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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 %
TCOT
901
Trust Company of Toledo
Ohio
$1.02M – – –
LNC
902
Lincoln National Corp
Pennsylvania
$1.02M +$251K +2,017 +33%
HI
903
HBK Investments
Texas
$1.02M -$2.14M -17,186 -68%
MA
904
Mutual Advisors
Nebraska
$1.01M -$9.08K -73 -0.9%
SGA
905
Strategic Global Advisors
California
$999K -$8.22K -66 -0.8%
WIC
906
Whitegate Investment Counselors
New Hampshire
$998K -$66.1K -531 -6%
WAM
907
Wealthspire Advisors (Maryland)
Maryland
$996K -$182K -1,466 -15%
AIM
908
Acropolis Investment Management
Missouri
$993K -$322K -2,587 -24%
VFA
909
Valeo Financial Advisors
Indiana
$991K +$124K +1,000 +14%
PP
910
Patten & Patten
Tennessee
$988K – – –
QI
911
Qtron Investments
Massachusetts
$983K – – –
IAMOG
912
Investors Asset Management of Georgia
Georgia
$980K – – –
MAA
913
Mraz Amerine & Associates
California
$979K -$28.9K -232 -3%
SFG
914
Sather Financial Group
Texas
$974K -$112K -900 -10%
FP
915
Factorial Partners
New York
$971K +$486K +4,000 +100%
CC
916
Chicago Capital
Illinois
$968K – – –
BIC
917
Beach Investment Counsel
Pennsylvania
$963K – – –
RE
918
RBC Europe
United Kingdom
$958K +$28.6K +230 +3%
FPCP
919
Fort Point Capital Partners
California
$957K +$12.5K +100 +1%
NSIM
920
North Star Investment Management
Illinois
$956K -$125K -1,000 -12%
GRP
921
Global Retirement Partners
California
$956K -$26.3K -211 -3%
DPIM
922
Duff & Phelps Investment Management
Illinois
$944K – – –
FPCG
923
Fort Pitt Capital Group
Pennsylvania
$938K -$10.1K -81 -1%
FMBTD
924
First Midwest Bank Trust Division
Illinois
$934K -$1.12K -9 -0.1%
RT
925
Rockland Trust
Massachusetts
$920K +$32.5K +261 +4%
35 36
37
38 39