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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
$3.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$674M
4
ClearBridge Investments
ClearBridge Investments
New York
$852M
5
LP
Longview Partners
Guernsey
$96.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
BlackRock
New York
$5.35B
4
Renaissance Technologies
Renaissance Technologies
New York
$2.7M
5
PP
Prudential plc
United Kingdom
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1276
Merit Financial Group
Georgia
$309K +$309K +2,481 New
BEAM
1277
Baker Ellis Asset Management
Washington
$308K -$1.5M -12,050 -83%
AWM
1278
Argent Wealth Management
Massachusetts
$307K +$307K +2,462 New
JFA
1279
JNBA Financial Advisors
Minnesota
$306K -$873 -7 -0.3%
RCM
1280
RB Capital Management
Nevada
$306K +$40.4K +325 +15%
JA
1281
JOYN Advisors
Georgia
$305K -$16.5K -133 -5%
CIC
1282
Carnegie Investment Counsel
Ohio
$305K – – –
MFT
1283
Moisand Fitzgerald Tamayo
Florida
$305K – – –
NEGWA
1284
New England Guild Wealth Advisors
Connecticut
$305K – – –
PCS
1285
Personal CFO Solutions
New Jersey
$304K +$304K +2,442 New
PA
1286
Probity Advisors
Texas
$303K -$11.7K -94 -4%
WIP
1287
Wellesley Investment Partners
Massachusetts
$303K – – –
VWM
1288
Valley Wealth Managers
New Jersey
$303K +$4.47K +36 +1%
RMDI
1289
R.M. Davis Inc
Maine
$302K -$16.9K -136 -5%
CA
1290
Centerpoint Advisors
Massachusetts
$301K -$15.3K -123 -5%
HFM
1291
Harvest Fund Management
China
$300K – – –
MWA
1292
Meridian Wealth Advisors
Texas
$300K – – –
MC
1293
Montag & Caldwell
Georgia
$299K – – –
VCP
1294
Verus Capital Partners
Arizona
$299K +$299K +2,402 New
CIP
1295
Convergence Investment Partners
Florida
$296K -$3.48K -28 -1%
KLI
1296
Kelman-Lazarov Inc
Tennessee
$296K – – –
SFG
1297
Sunburst Financial Group
Alabama
$296K +$296K +2,378 New
IWP
1298
Icon Wealth Partners
Texas
$295K -$37.8K -304 -11%
CI
1299
CX Institutional
Indiana
$295K -$16K -128 -5%
WTB
1300
Washington Trust Bank
Washington
$295K – – –
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