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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 %
BFO
651
Boston Family Office
Massachusetts
$2.28M – – –
KCMRT
652
Kemper Corp Master Retirement Trust
Illinois
$2.28M -$464K -3,725 -17%
TCOV
653
Trust Company of Vermont
Vermont
$2.26M -$15.4K -124 -0.7%
LNWWM
654
Laird Norton Wetherby Wealth Management
California
$2.24M -$35K -281 -2%
BB
655
Busey Bank
Illinois
$2.24M +$406K +3,264 +22%
BDWM
656
Brewin Dolphin Wealth Management
Ireland
$2.23M -$24.9K -200 -1%
ASN
657
Advisory Services Network
Georgia
$2.22M +$413K +3,321 +23%
BCM
658
Bluefin Capital Management
New York
$2.21M +$2.21M +17,776 New
COI
659
Connable Office Inc
Michigan
$2.21M +$2.21M +17,748 New
LWS
660
Lucia Wealth Services
California
$2.21M -$41.6K -334 -2%
SAM
661
Sawgrass Asset Management
Florida
$2.2M -$616K -4,950 -22%
BBA
662
BLB&B Advisors
Pennsylvania
$2.18M +$8.22K +66 +0.4%
ACI
663
Alpha Cubed Investments
California
$2.17M -$125K -1,003 -5%
BA
664
Bennicas & Associates
California
$2.16M -$56K -450 -3%
BFIM
665
Beese Fulmer Investment Management
Ohio
$2.16M -$62.2K -500 -3%
AT
666
Arden Trust
Delaware
$2.14M -$139K -1,115 -6%
MVA
667
Mount Vernon Associates
Maryland
$2.12M – – –
WCA
668
Westover Capital Advisors
Delaware
$2.11M -$273K -2,197 -11%
BBWA
669
Bell & Brown Wealth Advisors
California
$2.1M -$43.9K -341 -2%
HCM
670
Howland Capital Management
Massachusetts
$2.1M -$15.2K -122 -0.7%
BFA
671
Brendel Financial Advisors
New Hampshire
$2.09M – – –
PI
672
Putnam Investments
Massachusetts
$2.06M -$34.1K -274 -2%
MCM
673
Mitchell Capital Management
Kansas
$2.06M +$47.5K +382 +2%
WOC
674
West Oak Capital
California
$2.06M -$183K -1,470 -8%
CCFCSB
675
Cape Cod Five Cents Savings Bank
Massachusetts
$2.06M -$151K -1,215 -7%
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