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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 %
HA
1376
Harbor Advisors
Florida
$249K – – –
CAM
1377
Claret Asset Management
Quebec, Canada
$248K +$32.9K +265 +15%
CCM
1378
Compass Capital Management
Minnesota
$247K – – –
AAM
1379
American Asset Management
Florida
$247K – – –
PA
1380
Procyon Advisors
Connecticut
$247K +$247K +1,983 New
LWM
1381
Laidlaw Wealth Management
New York
$247K +$247K +1,985 New
FFN
1382
Focus Financial Network
Minnesota
$246K +$622 +5 +0.3%
CPA
1383
Clear Perspective Advisors
Illinois
$246K -$8.97K -72 -4%
GLI
1384
Guardian Life Insurance
New York
$246K -$1.87K -15 -0.8%
GA
1385
Geller Advisors
New York
$244K -$55.6K -446 -19%
TFA
1386
Toth Financial Advisory
Virginia
$244K +$374 +3 +0.2%
CCM
1387
Condor Capital Management
New Jersey
$242K -$1.5K -12 -0.6%
Cetera Investment Advisers
1388
Cetera Investment Advisers
Illinois
$242K +$5.28K +43 +2%
ACS
1389
Archford Capital Strategies
Illinois
$242K +$14.4K +116 +6%
IWC
1390
Integrated Wealth Concepts
Massachusetts
$242K +$17.4K +140 +8%
IFO
1391
Independent Family Office
New York
$241K +$241K +1,932 New
EGM
1392
Engineers Gate Manager
New York
$239K -$3.18M -25,542 -93%
W
1393
Wealthquest
Ohio
$237K -$1.12K -9 -0.5%
WCM
1394
Windsor Capital Management
Arizona
$237K +$237K +1,906 New
VAG
1395
VisionPoint Advisory Group
Texas
$236K -$25.7K -207 -10%
WA
1396
Wealth Architects
California
$235K -$2.12K -17 -0.9%
AIC
1397
Ameritas Investment Company
Nebraska
$234K -$4.85K -39 -2%
AAM
1398
Aureus Asset Management
Massachusetts
$233K – – –
WCM
1399
Washington Capital Management
Washington
$232K – – –
PPCM
1400
Pillar Pacific Capital Management
California
$232K – – –
54 55
56
57 58