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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 %
CYG
1151
Clean Yield Group
Vermont
$443K -$24.9K -200 -5%
BCM
1152
BTR Capital Management
California
$443K – – –
TSS
1153
Two Sigma Securities
New York
$442K +$205K +1,649 +87%
MAM
1154
Meeder Asset Management
Ohio
$441K -$2.25M -18,099 -84%
ME
1155
McIlrath & Eck
Washington
$441K – – –
TNB
1156
Thomasville National Bank
Georgia
$439K -$5.98K -48 -1%
LJAC
1157
L.J. Altfest & Co
New York
$437K – – –
BCM
1158
Bayesian Capital Management
New York
$437K +$437K +3,507 New
GWMIA
1159
Global Wealth Management Investment Advisory
Florida
$436K -$22.4K -180 -5%
SC
1160
Saybrook Capital
North Carolina
$436K – – –
TIS
1161
Tortoise Index Solutions
Kansas
$431K +$123K +990 +40%
DCM
1162
Donaldson Capital Management
Indiana
$428K -$1.12K -9 -0.3%
TF
1163
Tompkins Financial
New York
$427K – – –
AMC
1164
Asset Management Corp
Illinois
$427K +$427K +3,430 New
OL
1165
Optas LLC
Texas
$427K +$427K +3,439 New
PI
1166
PFS Investments
Georgia
$426K +$426K +3,421 New
ACA
1167
Affinity Capital Advisors
California
$425K +$425K +3,416 New
CSA
1168
Cottage Street Advisors
Massachusetts
$422K – – –
SWM
1169
SeaCrest Wealth Management
New York
$419K -$35.7K -287 -8%
JFA
1170
Johanson Financial Advisors
California
$419K +$419K +52,121 New
MIH
1171
Meitav Investment House
Israel
$416K -$420K -3,378 -50%
9WM
1172
9258 Wealth Management
Ohio
$416K +$175K +1,404 +73%
FCA
1173
FinTrust Capital Advisors
South Carolina
$415K -$68.5K -550 -14%
SRC
1174
Shufro Rose & Co
New York
$415K – – –
CH
1175
Canton Hathaway
Rhode Island
$415K – – –
45 46
47
48 49