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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 %
CM
1251
Castleark Management
Illinois
$333K – – –
MIC
1252
Means Investment Company
Maine
$333K +$525 +4 +0.2%
HFA
1253
Huber Financial Advisors
Illinois
$332K -$12.5K -100 -4%
BOPW
1254
Brandywine Oak Private Wealth
Pennsylvania
$332K +$3.97K +32 +1%
SCA
1255
Stonebridge Capital Advisors
Minnesota
$330K -$3.37K -27 -1%
TFS
1256
Thoroughbred Financial Services
Tennessee
$330K – – –
LWM
1257
Liberty Wealth Management
California
$330K +$23.5K +189 +8%
PHS
1258
Pekin Hardy Strauss
Illinois
$329K – – –
IAN
1259
Integrated Advisors Network
Texas
$329K +$329K +2,639 New
SIA
1260
Strategic Investment Advisors
Michigan
$327K +$50.4K +405 +18%
EF
1261
Empirical Finance
Pennsylvania
$327K +$117K +939 +56%
BSB
1262
Bangor Savings Bank
Maine
$326K +$87.9K +706 +37%
AA
1263
Advisory Alpha
Michigan
$325K -$9K -70 -3%
ER
1264
Enlightenment Research
Florida
$324K – – –
IFAM
1265
Institutional & Family Asset Management
Colorado
$321K -$5.85K -47 -2%
RHAM
1266
Round Hill Asset Management
California
$321K -$4.1K -33 -1%
LA
1267
Legacy Advisors
Pennsylvania
$321K – – –
SFI
1268
SPC Financial Inc
Maryland
$321K +$35.1K +282 +12%
KPW
1269
Kore Private Wealth
New York
$319K +$33.5K +269 +12%
SLA
1270
Silver Lake Advisory
Utah
$315K +$373 +3 +0.1%
HIM
1271
Harbour Investment Management
Washington
$311K – – –
EVM
1272
Evelyn V. Moreno
$311K – – –
BC
1273
Brinker Capital
Pennsylvania
$311K +$53.5K +430 +21%
AWM
1274
Aberdeen Wealth Management
Illinois
$311K +$311K +2,496 New
NNP
1275
Nachman Norwood & Parrott
South Carolina
$310K +$124 +1 +0%
49 50
51
52 53