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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 %
RWP
876
RWA Wealth Partners
Massachusetts
$1.09M -$3.49K -28 -0.3%
TWI
877
Thomas White International
Illinois
$1.08M -$7.85K -63 -0.7%
RIA
878
Realta Investment Advisors
Delaware
$1.08M -$8.85M -73,798 -89%
TIM
879
Thompson Investment Management
Wisconsin
$1.08M -$6.35K -51 -0.6%
PAM
880
Palisade Asset Management
Minnesota
$1.07M +$66.1K +531 +7%
BCM
881
Becker Capital Management
Oregon
$1.07M -$28K -225 -3%
P
882
Pitcairn
Pennsylvania
$1.07M +$4.73K +38 +0.4%
PC
883
Pecaut & Co
Iowa
$1.06M -$15.6K -125 -1%
ANB
884
Amarillo National Bank
Texas
$1.06M – – –
JG
885
Jefferies Group
New York
$1.06M +$534K +4,287 +102%
CONA
886
Capital One National Association
New York
$1.06M +$1.06M +8,480 New
PIM
887
Penobscot Investment Management
Massachusetts
$1.05M – – –
SPC
888
Stewart & Patten Company
California
$1.05M +$62.2K +500 +6%
RMC
889
Resources Management Corp
Connecticut
$1.05M +$274K +2,200 +35%
FB
890
Fulton Bank
Pennsylvania
$1.05M +$368K +2,962 +54%
NAM
891
NTV Asset Management
West Virginia
$1.05M – – –
CRC
892
Curi RMB Capital
Illinois
$1.04M +$129K +1,040 +14%
CCA
893
Checchi Capital Advisers
California
$1.04M +$7.84K +63 +0.8%
CIM
894
CenturyLink Investment Management
Colorado
$1.04M -$162K -1,301 -13%
SA
895
Strategic Advisors
New York
$1.04M -$22.9K -184 -2%
BOH
896
Bank of Hawaii
Hawaii
$1.04M -$9.71K -78 -0.9%
SC
897
Savant Capital
Illinois
$1.03M +$43.5K +349 +4%
YIA
898
YHB Investment Advisors
Connecticut
$1.03M -$1.87K -15 -0.2%
VVP
899
Venture Visionary Partners
Ohio
$1.03M +$1.03M +8,251 New
EDRH
900
Edmond de Rothschild Holding
Switzerland
$1.02M +$100K +807 +11%
34 35
36
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