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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 %
MFW
1026
Meristem Family Wealth
Minnesota
$662K – – –
FHA
1027
Flagship Harbor Advisors
Massachusetts
$662K +$23.2K +186 +4%
SWIG
1028
Strategic Wealth Investment Group
Kentucky
$662K +$662K +5,317 New
KWM
1029
Kingsview Wealth Management
Oregon
$661K -$233K -1,874 -26%
PTC
1030
Private Trust Company
Ohio
$658K -$13.8K -111 -2%
BOTW
1031
Bank of the West
California
$656K -$39.5K -317 -6%
MSU
1032
Mizuho Securities USA
New York
$656K +$656K +5,270 New
EFS
1033
Essex Financial Services
Connecticut
$655K -$12.7K -102 -2%
VRM
1034
Vectors Research Management
New York
$654K – – –
JWCA
1035
J.W. Cole Advisors
Florida
$652K +$652K +5,235 New
PAS
1036
Park Avenue Securities
New York
$651K +$29K +233 +5%
AF
1037
Advisornet Financial
Minnesota
$650K -$35.5K -285 -5%
ERIM
1038
Eagle Ridge Investment Management
Connecticut
$647K – – –
PGCM
1039
Prescott Group Capital Management
Oklahoma
$647K – – –
RCC
1040
Red Cedar Capital
Nebraska
$644K – – –
CPO
1041
Cerity Partners OCIO
New York
$642K +$9.1K +69 +1%
QCM
1042
Quest Capital Management
Texas
$638K -$3.86K -31 -0.6%
ECM
1043
Estabrook Capital Management
New York
$636K -$30.5K -245 -5%
MC
1044
Middleton & Co
Massachusetts
$635K -$31.1K -250 -5%
FCCM
1045
First City Capital Management
Georgia
$635K +$22.4K +180 +4%
SS
1046
Simplicity Solutions
Minnesota
$634K +$126K +1,016 +25%
CGL
1047
Clarius Group LLC
Washington
$633K -$23.6K -182 -4%
TCM
1048
Tufton Capital Management
Maryland
$632K – – –
BRWA
1049
B. Riley Wealth Advisors
Florida
$632K +$34.4K +276 +6%
PPP
1050
Private Portfolio Partners
New Jersey
$629K -$872 -7 -0.1%
40 41
42
43 44