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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 %
CC
926
ClearArc Capital
Ohio
$916K -$361K -2,901 -28%
AAS
927
Avantax Advisory Services
Texas
$913K +$319K +2,574 +54%
CBA
928
Coastal Bridge Advisors
Connecticut
$911K -$86.1K -691 -9%
LCM
929
Leisure Capital Management
California
$911K -$10.1K -81 -1%
MCM
930
Manchester Capital Management
Vermont
$902K +$125K +1,000 +16%
LOAME
931
Lombard Odier Asset Management (Europe)
United Kingdom
$900K – – –
DW
932
Domani Wealth
Pennsylvania
$897K – – –
FCI
933
Financial Counselors Inc
Kansas
$893K +$37.7K +303 +4%
RIG
934
Roosevelt Investment Group
New York
$892K -$124K -1,000 -12%
SWMG
935
Signature Wealth Management Group
Georgia
$885K +$885K +7,106 New
Two Sigma Advisers
936
Two Sigma Advisers
New York
$884K +$623K +5,000 +238%
NGA
937
Naples Global Advisors
Florida
$875K +$346K +2,775 +65%
BFC
938
Bedel Financial Consulting
Indiana
$872K +$373 +3 +0%
WB
939
WesBanco Bank
West Virginia
$870K -$32.9K -264 -4%
SVWAG
940
Sound View Wealth Advisors Group
Georgia
$870K +$54.6K +439 +7%
IC
941
Intersect Capital
California
$868K -$32.9K -264 -4%
AWCI
942
Alpine Woods Capital Investors
New York
$863K +$863K +6,930 New
CWM
943
Chesapeake Wealth Management
Virginia
$862K -$680K -5,469 -44%
ONB
944
Old National Bancorp
Indiana
$856K +$41.1K +330 +5%
ED
945
Exane Derivatives
France
$854K -$416K -3,202 -33%
VF
946
Virtu Financial
New York
$852K -$448K -3,596 -34%
MFG
947
Monte Financial Group
Connecticut
$848K +$30.5K +245 +4%
EWM
948
Evermay Wealth Management
Virginia
$842K +$48.5K +390 +6%
PK
949
Pflug Koory
Nebraska
$841K -$4.98K -40 -0.6%
JIC
950
Joel Isaacson & Co
New York
$841K – – –
36 37
38
39 40