AXP icon

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
1
Wellington Management Group
Massachusetts
$3.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$545M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$674M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$852M
5
LP
5
Longview Partners
Guernsey
$96.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
3
BlackRock
New York
$5.35B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.7M
5
PP
5
Prudential plc
United Kingdom
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
126
Boston Trust Walden
Massachusetts
$68.6M -$320K -2,567 -0.5%
Truist Financial
127
Truist Financial
North Carolina
$68.6M +$54.6M +438,710 +392%
Ameriprise
128
Ameriprise
Minnesota
$68.2M -$43.8M -352,166 -39%
AQR Capital Management
129
AQR Capital Management
Connecticut
$67.2M -$3M -24,108 -4%
William Blair & Company
130
William Blair & Company
Illinois
$66.7M +$19.4M +155,728 +41%
JIC
131
Johnson Investment Counsel
Ohio
$65.4M +$2.29M +18,398 +4%
ASC
132
Atalanta Sosnoff Capital
New York
$64.8M -$7.01M -56,306 -10%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$64M -$4.85M -38,969 -7%
PAM
134
Panagora Asset Management
Massachusetts
$63.3M -$34.3M -275,426 -35%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$63.2M -$657K -5,280 -1%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$62.1M +$3.56M +28,593 +6%
MG
137
Markel Group
Virginia
$59.9M +$1.24M +9,950 +2%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$58.6M +$8.56M +68,798 +17%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$56.8M +$6.77M +54,394 +14%
N
140
Natixis
France
$56.5M -$20.8M -167,131 -27%
Victory Capital Management
141
Victory Capital Management
Texas
$56.4M -$799K -6,416 -1%
US Bancorp
142
US Bancorp
Minnesota
$55.8M -$1.21M -9,696 -2%
SBCM
143
Schwerin Boyle Capital Management
Massachusetts
$55.2M +$49.8K +400 +0.1%
Asset Management One
144
Asset Management One
Japan
$54.6M -$1.63M -13,116 -3%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$53.8M +$1.11M +8,951 +2%
CS
146
Candriam SCA
Luxembourg
$51.2M +$9.91M +79,575 +24%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$51M -$1.98M -15,921 -4%
RCAMU
148
Rothschild & Co Asset Management US
Connecticut
$50.6M -$464K -3,729 -0.9%
ET
149
Equitable Trust
Tennessee
$50.5M -$469K -3,766 -0.9%
CI
150
Cambiar Investors
Colorado
$50.2M -$2.2M -17,710 -4%
4 5
6
7 8