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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 %
CPA
551
Capital Planning Advisors
California
$3.56M +$235K +1,885 +7%
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54M -$6.87M -55,178 -66%
WIA
553
Wealthstreet Investment Advisors
Texas
$3.52M – – –
LIA
554
LS Investment Advisors
Michigan
$3.52M +$17.1K +137 +0.5%
RWM
555
Rench Wealth Management
Texas
$3.52M +$66.6K +535 +2%
SMH
556
Sanders Morris Harris
Texas
$3.51M +$577K +4,650 +20%
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.48M -$11.2K -90 -0.3%
AS
558
Altshuler Shaham
Israel
$3.47M +$130K +1,047 +4%
IEFM
559
IQ EQ Fund Management
Ireland
$3.44M +$893K +7,174 +35%
CSS
560
Cubist Systematic Strategies
Connecticut
$3.44M -$2.91M -23,384 -46%
BCM
561
Birmingham Capital Management
Alabama
$3.43M -$79.1K -635 -2%
BAM
562
Barrett Asset Management
New York
$3.39M -$1.01M -8,149 -23%
MYLI
563
Meiji Yasuda Life Insurance
Japan
$3.39M +$393K +3,157 +13%
RIM
564
Rampart Investment Management
Connecticut
$3.39M -$200K -1,610 -6%
RBA
565
Richard Bernstein Advisors
New York
$3.38M -$901K -7,235 -21%
RJT
566
Raymond James Trust
Florida
$3.37M -$54.5K -438 -2%
FIM
567
Freedom Investment Management
Connecticut
$3.36M +$341K +2,741 +11%
FMWA
568
Forvis Mazars Wealth Advisors
Missouri
$3.35M +$12.7K +102 +0.4%
KIA
569
KCM Investment Advisors
California
$3.31M +$80K +643 +2%
FNT
570
First National Trust
Pennsylvania
$3.31M -$187K -1,501 -5%
WSCM
571
Wellington Shields Capital Management
New York
$3.27M +$49.8K +400 +2%
SCA
572
Stokes Capital Advisors
South Carolina
$3.27M +$13.2K +106 +0.4%
CAM
573
Cresset Asset Management
Illinois
$3.27M +$1.97M +15,796 +151%
NMIMC
574
Northwestern Mutual Investment Management Company
Wisconsin
$3.25M +$19.3K +155 +0.6%
CIP
575
Chartwell Investment Partners
Pennsylvania
$3.23M -$1.17M -9,367 -27%
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