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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 %
MAA
1226
Matrix Asset Advisors
New York
$358K – – –
FBT
1227
First Bankers Trust
Kentucky
$356K -$87.1K -700 -20%
WIA
1228
Westbourne Investment Advisors
Maryland
$356K -$3.36K -27 -0.9%
LA
1229
LVW Advisors
New York
$356K – – –
SAM
1230
SignalPoint Asset Management
Missouri
$355K -$1.37K -11 -0.4%
TSWM
1231
Triangle Securities Wealth Management
North Carolina
$354K – – –
IB
1232
Intrust Bank
Kansas
$353K – – –
FFA
1233
First Foundation Advisors
California
$353K +$10.2K +82 +3%
CCMD
1234
Cypress Capital Management (Delaware)
Delaware
$350K – – –
SFS
1235
Strategic Financial Services
New York
$349K -$89.8K -722 -20%
MIP
1236
Marietta Investment Partners
Wisconsin
$349K – – –
PA
1237
PSI Advisors
Florida
$348K +$348K +2,800 New
AI
1238
Accredited Investors
Minnesota
$346K +$747 +6 +0.2%
MCMT
1239
Moon Capital Management (Tennessee)
Tennessee
$345K +$124 +1 +0%
CA
1240
Cambridge Advisors
Nebraska
$344K +$344K +2,760 New
MCM
1241
Maryland Capital Management
Maryland
$342K +$33.1K +266 +11%
OA
1242
Oxbow Advisors
Texas
$341K – – –
MWM
1243
Mission Wealth Management
California
$341K +$6.98K +56 +2%
HWA
1244
HCR Wealth Advisors
California
$341K +$74.8K +600 +28%
EW
1245
Evoke Wealth
California
$341K +$19.9K +160 +6%
PCMC
1246
Paragon Capital Management (Colorado)
Colorado
$339K – – –
TYCC
1247
Texas Yale Capital Corp
Florida
$337K – – –
OIA
1248
Optimum Investment Advisors
Illinois
$337K – – –
BG
1249
Bahl & Gaynor
Ohio
$336K +$106K +855 +46%
M
1250
MOTCO
Texas
$335K +$59.7K +480 +22%
48 49
50
51 52