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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 %
WCM
1176
Weik Capital Management
Pennsylvania
$414K – – –
BPWA
1177
Beacon Pointe Wealth Advisors
California
$413K +$18.8K +151 +5%
GW
1178
GW & Wade
Massachusetts
$412K +$16.6K +133 +4%
WP
1179
WMS Partners
Maryland
$411K -$24.9K -200 -6%
HWA
1180
Heritage Wealth Advisors
Virginia
$410K +$2.49K +20 +0.6%
OWA
1181
Outlook Wealth Advisors
Texas
$410K +$7.6K +61 +2%
GBBWRPM
1182
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$410K +$43K +345 +12%
AWM
1183
Aries Wealth Management
Maine
$408K – – –
OWP
1184
Obermeyer Wealth Partners
Colorado
$407K +$2.12K +17 +0.5%
ATFA
1185
All Terrain Financial Advisors
Minnesota
$406K -$6.72K -54 -2%
TIA
1186
Tiemann Investment Advisors
California
$405K -$79.5K -639 -16%
SIC
1187
Salem Investment Counselors
North Carolina
$403K +$18.4K +148 +5%
AC
1188
Abbrea Capital
California
$401K – – –
SWM
1189
Sculati Wealth Management
Michigan
$401K +$401K +3,220 New
BBNA
1190
Bremer Bank National Association
Minnesota
$399K -$17.4K -140 -4%
SNT
1191
Security National Trust
West Virginia
$398K – – –
GFS
1192
GYL Financial Synergies
Connecticut
$393K -$298K -2,396 -43%
FFBTD
1193
First Financial Bank - Trust Division
Ohio
$392K +$13.7K +110 +4%
PFM
1194
Parsec Financial Management
North Carolina
$392K +$29.9K +240 +8%
IA
1195
IFP Advisors
Florida
$392K +$70.3K +557 +22%
APW
1196
Acima Private Wealth
Virginia
$391K – – –
DI
1197
Diligent Investors
California
$390K -$24.9K -200 -6%
MWM
1198
Meridian Wealth Management
Kentucky
$388K – – –
TL
1199
TrueWealth LLC
Georgia
$386K +$6.97K +56 +2%
AP
1200
Appleton Partners
Massachusetts
$385K -$35.8K -287 -8%
46 47
48
49 50