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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 %
TPCW
976
TD Private Client Wealth
New York
$783K +$783K +6,288 New
11A
977
10-15 Associates
New York
$782K +$565K +4,541 +261%
CB
978
Community Bank
New York
$781K -$37.3K -300 -5%
TW
979
TrinityPoint Wealth
Connecticut
$780K +$2.12K +17 +0.3%
FWCM
980
Ferguson Wellman Capital Management
Oregon
$778K -$172K -1,377 -18%
RA
981
RFG Advisory
Alabama
$777K -$38.3K -308 -5%
MWM
982
MorganRosel Wealth Management
Colorado
$775K -$30.6K -246 -4%
IC
983
IEQ Capital
California
$768K +$768K +6,163 New
OFS
984
Oldfather Financial Services
Nebraska
$766K +$766K +5,819 New
FNBOSM
985
First National Bank of South Miami
Florida
$763K -$7.23K -58 -0.9%
AIM
986
Alhambra Investment Management
Florida
$757K +$757K +6,078 New
WC
987
Weil Company
California
$756K – – –
BAM
988
Boyar Asset Management
New York
$755K -$37.4K -301 -5%
AA
989
Argent Advisors
Louisiana
$750K +$750K +5,787 New
TA
990
Tiedemann Advisors
New York
$748K -$452K -3,643 -38%
SWRP
991
Summit Wealth & Retirement Planning
California
$747K -$374 -3 -0%
RIM
992
Regent Investment Management
Kentucky
$747K – – –
PCA
993
Personal Capital Advisors
California
$745K -$64.1K -515 -8%
MGIA
994
Moneta Group Investment Advisors
Missouri
$737K -$19.8K -159 -3%
WA
995
WealthTrust Axiom
Pennsylvania
$736K – – –
SC
996
Sepio Capital
Utah
$735K -$1.04M -8,353 -59%
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$735K -$3.11K -25 -0.4%
ACG
998
Allen Capital Group
Nebraska
$735K +$24.9K +200 +4%
WWM
999
Western Wealth Management
Colorado
$734K -$21.4K -172 -3%
SCI
1000
S&CO Inc
Massachusetts
$734K – – –
38 39
40
41 42