UCFA
234
United Capital Financial Advisors
Texas
$23.2M +$763K +6,128 +3%
Skandinaviska Enskilda Banken (SEB)
235
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.6M +$3.68M +29,521 +19%
CS
236
Central Securities
New York
$22.4M – – –
RFC
237
Regions Financial Corp
Alabama
$22.3M -$393K -3,160 -2%
MIM
238
MetLife Investment Management
New Jersey
$22.2M -$859K -6,897 -4%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$22.1M -$20.2M -161,909 -48%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$22M +$18.3M +147,282 +505%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$21.6M -$649K -5,216 -3%
MIS
242
Morningstar Investment Services
Illinois
$21.6M -$427K -3,430 -2%
Comerica Bank
243
Comerica Bank
Texas
$21.4M -$265K -1,992 -1%
SAM
244
Shell Asset Management
Netherlands
$21.4M +$332K +2,669 +2%
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$21.2M +$7.74M +62,185 +57%
HLCM
246
Hi-Line Capital Management
South Dakota
$21.2M +$69K +554 +0.3%
CFB
247
Cullen/Frost Bankers
Texas
$21.1M -$1.04M -8,389 -5%
TIP
248
Torray Investment Partners
Maryland
$20.9M -$4.63M -37,222 -18%
FMI
249
Factory Mutual Insurance
Massachusetts
$20.8M +$20.8M +167,000 New
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$20.7M +$371K +2,983 +2%
8 9
10
11 12