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

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
BlackRock
New York
$5.35B
4
Renaissance Technologies
Renaissance Technologies
New York
$2.7M
5
PP
Prudential plc
United Kingdom
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
301
Hancock Whitney
Mississippi
$14.4M -$747K -6,000 -5%
QIM
302
Quantitative Investment Management
Virginia
$14.3M +$5.92M +47,525 +71%
EP
303
Edgestream Partners
New Jersey
$14.1M +$9.03M +72,516 +180%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$14M -$12M -95,938 -46%
MAM
305
Madison Asset Management
Wisconsin
$13.7M +$13.7M +110,405 New
Rafferty Asset Management
306
Rafferty Asset Management
New York
$13.7M +$827K +6,643 +6%
Two Sigma Investments
307
Two Sigma Investments
New York
$13.7M +$4.86M +39,058 +55%
AB
308
Amalgamated Bank
New York
$13.6M +$426K +3,420 +3%
FT
309
Fiduciary Trust
Massachusetts
$13.6M -$900K -7,226 -6%
WF
310
Welch & Forbes
Massachusetts
$13.5M +$1.16M +9,321 +9%
CCM
311
Chilton Capital Management
Texas
$13.5M +$21.4K +172 +0.2%
BCWM
312
Bartlett & Co Wealth Management
Ohio
$13.4M +$8.47K +68 +0.1%
QP
313
Quilter Plc
United Kingdom
$13.3M +$13.3M +106,949 New
KBC Group
314
KBC Group
Belgium
$13.3M -$411K -3,304 -3%
NCM
315
Noesis Capital Mangement
Florida
$13.3M +$182K +1,463 +1%
PA
316
Pinnacle Associates
New York
$13M +$301K +2,414 +2%
PIA
317
Piedmont Investment Advisors
North Carolina
$12.9M +$224K +1,803 +2%
KeyBank National Association
318
KeyBank National Association
Ohio
$12.6M +$417K +3,351 +3%
CTA
319
Chesley Taft & Associates
Illinois
$12.5M +$126K +1,015 +1%
GAM
320
Gotham Asset Management
New York
$12.5M +$3.17M +25,448 +34%
DCM
321
Dupont Capital Management
Delaware
$12.5M +$1.53M +12,326 +14%
SAM
322
Silvercrest Asset Management
New York
$12.5M +$67.7K +544 +0.5%
BFA
323
Bragg Financial Advisors
North Carolina
$12.3M +$127K +1,020 +1%
TAM
324
Tocqueville Asset Management
New York
$12.3M -$495K -3,975 -4%
SCM
325
Shelton Capital Management
Colorado
$12.2M +$2.55M +20,520 +27%
11 12
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