AXP icon

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 %
CST
1051
Charles Schwab Trust
Nevada
$627K -$4.48K -36 -0.7%
ST
1052
Spinnaker Trust
Maine
$622K -$1.62K -13 -0.3%
ISB
1053
Iowa State Bank
Iowa
$622K – – –
HIM
1054
Hillsdale Investment Management
Ontario, Canada
$620K +$6.23K +50 +1%
SSWM
1055
Sheets Smith Wealth Management
North Carolina
$619K -$36.6K -294 -6%
PCG
1056
Private Capital Group
Connecticut
$614K -$1.05M -8,416 -63%
EB
1057
Eastern Bank
Massachusetts
$611K -$73.9K -593 -11%
FSA
1058
Fort Sheridan Advisors
Illinois
$610K – – –
PWS
1059
Paragon Wealth Strategies
Florida
$610K +$58.8K +473 +11%
OPS
1060
Orion Portfolio Solutions
Nebraska
$602K +$602K +4,836 New
GC
1061
GFG Capital
Florida
$597K +$597K +4,792 New
SYBT
1062
Stock Yards Bank & Trust
Kentucky
$594K +$105K +842 +21%
HAS
1063
HBW Advisory Services
California
$594K +$594K +4,771 New
CWS
1064
Cypress Wealth Services
California
$592K +$1.62K +13 +0.3%
Koshinski Asset Management
1065
Koshinski Asset Management
Illinois
$591K +$165K +1,331 +39%
CT
1066
Columbia Trust
Oregon
$589K +$589K +4,734 New
MFG
1067
Magnus Financial Group
New York
$586K +$2.12K +17 +0.4%
IWS
1068
Insight Wealth Strategies
California
$583K -$12.2K -98 -2%
RMCM
1069
Reynders McVeigh Capital Management
Massachusetts
$581K +$24.9K +200 +4%
ITIM
1070
Indiana Trust & Investment Management
Indiana
$579K -$51.7K -415 -8%
SC
1071
Schulhoff & Co
Ohio
$578K – – –
AL
1072
Aspiriant LLC
California
$576K – – –
GPFA
1073
Game Plan Financial Advisors
Ohio
$573K +$573K +4,605 New
AF
1074
Arrow Financial
New York
$572K -$37.3K -300 -6%
HH
1075
Hilltop Holdings
Texas
$572K -$31.1K -250 -5%
41 42
43
44 45