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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 %
OI
751
Oakbrook Investments
Illinois
$1.53M -$2.47M -19,875 -62%
PI
752
Pettee Investors
Connecticut
$1.51M – – –
FLPIM
753
F.L. Putnam Investment Management
Massachusetts
$1.51M +$988K +7,937 +188%
KHLMVGHM
754
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.51M – – –
PIM
755
Profit Investment Management
Maryland
$1.5M – – –
QI
756
QS Investors
New York
$1.5M +$81.1K +644 +6%
FIM
757
Fruth Investment Management
Texas
$1.5M – – –
GHAM
758
Gilman Hill Asset Management
Connecticut
$1.5M +$984K +7,904 +192%
BAS
759
Brown Advisory Securities
Maryland
$1.49M +$240K +1,926 +19%
NL
760
NVWM LLC
Pennsylvania
$1.48M +$76.2K +612 +5%
SSWM
761
Smith Salley Wealth Management
North Carolina
$1.48M -$106K -855 -7%
FWM
762
Frontier Wealth Management
Missouri
$1.48M -$117K -943 -7%
LAM
763
L2 Asset Management
Massachusetts
$1.46M +$1.46M +11,702 New
IFWM
764
Institute for Wealth Management
Colorado
$1.45M +$2.24K +18 +0.2%
IC
765
Inscription Capital
Texas
$1.45M +$219K +1,761 +18%
VI
766
Vestcor Inc
New Brunswick, Canada
$1.45M +$1.45M +11,635 New
GJIC
767
Gamble Jones Investment Counsel
California
$1.45M +$7.47K +60 +0.5%
CT
768
Coastline Trust
Rhode Island
$1.45M -$92.8K -745 -6%
SAM
769
Seelaus Asset Management
New Jersey
$1.44M – – –
LBC
770
Lowe Brockenbrough & Co
Virginia
$1.44M – – –
ACP
771
Arcus Capital Partners
Georgia
$1.44M – – –
CCT
772
Chemung Canal Trust
New York
$1.44M -$4.65M -37,324 -76%
PA
773
Parallel Advisors
California
$1.43M -$124 -1 -0%
WSTAM
774
Wilbanks Smith & Thomas Asset Management
Virginia
$1.43M -$8.96K -72 -0.6%
HKAM
775
Horizon Kinetics Asset Management
New York
$1.43M – – –
29 30
31
32 33