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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 %
BFEC
576
Benjamin F. Edwards & Company
Missouri
$3.21M +$106K +848 +3%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$3.2M +$226K +1,817 +8%
AP
578
Advisor Partners
California
$3.2M +$10.1K +78 +0.3%
OWD
579
Osborn Williams & Donohoe
Ohio
$3.17M -$775K -6,226 -20%
VCA
580
Verdence Capital Advisors
Maryland
$3.14M +$578K +4,643 +23%
CIC
581
Cornercap Investment Counsel
Georgia
$3.14M +$3.14M +25,228 New
OCM
582
Olstein Capital Management
New York
$3.13M – – –
TAM
583
Tradition Asset Management
Virginia
$3.12M +$43.6K +350 +1%
FG
584
Fiduciary Group
Georgia
$3.1M -$49.6K -398 -2%
GIA
585
Granite Investment Advisors
New Hampshire
$3.09M -$26.8K -215 -0.9%
FMTC
586
Farmers & Merchants Trust Company
California
$3.07M +$25.8K +207 +0.8%
CAN
587
Cetera Advisor Networks
California
$3.05M +$776K +6,273 +34%
DWM
588
Darwin Wealth Management
Florida
$3.03M +$233K +1,868 +8%
SC
589
SouthState Corp
Florida
$2.98M +$8.84K +71 +0.3%
CCM
590
Covington Capital Management
California
$2.97M -$25.6K -206 -0.9%
SM
591
Sciencast Management
New Jersey
$2.96M +$1.83M +14,467 +162%
BIAS
592
Beacon Investment Advisory Services
New Jersey
$2.92M +$375K +3,015 +15%
SCA
593
Snowden Capital Advisors
New York
$2.91M +$8.96K +72 +0.3%
HTC
594
Haverford Trust Company
Pennsylvania
$2.9M -$65.2K -524 -2%
AP
595
Adero Partners
California
$2.88M +$2.88M +23,148 New
GI
596
Gradient Investments
Minnesota
$2.87M +$1.13M +9,038 +64%
GIM
597
Grassi Investment Management
California
$2.87M – – –
SW
598
SVB Wealth
Massachusetts
$2.87M -$855K -6,864 -23%
RC
599
RBF Capital
California
$2.86M – – –
FHB
600
First Hawaiian Bank
Hawaii
$2.82M -$216K -1,735 -7%
22 23
24
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