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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 %
ST
726
Smithfield Trust
Pennsylvania
$1.73M -$94.9K -763 -5%
GWCM
727
Godshalk Welsh Capital Management
Pennsylvania
$1.73M – – –
VC
728
Veracity Capital
Georgia
$1.72M +$1.72M +13,823 New
SS
729
Sunbelt Securities
Texas
$1.71M +$21.3K +171 +1%
GC
730
Guardian Capital
Ontario, Canada
$1.7M – – –
CDH
731
Charles D. Hyman
$1.68M +$53.5K +430 +3%
HCM
732
Hodges Capital Management
Texas
$1.68M +$70.3K +565 +4%
SCM
733
SOL Capital Management
Maryland
$1.68M -$3.74K -30 -0.2%
DAM
734
Doheny Asset Management
California
$1.67M -$84K -675 -5%
KCM
735
Kanawha Capital Management
Virginia
$1.67M +$56K +450 +3%
SEC
736
Seven Eight Capital
New York
$1.65M -$11.1M -89,300 -87%
ACM
737
Advisors Capital Management
New Jersey
$1.65M +$1.28M +10,304 +348%
Aristotle Capital Management
738
Aristotle Capital Management
California
$1.64M – – –
DRS
739
Deane Retirement Strategies
Louisiana
$1.62M -$1.29M -10,334 -44%
TU
740
TDAM USA
Ontario, Canada
$1.62M -$371K -2,979 -19%
BO
741
BRR OpCo
Ohio
$1.61M +$11.3K +91 +0.7%
RMAM
742
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$28K -225 -2%
MWM
743
Modera Wealth Management
New Jersey
$1.59M – – –
SPC
744
Sigma Planning Corp
Michigan
$1.57M -$14.4K -116 -0.9%
MCM
745
McMillion Capital Management
North Carolina
$1.56M – – –
ACP
746
Aviance Capital Partners
Florida
$1.54M -$26.5K -213 -2%
AW
747
ACG Wealth
Georgia
$1.54M +$29.1K +234 +2%
VLKIM
748
Van Lanschot Kempen Investment Management
Netherlands
$1.54M -$175K -1,408 -10%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$1.54M -$2.49K -20 -0.2%
HCM
750
Hilton Capital Management
New York
$1.53M – – –
28 29
30
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