AXP icon

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 %
CIA
801
CSat Investment Advisory
Michigan
$1.32M +$42.7K +343 +3%
LCS
802
Levin Capital Strategies
New York
$1.32M +$436K +3,500 +50%
WT
803
Washington Trust
Rhode Island
$1.31M +$739K +5,937 +130%
CA
804
Cetera Advisors
Colorado
$1.3M -$40.3K -325 -3%
LC
805
Lincoln Capital
Nebraska
$1.3M +$55.1K +443 +4%
FI
806
Fosun International
China
$1.3M -$87.6K -700 -6%
OFS
807
Orrstown Financial Services
Pennsylvania
$1.3M -$54.2K -417 -4%
IPW
808
Inlet Private Wealth
Florida
$1.3M – – –
HIC
809
Hartline Investment Corp
Illinois
$1.29M -$39.3K -316 -3%
RVM
810
Robinson Value Management
Texas
$1.29M +$1.29M +10,371 New
EI
811
Ethic Inc
New York
$1.29M +$1.29M +10,362 New
CI
812
Conning Inc
Connecticut
$1.28M -$36.1K -290 -3%
SC
813
Scotia Capital
Ontario, Canada
$1.28M -$13.2K -106 -1%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M +$62.2K +500 +5%
HSA
815
Hussman Strategic Advisors
Maryland
$1.28M -$1.9M -15,250 -60%
BFA
816
Benedict Financial Advisors
Georgia
$1.28M +$2.49K +20 +0.2%
CG
817
Caprock Group
Idaho
$1.27M +$6.6K +53 +0.5%
CWM
818
Concentric Wealth Management
California
$1.27M -$24.9K -200 -2%
TCM
819
Tuttle Capital Management
Connecticut
$1.27M +$1.27M +10,188 New
BHWM
820
Bar Harbor Wealth Management
New Hampshire
$1.26M -$352K -2,832 -22%
FBC
821
Fairfield, Bush & Co
Connecticut
$1.26M – – –
ANRIA
822
American National Registered Investment Advisor
Texas
$1.26M +$1.87K +15 +0.1%
IHL
823
Investment House LLC
California
$1.26M -$287K -2,306 -19%
TBNY
824
Trustco Bank (New York)
New York
$1.25M -$168K -1,350 -12%
PF
825
Phoenix Financial
Israel
$1.25M +$1.25M +10,114 New
31 32
33
34 35