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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 %
BFM
601
Boston Financial Management
Massachusetts
$2.79M -$123K -990 -4%
PSUF
602
People's United Financial
Connecticut
$2.79M +$170K +1,363 +6%
NEAM
603
New England Asset Management
Connecticut
$2.78M – – –
RG
604
Rathbones Group
United Kingdom
$2.76M +$1.07M +8,590 +63%
BW
605
Bison Wealth
Georgia
$2.75M -$23.7K -190 -0.9%
GFPC
606
Global Financial Private Capital
Florida
$2.74M -$174K -1,400 -6%
GD
607
Grandfield & Dodd
New York
$2.74M -$43.1K -346 -2%
Fiera Capital (Canada)
608
Fiera Capital (Canada)
Quebec, Canada
$2.71M -$790K -6,348 -23%
AIA
609
Affinity Investment Advisors
California
$2.71M – – –
Renaissance Technologies
610
Renaissance Technologies
New York
$2.7M -$241M -1,938,800 -99%
RC
611
Roundview Capital
New Jersey
$2.69M +$161K +1,297 +6%
MCM
612
Murphy Capital Management
New Jersey
$2.68M +$69.1K +555 +3%
VIA
613
Vident Investment Advisory
Georgia
$2.68M +$2.32M +18,665 +653%
FMT
614
First Mercantile Trust
Tennessee
$2.67M -$88.3K -709 -3%
BWAM
615
Boyd Watterson Asset Management
Ohio
$2.65M -$193K -1,547 -7%
GWM
616
Geneos Wealth Management
Colorado
$2.63M +$326K +2,603 +14%
BOS
617
Bank of Stockton
California
$2.63M -$144K -1,159 -5%
PTC
618
Philadelphia Trust Company
Pennsylvania
$2.61M -$122K -980 -4%
TW
619
Transform Wealth
Colorado
$2.6M -$11.8K -95 -0.5%
SAIG
620
Semper Augustus Investments Group
Colorado
$2.57M – – –
ACA
621
Aptus Capital Advisors
Alabama
$2.56M +$2.29M +18,444 +844%
CFM
622
Coronation Fund Managers
South Africa
$2.55M +$2.55M +20,492 New
HT
623
HighTower Trust
Texas
$2.54M – – –
AWM
624
AE Wealth Management
Kansas
$2.53M +$308K +2,473 +14%
AIM
625
Arcadia Investment Management
Michigan
$2.51M +$539K +4,330 +27%
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