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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 %
CAM
1001
Cypress Asset Management
Texas
$731K +$342K +2,750 +88%
SBL
1002
Sargent Bickham Lagudis
Colorado
$730K – – –
CIA
1003
Capital Investment Advisors
Georgia
$729K -$33K -265 -4%
OTPPB
1004
Ontario Teachers' Pension Plan Board
Ontario, Canada
$725K -$6.79M -54,543 -90%
LSAG
1005
Lake Street Advisors Group
New Hampshire
$725K +$18.9K +152 +3%
WA
1006
WBH Advisory
Maryland
$722K -$29.6K -238 -4%
MAFM
1007
Mid Atlantic Financial Management
Pennsylvania
$705K +$63.9K +513 +10%
GC
1008
Garde Capital
Washington
$702K -$54.5K -438 -7%
BSA
1009
Bull Street Advisors
Georgia
$702K +$12.5K +100 +2%
CS
1010
Cannell & Spears
New York
$699K +$7.84K +63 +1%
SAM
1011
S.A. Mason
Michigan
$695K +$695K +5,585 New
MOS
1012
MGO One Seven
Ohio
$694K +$6.72K +54 +1%
LW
1013
Linscomb Wealth
Texas
$688K +$237K +1,905 +53%
OIA
1014
OneDigital Investment Advisors
Kansas
$687K – – –
BIA
1015
Bigelow Investment Advisors
Maine
$686K +$3.11K +25 +0.5%
RC
1016
RegentAtlantic Capital
New Jersey
$685K +$1.24K +10 +0.2%
YWP
1017
YorkBridge Wealth Partners
New York
$684K -$5.47K -44 -0.8%
LS
1018
Livforsakringsbolaget Skandia
Sweden
$677K -$336K -2,700 -33%
WA
1019
WP Advisors
California
$675K +$23.5K +189 +4%
BAM
1020
Belpointe Asset Management
Nevada
$673K +$217K +1,746 +48%
BIM
1021
Bridges Investment Management
Nebraska
$669K -$246K -1,974 -27%
HC
1022
HNP Capital
New York
$668K – – –
LNB
1023
Ledyard National Bank
$663K -$13K -104 -2%
WG
1024
Welch Group
Alabama
$663K +$177K +1,425 +37%
DSC
1025
Duncker Streett & Co
Missouri
$662K – – –
39 40
41
42 43