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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 %
TC
1401
Truvestments Capital
Florida
$232K +$38.2K +307 +20%
SWA
1402
Stratos Wealth Advisors
Ohio
$230K -$441K -3,551 -66%
SC
1403
Sawyer & Company
Massachusetts
$227K +$4.36K +35 +2%
VNA
1404
Valley National Advisers
Pennsylvania
$226K +$17.6K +142 +8%
BCM
1405
Brookstone Capital Management
Illinois
$225K -$73.5K -589 -25%
FA
1406
Financial Advisors
Massachusetts
$225K – – –
CAL
1407
Capital Analysts LLC
Pennsylvania
$225K +$2.49K +20 +1%
PAS
1408
Partnervest Advisory Services
California
$224K -$116K -932 -34%
QCMC
1409
Quantum Capital Management (California)
California
$224K – – –
SAM
1410
Security Asset Management
New York
$224K – – –
DWM
1411
Destination Wealth Management
California
$224K +$7.1K +57 +3%
OCM
1412
Osterweis Capital Management
California
$223K – – –
WC
1413
Whitnell & Co
Illinois
$223K – – –
LC
1414
Lavaca Capital
Texas
$223K – – –
MCM
1415
Mengis Capital Management
Oregon
$222K – – –
AIA
1416
Angeles Investment Advisors
California
$222K – – –
CTA
1417
Colonial Trust Advisors
South Carolina
$222K – – –
MSR
1418
Main Street Research
Connecticut
$222K +$222K +1,787 New
CFW
1419
CA Family Wealth
California
$221K +$221K +1,775 New
CA
1420
Capital Advantage
California
$220K +$220K +1,630 New
FMW
1421
Farr Miller & Washington
District of Columbia
$220K +$220K +1,765 New
MFW
1422
Mosaic Family Wealth
Missouri
$219K -$138K -1,108 -39%
CC
1423
Centiva Capital
New York
$219K -$136K -1,090 -38%
BIM
1424
Baldwin Investment Management
Pennsylvania
$219K – – –
DBIA
1425
Dumont & Blake Investment Advisors
New Jersey
$219K – – –
55 56
57
58 59