AXP icon

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 %
1C
526
1623 Capital
Virginia
$4.01M +$4.01M +32,233 New
CT
527
Chicago Trust
Illinois
$3.98M -$11.5K -92 -0.3%
Wealthfront Advisers
528
Wealthfront Advisers
California
$3.98M -$56.9K -457 -1%
BP
529
BBR Partners
New York
$3.98M +$3.73M +29,989 +1,539%
LSERS
530
Louisiana State Employees Retirement System
Louisiana
$3.97M -$99.6K -800 -2%
TAM
531
Taurus Asset Management
New York
$3.97M -$95.2K -765 -2%
FRAF
532
Första AP-fonden
Sweden
$3.96M -$174K -1,400 -4%
IAA
533
Independent Advisor Alliance
North Carolina
$3.94M +$3.16M +25,385 +405%
JIM
534
Jupiter Investment Management
United Kingdom
$3.87M -$19.7M -158,295 -84%
MCM
535
MAI Capital Management
Ohio
$3.85M +$3.04M +24,384 +374%
PBC
536
Pavion Blue Capital
California
$3.84M +$3.84M +30,813 New
ACC
537
Accident Compensation Corp
New Zealand
$3.81M +$249K +2,000 +7%
MME
538
Meag Munich Ergo
Germany
$3.8M -$2.44M -19,629 -39%
GCA
539
Guardian Capital Advisors
Ontario, Canada
$3.78M +$124K +963 +3%
HCM
540
Hutner Capital Management
Vermont
$3.76M -$50.5K -406 -1%
PPSG
541
Princeton Portfolio Strategies Group
New Jersey
$3.76M -$6.6K -53 -0.2%
SCM
542
Silvant Capital Management
Georgia
$3.7M -$39K -313 -1%
PGIM
543
Pacific Global Investment Management
California
$3.68M +$21.2K +170 +0.6%
SIM
544
Spark Investment Management
New York
$3.66M +$3.41M +27,400 +1,370%
CB
545
Cadence Bank
Mississippi
$3.63M -$124 -1 -0%
OCM
546
One Capital Management
California
$3.61M +$124K +997 +4%
MUAMU
547
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.61M -$249K -2,000 -6%
SLI
548
Sumitomo Life Insurance
Japan
$3.6M +$175K +1,409 +5%
CCM
549
Coldstream Capital Management
Washington
$3.6M -$35.6K -286 -1%
DZ Bank
550
DZ Bank
Germany
$3.56M -$21.4M -172,241 -86%
20 21
22
23 24