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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 %
ACM
1201
Allred Capital Management
Texas
$383K -$4.73K -38 -1%
WPC
1202
Waters Parkerson & Co
Louisiana
$381K -$1.87K -15 -0.5%
KMWM
1203
Keudell/Morrison Wealth Management
Oregon
$381K -$1.37K -11 -0.4%
BOS
1204
Bingham Osborn & Scarborough
California
$380K +$67.8K +544 +22%
WWM
1205
Windsor Wealth Management
Indiana
$378K -$8.71K -70 -2%
PFS
1206
Prospera Financial Services
Texas
$378K -$374 -3 -0.1%
HR
1207
Hayden Royal
North Carolina
$376K +$376K +2,776 New
EWM
1208
Empirical Wealth Management
Washington
$376K -$37.3K -300 -9%
ACM
1209
AUA Capital Management
Pennsylvania
$374K – – –
LWMM
1210
Legacy Wealth Management (Mississippi)
Mississippi
$373K +$373K +3,000 New
VCM
1211
Violich Capital Management
California
$373K – – –
PHAM
1212
Palisades Hudson Asset Management
Florida
$373K – – –
ACA
1213
Ackerman Capital Advisors
Texas
$373K +$124K +1,000 +50%
NAMP
1214
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$372K -$8.74K -70 -2%
AAM
1215
Autus Asset Management
Arizona
$370K -$3.11K -25 -0.8%
HAIM
1216
Hunter Associates Investment Management
Pennsylvania
$366K – – –
DC
1217
Derby & Company
Massachusetts
$366K +$366K +2,940 New
NA
1218
Navellier & Associates
Nevada
$365K -$24.9K -200 -6%
BST
1219
Bath Savings Trust
Maine
$365K +$121K +971 +50%
ATC
1220
Adirondack Trust Company
New York
$364K -$9.73K -75 -3%
CHAM
1221
Clear Harbor Asset Management
Connecticut
$363K +$363K +2,916 New
AB
1222
Atlas Brown
Kentucky
$361K +$6.22K +50 +2%
PTB
1223
Pioneer Trust Bank
Oregon
$360K – – –
SBWM
1224
Sunflower Bank Wealth Management
Arizona
$360K – – –
CAM
1225
Close Asset Management
United Kingdom
$359K – – –
47 48
49
50 51