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 %
LWM
1101
Lyell Wealth Management
California
$524K +$374 +3 +0.1%
SCM
1102
Stellar Capital Management
Arizona
$523K -$6.48K -52 -1%
ZB
1103
Zions Bancorporation
Utah
$522K +$24.4K +196 +5%
SCP
1104
Silverleafe Capital Partners
Tennessee
$519K – – –
MFG
1105
Menard Financial Group
Texas
$519K +$519K +4,165 New
TPWA
1106
TRUE Private Wealth Advisors
Oregon
$508K -$8.95K -72 -2%
SIG
1107
Sargent Investment Group
Maryland
$508K +$125K +1,000 +32%
AIM
1108
Aspen Investment Management
Michigan
$506K -$12.5K -100 -2%
LWAC
1109
Laurel Wealth Advisors (California)
California
$501K -$57.4K -461 -10%
Marshall Wace
1110
Marshall Wace
United Kingdom
$499K -$6.61M -53,060 -93%
FMLI
1111
Fukoku Mutual Life Insurance
Japan
$498K +$62.3K +500 +14%
RI
1112
Ridgewood Investments
New Jersey
$493K -$14.2K -114 -3%
HB
1113
Homrich & Berg
Georgia
$493K +$61.7K +495 +14%
JHP
1114
James Hambro & Partners
United Kingdom
$492K – – –
BIM
1115
Barton Investment Management
Pennsylvania
$482K – – –
WPC
1116
White Pine Capital
Minnesota
$482K – – –
HIIFS
1117
Harel Insurance Investments & Financial Services
Israel
$480K -$84.5K -678 -15%
BMC
1118
Benin Management Corp
Connecticut
$480K – – –
SCM
1119
Stonebridge Capital Management
California
$478K – – –
OC
1120
Oakworth Capital
Alabama
$477K +$2.51K +20 +0.5%
SIC
1121
Sigma Investment Counselors
Michigan
$475K – – –
GWS
1122
Glassman Wealth Services
Virginia
$474K -$12.7K -102 -3%
WIM
1123
Wittenberg Investment Management
Massachusetts
$474K +$187K +1,500 +65%
WMC
1124
Westwood Management Corporation
Illinois
$473K – – –
LOAMS
1125
Lombard Odier Asset Management (Switzerland)
Switzerland
$470K -$635K -5,106 -57%
43 44
45
46 47