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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 %
FA
1451
Fagan Associates
New York
$207K +$207K +1,660 New
ICP
1452
Ironvine Capital Partners
Nebraska
$207K +$207K +1,664 New
TIA
1453
Traphagen Investment Advisors
New Jersey
$207K +$207K +1,662 New
ISWM
1454
Independent Solutions Wealth Management
New York
$206K +$206K +1,655 New
AWM
1455
Aevitas Wealth Management
Massachusetts
$205K -$18.6K -149 -8%
SLT
1456
St Louis Trust
Missouri
$204K +$204K +1,640 New
MBTD
1457
Mechanics Bank - Trust Department
California
$204K +$204K +1,641 New
BSPF
1458
British Steel Pension Fund
United Kingdom
$203K – – –
VIM
1459
Vista Investment Management
Pennsylvania
$202K +$202K +1,625 New
BA
1460
Ballast Advisors
Minnesota
$201K +$201K +1,612 New
CHC
1461
City Holding Co
West Virginia
$200K – – –
TI
1462
Truehand Inc
New Hampshire
$199K – – –
BL
1463
Balentine LLC
Georgia
$197K -$646K -5,193 -77%
CB
1464
CNB Bank
Pennsylvania
$196K -$6.21K -50 -3%
FC
1465
FORA Capital
Florida
$195K +$195K +1,569 New
PO
1466
Private Ocean
California
$194K +$1.87K +15 +1%
DAM
1467
Delta Asset Management
Tennessee
$193K -$995 -8 -0.5%
AAP
1468
Arax Advisory Partners
Colorado
$193K +$18.7K +150 +11%
BCI
1469
Brinker Capital Investments
Pennsylvania
$191K – – –
MIFH
1470
Migdal Insurance & Financial Holdings
Israel
$191K +$153K +1,237 +407%
FANJ
1471
Financial Architects (New Jersey)
New Jersey
$190K – – –
VIM
1472
Veritas Investment Management
United Kingdom
$187K – – –
BCM
1473
Blume Capital Management
California
$186K – – –
SIAP
1474
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$186K – – –
KTC
1475
Kistler-Tiffany Companies
Pennsylvania
$185K -$63.4K -510 -26%
57 58
59
60 61