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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 %
PHK
951
Point72 Hong Kong
Hong Kong
$837K +$837K +6,727 New
LDB
952
Lee, Danner & Bass
Tennessee
$836K – – –
PFBT
953
Parkside Financial Bank & Trust
Missouri
$833K +$281K +2,257 +51%
TBA
954
Tower Bridge Advisors
Pennsylvania
$829K -$799K -6,415 -49%
MMG
955
Monetary Management Group
Missouri
$828K -$46.7K -375 -5%
BMA
956
Brooks Moore & Associates
Tennessee
$828K – – –
DWM
957
Doyle Wealth Management
Florida
$826K -$9.21K -74 -1%
FPA
958
First Pacific Advisors
California
$824K +$115K +920 +16%
TC
959
Telemus Capital
Michigan
$821K -$9.97K -80 -1%
LRPA
960
L. Roy Papp & Associates
Arizona
$818K -$103K -827 -11%
CW
961
CreativeOne Wealth
Kansas
$818K -$4.86K -39 -0.6%
CWM
962
Cornerstone Wealth Management
Missouri
$818K +$25.4K +204 +3%
SFS
963
Sowell Financial Services
Arkansas
$818K +$114K +918 +16%
SW
964
SteelPeak Wealth
California
$818K +$818K +6,570 New
TCPWM
965
Traverso Chambers Private Wealth Management
California
$816K -$53.6K -430 -6%
HFS
966
Haverford Financial Services
Pennsylvania
$813K – – –
SCA
967
Sippican Capital Advisors
Massachusetts
$809K -$6.47K -52 -0.8%
ECM
968
ETrade Capital Management
Virginia
$798K -$285K -2,289 -26%
BP
969
Ballentine Partners
Massachusetts
$796K -$12.7K -102 -2%
GC
970
Grimes & Company
Massachusetts
$793K -$714K -5,737 -47%
SBH
971
Segall Bryant & Hamill
Illinois
$792K +$3.11K +25 +0.4%
CAG
972
Crestwood Advisors Group
Massachusetts
$788K – – –
CCM
973
Compton Capital Management
Rhode Island
$784K -$24.9K -200 -3%
PGWM
974
Parisi Gray Wealth Management
New Jersey
$784K -$1.74K -14 -0.2%
VRS
975
Virginia Retirement Systems
Virginia
$784K – – –
37 38
39
40 41