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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 %
NL
1351
NWAM LLC
Washington
$264K +$2.12K +17 +0.8%
B
1352
Bellecapital
Switzerland
$264K +$264K +2,117 New
BWA
1353
Burt Wealth Advisors
Maryland
$261K – – –
KM
1354
Kalos Management
Georgia
$260K +$5.21K +42 +2%
CPIA
1355
Cornell Pochily Investment Advisors
New York
$259K +$13.7K +110 +6%
CA
1356
Calton & Associates
Florida
$259K +$259K +2,079 New
BC
1357
Burney Company
Virginia
$257K -$2.99K -24 -1%
HDIM
1358
Hanson & Doremus Investment Management
Vermont
$257K – – –
GIM
1359
Greylin Investment Management
Virginia
$255K -$3.11K -25 -1%
VCAM
1360
Van Cleef Asset Management
Ohio
$255K – – –
AW
1361
Alpha Windward
Massachusetts
$255K – – –
HPWM
1362
Highland Private Wealth Management
Washington
$254K -$1.99K -16 -0.8%
LPT
1363
Legacy Private Trust
Wisconsin
$254K – – –
IRC
1364
Investors Research Corp
Georgia
$254K – – –
MPIA
1365
Mountain Pacific Investment Advisers
Idaho
$253K -$37.4K -300 -13%
KFGK
1366
Keystone Financial Group (Kentucky)
Kentucky
$253K – – –
Wealth Enhancement Advisory Services
1367
Wealth Enhancement Advisory Services
Minnesota
$253K +$253K +2,042 New
Cohen & Steers
1368
Cohen & Steers
New York
$252K -$2.08M -16,757 -89%
CHP
1369
Cable Hill Partners
Oregon
$252K +$252K +2,021 New
PPW
1370
Pasadena Private Wealth
California
$251K – – –
BCM
1371
BlueCrest Capital Management
Jersey
$250K +$250K +2,008 New
LI
1372
Lafayette Investments
Maryland
$249K – – –
CCG
1373
Cypress Capital Group
Florida
$249K – – –
MJP
1374
Michael J. Puzo
$249K – – –
PFS
1375
Physicians Financial Services
North Carolina
$249K – – –
53 54
55
56 57