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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 %
HF
851
HRT Financial
New York
$1.18M +$1.18M +9,451 New
GCA
852
Gideon Capital Advisors
New York
$1.15M +$1.15M +9,243 New
NB
853
NBT Bank
New York
$1.15M +$205K +1,647 +22%
MSAM
854
Moloney Securities Asset Management
Missouri
$1.15M -$25.1K -202 -2%
IIM
855
Ipswich Investment Management
Massachusetts
$1.15M -$12.4K -100 -1%
AFC
856
AFT Forsyth & Company
Florida
$1.14M – – –
SB
857
Simmons Bank
Arkansas
$1.14M -$58.5K -470 -5%
GT
858
Greenleaf Trust
Michigan
$1.14M -$5.23K -42 -0.5%
GA
859
GFS Advisors
Texas
$1.14M – – –
CAG
860
Csenge Advisory Group
Florida
$1.13M -$12K -96 -1%
AAM
861
Auxier Asset Management
Oregon
$1.13M -$3.11K -25 -0.3%
MHIC
862
Marble Harbor Investment Counsel
Massachusetts
$1.12M +$106K +850 +10%
FIG
863
FundX Investment Group
California
$1.12M – – –
BRC
864
Bell Rock Capital
Delaware
$1.12M -$552K -4,426 -33%
FDCC
865
Foster Dykema Cabot & Co
Massachusetts
$1.11M -$112K -902 -9%
TFS
866
TrustCore Financial Services
Tennessee
$1.11M -$26.4K -212 -2%
WC
867
Woodstock Corp
Massachusetts
$1.11M -$51K -410 -4%
ARMT
868
Amica Retiree Medical Trust
Rhode Island
$1.11M – – –
SCP
869
Sandhill Capital Partners
New York
$1.11M +$124K +999 +13%
MGI
870
MayTech Global Investments
New York
$1.1M +$1.1M +8,863 New
BHBT
871
Burke & Herbert Bank & Trust
Virginia
$1.1M +$279K +2,242 +34%
RWA
872
Ropes Wealth Advisors
Massachusetts
$1.1M +$24.9K +200 +2%
EHC
873
Everett Harris & Co
California
$1.09M -$24.9K -200 -2%
TIM
874
Triad Investment Management
California
$1.09M -$75.4K -608 -6%
CFFP
875
Center for Financial Planning
Michigan
$1.09M +$1.09M +8,773 New
33 34
35
36 37