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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 %
ECG
1326
Edge Capital Group
Georgia
$281K +$281K +2,254 New
BHIA
1327
Birch Hill Investment Advisors
Massachusetts
$280K – – –
PV
1328
Private Vista
Illinois
$278K -$37.3K -299 -12%
TAM
1329
Trillium Asset Management
Massachusetts
$278K +$8.83K +71 +3%
O
1330
Ossiam
France
$277K -$344K -2,764 -55%
VST
1331
Van Strum & Towne
California
$277K – – –
MFG
1332
MidWestOne Financial Group
Iowa
$277K – – –
GLLW
1333
Graves Light Lenhart Wealth
Virginia
$276K – – –
RW
1334
REDW Wealth
New Mexico
$274K – – –
QPWM
1335
Quadrant Private Wealth Management
Pennsylvania
$270K -$12.5K -100 -4%
PWW
1336
Pettyjohn Wood & White
Virginia
$270K -$10.1K -81 -4%
NBG
1337
Nancy B. Gardiner
$270K – – –
AAIM
1338
Asset Advisors Investment Management
Georgia
$270K +$25.7K +200 +11%
CBN
1339
Cadence Bank NA
Texas
$270K +$31.2K +250 +13%
WANY
1340
Wealthspire Advisors (New York)
New York
$270K +$270K +2,165 New
CPSAC
1341
Chas P. Smith & Associates (CPS)
Florida
$269K – – –
CAAS
1342
Capital Asset Advisory Services
Michigan
$269K +$269K +2,026 New
RCA
1343
Ranch Capital Advisors
Florida
$268K -$5.74K -46 -2%
DTC
1344
Davidson Trust Company
Washington
$268K +$268K +2,163 New
WCM
1345
Whitener Capital Management
North Carolina
$267K – – –
KIC
1346
Keating Investment Counselors
Florida
$267K – – –
OLA
1347
Oliver Luxxe Assets
New Jersey
$267K – – –
PCMC
1348
Private Capital Management (Colorado)
Colorado
$266K – – –
CL
1349
Choreo LLC
Illinois
$266K +$48.5K +390 +22%
NWP
1350
Northstar Wealth Partners
Connecticut
$265K -$2.49K -20 -0.9%
52 53
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