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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 %
PVWM
1126
Point View Wealth Management
New Jersey
$469K +$4.48K +36 +1%
MWP
1127
MYCIO Wealth Partners
Pennsylvania
$468K -$62.9K -505 -12%
FCBT
1128
First Citizens Bank & Trust
North Carolina
$466K +$12.5K +100 +3%
GAM
1129
Garrison Asset Management
Arkansas
$465K -$114K -917 -20%
HFM
1130
Hartford Financial Management
Connecticut
$464K – – –
IWM
1131
IHT Wealth Management
Illinois
$464K +$42.8K +344 +10%
SBSB
1132
Sullivan, Bruyette, Speros & Blaney
Virginia
$462K +$6.48K +52 +1%
CCA
1133
Catalyst Capital Advisors
New York
$461K -$349K -2,800 -43%
BFC
1134
Blue Fin Capital
Rhode Island
$461K +$24.8K +200 +6%
EAM
1135
Evanson Asset Management
California
$460K – – –
BI
1136
Bredin Investment
Delaware
$460K – – –
SWA
1137
Sutton Wealth Advisors
Florida
$459K – – –
KA
1138
Kovack Advisors
Florida
$457K -$15.4K -124 -3%
NFG
1139
Nations Financial Group
Iowa
$457K -$6.73K -54 -1%
JWBC
1140
John W. Bristol & Co
New York
$457K – – –
RM
1141
Resource Management
Louisiana
$454K +$249 +2 +0.1%
UR
1142
USCA RIA
Texas
$453K -$7.34K -59 -2%
PWPS
1143
Pinnacle Wealth Planning Services
Ohio
$451K +$82K +660 +22%
LP
1144
LGL Partners
Pennsylvania
$450K +$373 +3 +0.1%
MRCM
1145
M&R Capital Management
New Jersey
$449K +$249 +2 +0.1%
BG
1146
Bellevue Group
Switzerland
$448K – – –
ESB
1147
Essex Savings Bank
Connecticut
$447K +$3.12K +25 +0.7%
GBT
1148
Grove Bank & Trust
Florida
$446K – – –
WEC
1149
Winslow Evans & Crocker
Massachusetts
$444K -$27.3K -218 -6%
PG
1150
Patten Group
Tennessee
$444K – – –
44 45
46
47 48