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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 %
OAM
1301
Oak Asset Management
California
$295K – – –
IIC
1302
Integrated Investment Consultants
Michigan
$294K – – –
CWG
1303
Cornerstone Wealth Group
North Carolina
$294K +$294K +2,360 New
NCM
1304
Northside Capital Management
Oregon
$293K -$45.5K -365 -13%
CAMG
1305
CWA Asset Management Group
Florida
$292K +$63.3K +508 +28%
OSAM
1306
O'Shaughnessy Asset Management
Connecticut
$292K +$292K +2,344 +78,133%
LJHT
1307
Laurie J. Hall Trustee
$291K – – –
DP
1308
Dearborn Partners
Illinois
$289K -$9.34K -75 -3%
CFA
1309
Cahill Financial Advisors
Minnesota
$289K – – –
WB
1310
Webster Bank
Connecticut
$289K – – –
22CM
1311
20/20 Capital Management
California
$289K +$289K +2,170 New
FBB
1312
Fulton Breakefield Broenniman
Maryland
$289K +$289K +2,318 New
BA
1313
Bristlecone Advisors
Washington
$289K +$289K +2,318 New
DIM
1314
Delta Investment Management
California
$289K +$289K +2,326 New
PP
1315
Palladium Partners
Virginia
$288K -$157K -1,264 -35%
TMAM
1316
Tokio Marine Asset Management
Japan
$288K +$17.7K +142 +7%
PL
1317
Plancorp LLC
Missouri
$287K – – –
FWM
1318
Fairhaven Wealth Management
Illinois
$285K – – –
FFSOTS
1319
Fiduciary Financial Services of The Southwest
Texas
$285K – – –
HB
1320
Horizon Bancorp
Indiana
$285K +$285K +2,283 New
CL
1321
CPWM LLC
Washington
$283K -$122K -982 -30%
FCFS
1322
First Command Financial Services
Texas
$283K +$14.4K +116 +5%
FCB
1323
First Command Bank
Texas
$283K +$14.4K +116 +5%
NCM
1324
Nelson Capital Management
California
$281K – – –
SFA
1325
Semmax Financial Advisors
North Carolina
$281K +$17K +137 +6%
51 52
53
54 55