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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 %
ECM
826
Evergreen Capital Management
Washington
$1.25M +$3.36K +27 +0.3%
CS
827
Comerica Securities
Michigan
$1.25M +$171K +1,371 +16%
Mackenzie Financial
828
Mackenzie Financial
Ontario, Canada
$1.25M +$789K +6,339 +172%
SSG
829
Summit Securities Group
New York
$1.25M +$1.25M +10,000 New
PCM
830
Penserra Capital Management
California
$1.24M -$1.45M -11,690 -54%
Walleye Capital
831
Walleye Capital
New York
$1.24M +$1.24M +9,988 New
AIM
832
Anchor Investment Management
South Carolina
$1.24M -$47.9K -385 -4%
WI
833
Wintrust Investments
Illinois
$1.24M +$20.5K +165 +2%
KC
834
Knuff & Co
California
$1.24M – – –
KOCAA
835
Knights of Columbus Asset Advisors
Connecticut
$1.24M +$522K +4,193 +73%
EM
836
Excalibur Management
Massachusetts
$1.22M +$506K +4,065 +71%
TH
837
TCTC Holdings
Texas
$1.22M – – –
BAM
838
Berkshire Asset Management
Pennsylvania
$1.21M -$57.1K -459 -4%
WSC
839
Wellington Shields & Co
New York
$1.21M +$1.21M +9,750 New
CG
840
Cutler Group
California
$1.21M +$948K +7,617 +359%
NA
841
NewEdge Advisors
Louisiana
$1.21M +$30.6K +246 +3%
CPSC
842
Carl P. Sherr & Co
Massachusetts
$1.2M +$1.2M +9,652 New
Rockefeller Capital Management
843
Rockefeller Capital Management
New York
$1.2M +$93.6K +752 +8%
BSW
844
Buckingham Strategic Wealth
Missouri
$1.2M +$39.6K +318 +3%
BFA
845
Beaumont Financial Advisors
Massachusetts
$1.2M -$47.2K -379 -4%
TI
846
Tidal Investments
Wisconsin
$1.19M +$39.3K +316 +3%
APW
847
Aurora Private Wealth
New Jersey
$1.19M +$1.19M +9,580 New
CCP
848
Corient Capital Partners
California
$1.18M -$36.5K -293 -3%
HCM
849
Hall Capital Management
Rhode Island
$1.18M +$4.11K +33 +0.3%
LFAS
850
Level Four Advisory Services
Texas
$1.18M +$523K +4,201 +80%
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