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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.

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 %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$545M +$199M +1,601,785 +58%
American Century Companies
27
American Century Companies
Missouri
$541M +$1.82M +14,628 +0.3%
First Eagle Investment Management
28
First Eagle Investment Management
New York
$520M -$17.1M -137,420 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$519M +$8.73M +70,097 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$487M -$42.4M -340,226 -8%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$480M -$2.74M -21,976 -0.6%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M -$454M -3,645,945 -49%
Charles Schwab
33
Charles Schwab
California
$423M +$1.22M +9,785 +0.3%
ECU
34
Egerton Capital (UK)
United Kingdom
$407M -$33.2M -266,316 -8%
Wells Fargo
35
Wells Fargo
California
$401M +$6.71M +53,940 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$370M +$42.4M +340,385 +13%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$369M -$795K -6,383 -0.2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$365M +$2.97M +23,948 +0.8%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$354M +$49M +393,533 +16%
FPP
40
Findlay Park Partners
United Kingdom
$314M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$305M -$1.96M -15,753 -0.6%
PPA
42
Parametric Portfolio Associates
Washington
$303M -$2.03M -16,268 -0.7%
EVM
43
Eaton Vance Management
Massachusetts
$300M +$374 +3 +0%
Allianz Asset Management
44
Allianz Asset Management
Germany
$298M -$7.49M -60,184 -2%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275M -$9.24M -74,250 -3%
UBS Group
46
UBS Group
Switzerland
$252M -$14.8M -118,821 -6%
Fayez Sarofim & Co
47
Fayez Sarofim & Co
Texas
$227M -$11.3M -90,443 -5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$208M +$77.3M +620,542 +59%
TAM
49
Troy Asset Management
United Kingdom
$206M +$12.4M +99,400 +6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$202M +$377K +3,030 +0.2%
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