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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 %
APA
701
American Portfolios Advisors
New York
$1.92M +$141K +1,132 +8%
SFO
702
Stokes Family Office
Louisiana
$1.91M +$1.91M +15,096 New
GG
703
Greenwood Gearhart
Arkansas
$1.9M -$12.5K -100 -0.7%
KS
704
Karpas Strategies
Connecticut
$1.9M – – –
SAM
705
Strategy Asset Managers
California
$1.89M +$140K +1,122 +8%
SIAG
706
Signet Investment Advisory Group
Rhode Island
$1.89M +$68.4K +550 +4%
SW
707
SlateStone Wealth
Florida
$1.88M +$326K +2,619 +21%
PWMAG
708
Pinnacle Wealth Management Advisory Group
New Jersey
$1.87M +$8.09K +65 +0.4%
EWM
709
Evercore Wealth Management
New York
$1.86M -$56.3K -452 -3%
NG
710
Northstar Group
New York
$1.86M -$5.35K -43 -0.3%
GIA
711
Gateway Investment Advisers
Ohio
$1.85M -$149K -1,194 -7%
IA
712
IFG Advisory
Georgia
$1.84M -$28.8K -231 -2%
GT
713
Glenview Trust
Kentucky
$1.83M -$3.98K -32 -0.2%
AC
714
Arjuna Capital
North Carolina
$1.83M +$9.09K +73 +0.5%
B
715
Barings
North Carolina
$1.81M +$374K +3,003 +26%
HSA
716
HBK Sorce Advisory
Pennsylvania
$1.81M +$25.5K +205 +1%
CCG
717
Ceeto Capital Group
Florida
$1.79M – – –
GTCM
718
Gyon Technologies Capital Management
New Jersey
$1.79M +$1.79M +14,365 New
ACM
719
Ativo Capital Management
Illinois
$1.79M -$12.4K -100 -0.7%
SBIA
720
Sheaff Brock Investment Advisors
Indiana
$1.78M – – –
WKWM
721
Walter & Keenan Wealth Management
Indiana
$1.77M – – –
MFAM
722
Motley Fool Asset Management
Virginia
$1.76M -$92.1K -740 -5%
SAM
723
Selway Asset Management
$1.74M -$62.3K -500 -3%
FA
724
FDx Advisors
Illinois
$1.74M -$205K -1,646 -11%
WS
725
Wedbush Securities
California
$1.73M +$51.4K +413 +3%
27 28
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