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American Express
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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 %
BMC
1076
Beaton Management Company
Massachusetts
$567K -$12.4K -100 -2%
C
1077
Cerebellum
California
$565K +$100K +805 +22%
RHBC
1078
R.H. Bluestein & Co
Michigan
$563K -$1.54M -12,400 -73%
FC
1079
Fulcrum Capital
Washington
$560K – – –
LIM
1080
Leavell Investment Management
Alabama
$559K – – –
FM
1081
Foster & Motley
Ohio
$555K – – –
S
1082
SignatureFD
Georgia
$553K +$15.3K +123 +3%
BJL
1083
Brighton Jones LLC
Washington
$551K -$43K -345 -7%
KHLMTHM
1084
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$550K – – –
CP
1085
Covenant Partners
Tennessee
$550K – – –
WA
1086
Wheatland Advisors
Pennsylvania
$548K -$24.9K -200 -4%
FAM
1087
Fred Alger Management
New York
$548K – – –
BA
1088
Birinyi Associates
Connecticut
$547K -$436K -3,500 -44%
NP
1089
NorthRock Partners
Minnesota
$547K +$167K +1,341 +44%
TWA
1090
TCI Wealth Advisors
Arizona
$543K +$14.3K +115 +3%
HPC
1091
Hobart Private Capital
North Carolina
$535K +$66.1K +531 +14%
V
1092
VeraBank
Texas
$534K -$12.4K -100 -2%
PP
1093
PagnatoKarp Partners
Virginia
$534K – – –
NFG
1094
Next Financial Group
Texas
$533K -$7.23K -58 -1%
Carson Wealth (CWM LLC)
1095
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
SRC
1096
Sage Rhino Capital
California
$530K +$89.7K +705 +20%
PTP
1097
Platform Technology Partners
New York
$530K +$530K +4,260 New
HBT
1098
Hills Bank & Trust
Iowa
$528K – – –
PWP
1099
Principle Wealth Partners
Connecticut
$525K -$74.7K -600 -12%
HCMNY
1100
Howard Capital Management (New York)
New York
$525K – – –
42 43
44
45 46