American Express
AXP
1,677 hedge funds and large institutions have $85.7B invested in American Express in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 533 increasing their positions, 624 reducing their positions, and 83 closing their positions.
145% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 83
6% more funds holding
Funds holding: 1,581 → 1,677 (+96)
4% more capital invested
Capital invested by funds: $82.4B → $85.7B (+$3.32B)
0.09% more ownership
Funds ownership: 84.05% → 84.14% (+0.09%)
4% less funds holding in top 10
Funds holding in top 10: 55 → 53 (-2)
15% less repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 624
38% less call options, than puts
Call options by funds: $623M | Put options by funds: $1.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$353M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$191M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$187M |
| 4 |
ClearBridge Investments
New York
|
+$102M |
| 5 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$92.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$436M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$375M |
| 3 |
BlackRock
New York
|
-$309M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$239M |
| 5 |
Renaissance Technologies
New York
|
-$232M |
AXP Hedge Fund Activity: Q4 2019 in Review
1,677 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2019, worth a combined $85.7B — up 4% from $82.4B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new AXP positions and 83 closed out — a net gain of 120 holders — while 533 added to existing stakes and 624 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $353M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $436M.
- 1,677 institutional investors held American Express (AXP) as of Q4 2019, up from 1,581 in Q3 2019.
- Funds reported $85.7B of American Express stock for Q4 2019, up 4% quarter-over-quarter.
- 203 funds opened new American Express positions in Q4 2019 and 83 closed out, a net change of +120 holders.
- The largest American Express buyer in Q4 2019 was Wellington Management Group, an estimated $353M added.
- The largest American Express seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2019.