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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 %
CA
676
Callahan Advisors
Texas
$2.04M +$125 +1 +0%
EH
677
Employers Holdings
Nevada
$2.04M -$1.81M -14,571 -47%
JCM
678
Jag Capital Management
Missouri
$2.03M +$5.35K +43 +0.3%
ECM
679
Everence Capital Management
Indiana
$2.03M +$248K +1,990 +14%
AWM
680
Altium Wealth Management
New York
$2.03M +$67K +538 +3%
Cerity Partners
681
Cerity Partners
New York
$2.02M +$45.3K +364 +2%
ECM
682
ExodusPoint Capital Management
New York
$2.02M +$2.02M +16,211 New
SWM
683
SVA Wealth Management
Wisconsin
$2.01M +$7.6K +61 +0.4%
OPCM
684
Osborne Partners Capital Management
California
$2M -$107K -859 -5%
PAM
685
Private Asset Management
California
$2M – – –
MC
686
Moors & Cabot
Massachusetts
$2M +$104K +836 +5%
DMC
687
Drexel Morgan & Co
Pennsylvania
$2M -$333K -2,672 -14%
UA
688
Unison Advisors
District of Columbia
$1.98M +$6.97K +56 +0.4%
KRSITF
689
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M -$19.7K -158 -1%
1IA
690
1834 Investment Advisors
Wisconsin
$1.98M +$1.6M +12,874 +429%
FAAS
691
First Allied Advisory Services
California
$1.97M -$6.56K -53 -0.3%
IC
692
Investment Counsel
Michigan
$1.96M – – –
CNBT
693
Canandaigua National Bank & Trust
New York
$1.95M -$183K -1,471 -9%
BCM
694
Boltwood Capital Management
California
$1.95M -$43.6K -350 -2%
MIA
695
MainStreet Investment Advisors
Illinois
$1.95M +$405K +3,254 +26%
JCM
696
Jacobi Capital Management
Pennsylvania
$1.94M -$91.4K -727 -4%
BL
697
BFSG LLC
California
$1.94M +$124K +1,000 +7%
III
698
Independent Investors Inc
New York
$1.93M – – –
HAI
699
Hennessy Advisors Inc
California
$1.93M -$187K -1,500 -9%
RIL
700
Rothschild Investment LLC
Illinois
$1.93M +$1.34M +10,724 +226%
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