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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 %
IRF
776
IBM Retirement Fund
New York
$1.43M -$80.5K -647 -5%
HAM
777
Highstreet Asset Management
Ontario, Canada
$1.41M -$422K -3,391 -23%
VFA
778
Voya Financial Advisors
Connecticut
$1.41M +$18.5K +149 +1%
BWM
779
Buckley Wealth Management
Nevada
$1.41M +$64.3K +516 +5%
AIP
780
Ameritas Investment Partners
Nebraska
$1.4M -$32.7K -263 -2%
FNBT
781
FineMark National Bank & Trust
Florida
$1.4M -$66.7K -536 -5%
AWA
782
Arete Wealth Advisors
Illinois
$1.4M -$2.61K -21 -0.2%
CBB
783
Citizens Business Bank
California
$1.39M – – –
OIS
784
Okabena Investment Services
Minnesota
$1.39M +$1.39M +11,199 New
JI
785
Jeereddi Investments
California
$1.38M +$1.38M +11,100 New
WSFS
786
Wilmington Savings Fund Society
Delaware
$1.38M -$102K -818 -7%
BSAM
787
Blue Sky Asset Management
Colorado
$1.37M +$1.37M +11,013 New
GFA
788
Gifford Fong Associates
California
$1.37M – – –
SJIM
789
St. Johns Investment Management
Florida
$1.35M -$1.87K -15 -0.1%
SP
790
Symmetry Partners
Connecticut
$1.35M +$15.3K +123 +1%
BFG
791
Beacon Financial Group
Texas
$1.35M -$96.6K -776 -7%
S
792
Seeyond
France
$1.34M -$101K -808 -7%
ABC
793
Associated Banc-Corp
Wisconsin
$1.34M +$3.36K +27 +0.3%
MMPW
794
Mitchell McLeod Pugh & Williams
Alabama
$1.33M – – –
MWM
795
Madison Wealth Management
Ohio
$1.33M +$1.33M +10,707 New
IA
796
Icon Advisers
Colorado
$1.33M – – –
B
797
Bailard
California
$1.33M -$50.8K -408 -4%
IAS
798
Investment Advisory Services
Texas
$1.33M +$1.33M +10,658 New
NHC
799
Nicholas Hoffman & Company
Georgia
$1.32M -$15.8K -127 -1%
SOAMC
800
Spirit of America Management Corp
New York
$1.32M +$118K +950 +10%
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