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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
+$368M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
4
ClearBridge Investments
ClearBridge Investments
New York
+$107M
5
LP
Longview Partners
Guernsey
+$96.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$454M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$391M
3
BlackRock
BlackRock
New York
-$322M
4
Renaissance Technologies
Renaissance Technologies
New York
-$241M
5
PP
Prudential plc
United Kingdom
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMC Chicago
451
IMC Chicago
Illinois
$5.87M +$5.87M +47,167 New
OAM
452
Oppenheimer Asset Management
New York
$5.85M +$212K +1,702 +4%
BBHC
453
Brown Brothers Harriman & Co
New York
$5.84M -$160K -1,283 -3%
SJL
454
Shayne & Jacobs LLC
Tennessee
$5.82M +$32.6K +262 +0.6%
FCT
455
Family Capital Trust
Massachusetts
$5.78M -$1.25K -10 -0%
RAM
456
RK Asset Management
Michigan
$5.75M -$114K -915 -2%
EWA
457
EP Wealth Advisors
California
$5.68M -$111K -894 -2%
EGA
458
Eagle Global Advisors
Texas
$5.68M +$5.46M +43,850 +2,510%
MPA
459
Marvin & Palmer Associates
Delaware
$5.66M -$111K -890 -2%
PFO
460
Pathstone Family Office
New Jersey
$5.65M +$48.6K +39 +0.9%
SFA
461
Sequoia Financial Advisors
Ohio
$5.64M +$87.2K +700 +2%
GIM
462
Goelzer Investment Management
Indiana
$5.49M -$63.4K -509 -1%
KWILP
463
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.44M +$4.68M +37,586 +616%
WAM
464
Winslow Asset Management
Ohio
$5.41M -$23.9K -192 -0.4%
COPPSERS
465
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.38M -$48.2K -387 -0.9%
SIM
466
Sentry Investment Management
Wisconsin
$5.38M – – –
CGH
467
Crossmark Global Holdings
Texas
$5.38M -$156K -1,253 -3%
CIA
468
Choate Investment Advisors
Massachusetts
$5.32M – – –
DADC
469
D.A. Davidson & Co
Montana
$5.32M +$599K +4,812 +13%
GIA
470
GHP Investment Advisors
Colorado
$5.28M +$258K +2,076 +5%
CTC
471
Central Trust Company
Missouri
$5.27M +$147K +1,179 +3%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$5.24M -$181K -1,450 -3%
PA
473
Perennial Advisors
New York
$5.21M +$37.6K +302 +0.7%
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$5.17M +$231K +1,856 +5%
HL
475
HeadInvest LLC
Maine
$5.16M -$41.1K -330 -0.8%
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