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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 %
ACA
1426
Anchor Capital Advisors
Massachusetts
$219K – – –
BOM
1427
Bank of Marin
California
$219K +$219K +1,765 New
PB
1428
Pinnacle Bancorp
Nebraska
$218K -$9.97K -80 -4%
RP
1429
Riverbridge Partners
Minnesota
$218K – – –
EA
1430
Emerald Advisors
Washington
$218K +$218K +1,669 New
APP
1431
Avantax Planning Partners
Iowa
$216K -$29.3K -235 -12%
CFA
1432
CWS Financial Advisors
Michigan
$216K +$216K +1,732 New
HZ
1433
Hixon Zuercher
Ohio
$215K +$215K +1,726 New
GSC
1434
G&S Capital
Colorado
$214K +$8.83K +71 +4%
AIS
1435
Accurate Investment Solutions
Pennsylvania
$214K +$209K +1,675 +4,188%
ECA
1436
Elevated Capital Advisors
Utah
$214K +$214K +1,720 New
GSBTD
1437
Glenview State Bank Trust Department
Illinois
$213K -$9.97K -80 -4%
GIA
1438
Gladstone Institutional Advisory
Florida
$211K -$113K -905 -35%
WAP
1439
Wealthcare Advisory Partners
Pennsylvania
$211K +$249 +2 +0.1%
KCM
1440
Kornitzer Capital Management
Kansas
$211K +$211K +1,697 New
DA
1441
Duality Advisers
Florida
$210K -$3.91M -31,412 -95%
MIM
1442
Montgomery Investment Management
Maryland
$210K -$12.5K -100 -6%
RZH
1443
Relyea Zuckerberg Hanson
Connecticut
$210K +$210K +1,683 New
NFG
1444
Nadler Financial Group
Illinois
$210K +$210K +1,689 New
CRCM
1445
Corbett Road Capital Management
Virginia
$210K +$210K +1,690 New
VC
1446
Vicus Capital
Pennsylvania
$209K +$209K +1,678 New
GVAG
1447
Great Valley Advisor Group
Delaware
$208K -$50.8K -408 -20%
BRWM
1448
B. Riley Wealth Management
Tennessee
$208K +$186K +1,494 +830%
AW
1449
Avion Wealth
Texas
$208K +$208K +1,668 New
FI
1450
FormulaFolio Investments
Michigan
$208K +$208K +1,673 New
56 57
58
59 60