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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 %
LCM
626
Laurion Capital Management
New York
$2.5M +$66K +530 +3%
AF
627
Ally Financial
Michigan
$2.49M +$2.49M +20,000 New
EHWM
628
Eads & Heald Wealth Management
Georgia
$2.47M +$15.1K +121 +0.6%
PFSC
629
Peoples Financial Services Corp
Pennsylvania
$2.47M -$642K -5,159 -21%
ODCM
630
Old Dominion Capital Management
Virginia
$2.46M -$113K -909 -4%
MCP
631
Martin Capital Partners
Oregon
$2.46M +$87.4K +702 +4%
PA
632
Profund Advisors
Maryland
$2.46M -$157K -1,261 -6%
AR
633
Advisory Research
Illinois
$2.44M -$21.5K -173 -0.9%
ADL
634
Asset Dedication LLC
California
$2.44M +$366K +2,959 +18%
CA
635
Clearstead Advisors
Ohio
$2.43M -$111K -893 -4%
V
636
ValueWorks
New York
$2.43M -$60.3K -484 -2%
SWP
637
Stratos Wealth Partners
Ohio
$2.39M +$16.8K +135 +0.7%
ACM
638
Azimuth Capital Management
Michigan
$2.39M +$13.7K +110 +0.6%
UB
639
UMB Bank
Missouri
$2.39M -$15.6K -125 -0.6%
AWM
640
Avior Wealth Management
Nebraska
$2.38M -$138K -1,108 -5%
CC
641
Courier Capital
New York
$2.36M -$51K -399 -2%
SKK
642
Shepherd Kaplan Krochuk
Massachusetts
$2.36M – – –
PT
643
Plimoth Trust
Massachusetts
$2.35M -$2.86K -23 -0.1%
Primecap Management
644
Primecap Management
California
$2.34M -$14.7M -118,300 -86%
Lido Advisors
645
Lido Advisors
California
$2.34M +$99.1K +796 +4%
PH
646
Pinnacle Holdings
Oklahoma
$2.33M -$747 -6 -0%
CI
647
Cigna Investments
Connecticut
$2.32M -$282K -2,168 -11%
USAA
648
United Services Automobile Association
Texas
$2.32M -$977K -7,851 -30%
HIM
649
HawsGoodwin Investment Management
Tennessee
$2.31M +$2.31M +18,520 New
PCI
650
Pacifica Capital Investments
Texas
$2.29M -$996 -8 -0%
24 25
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