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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 %
RB
476
Rodgers Brothers
Pennsylvania
$5.12M +$63.6K +511 +1%
V
477
Veritable
Delaware
$5.12M +$48.4K +389 +1%
ECM
478
Elgethun Capital Management
South Dakota
$5.09M +$63.1K +506 +1%
Mariner
479
Mariner
Kansas
$5.06M +$1.01M +8,084 +25%
NFGCM
480
Norman Fields Gottscho Capital Management
New York
$5.01M -$106K -850 -2%
NCM
481
Narwhal Capital Management
Georgia
$5M +$388K +3,118 +8%
SWM
482
Stockman Wealth Management
Montana
$4.97M -$4.36K -35 -0.1%
JC
483
Jacobs & Co
California
$4.95M -$85.1K -684 -2%
KA
484
Kintegral Advisory
New York
$4.86M – – –
CC
485
Cipher Capital
New York
$4.84M +$114K +916 +2%
MMA
486
Miracle Mile Advisors
California
$4.83M +$17.3K +139 +0.4%
QCG
487
Quadrant Capital Group
Ohio
$4.8M +$38.7K +312 +0.8%
ZCA
488
Zeke Capital Advisors
Pennsylvania
$4.79M -$209K -1,682 -4%
PWP
489
Private Wealth Partners
California
$4.79M +$563K +4,520 +13%
WF
490
WoodTrust Financial
Wisconsin
$4.72M -$1.99K -16 -0%
OAM
491
Origin Asset Management
United Kingdom
$4.71M -$5.09M -40,900 -52%
JAM
492
Jupiter Asset Management
United Kingdom
$4.7M +$44.4K +357 +1%
OMC
493
Overbrook Management Corp
New York
$4.67M -$49.8K -400 -1%
BAC
494
Boys Arnold & Co
North Carolina
$4.66M -$17.9K -144 -0.4%
AUB
495
Atlantic Union Bankshares
Virginia
$4.62M -$28.4K -228 -0.6%
CT
496
Cambridge Trust
Massachusetts
$4.57M +$226K +1,815 +5%
SAM
497
Stansberry Asset Management
Texas
$4.54M +$648K +5,202 +17%
BCV
498
Banque Cantonale Vaudoise
Switzerland
$4.51M +$4.51M +36,177 New
BBVA
499
Banco Bilbao Vizcaya Argentaria
Spain
$4.5M +$4.5M +36,182 New
Simplex Trading
500
Simplex Trading
Illinois
$4.49M +$4.49M +36,044 New
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