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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
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 %
LWA
1501
Lenox Wealth Advisors
New York
$133K +$124 +1 +0.1%
LWM
1502
Lenox Wealth Management
Ohio
$132K -$10.1K -81 -7%
AssetMark Inc
1503
AssetMark Inc
California
$132K +$27.8K +224 +27%
HIA
1504
Harbor Investment Advisory
Maryland
$132K +$132K +1,058 New
BCA
1505
Berman Capital Advisors
Georgia
$130K +$125 +1 +0.1%
FGAM
1506
Financial Gravity Asset Management
Texas
$124K -$80.9K -485 -39%
BWM
1507
Baystate Wealth Management
Massachusetts
$124K -$32.2K -258 -21%
SFFS
1508
Stonehage Fleming Financial Services
Jersey
$124K – – –
JWA
1509
JFS Wealth Advisors
Pennsylvania
$124K – – –
WQ
1510
Wealth Quarterback
New Jersey
$120K +$120K +967 New
TCM
1511
Tradewinds Capital Management
Washington
$117K +$10.7K +86 +10%
EWP
1512
Engrave Wealth Partners
Texas
$115K +$115K +931 New
APC
1513
Aspire Private Capital
North Carolina
$114K +$5K +40 +5%
THWM
1514
Taylor Hoffman Wealth Management
Virginia
$113K – – –
AIC
1515
Archer Investment Corporation
Indiana
$112K +$93.3K +750 +500%
FQ
1516
First Quadrant
California
$112K +$112K +900 New
FFC
1517
First Financial Corp
Indiana
$109K – – –
CWP
1518
CFM Wealth Partners
Texas
$107K +$107K +820 New
GEA
1519
Glen Eagle Advisors
New Jersey
$106K +$5.61K +45 +6%
PAI
1520
Pittenger & Anderson Inc
Nebraska
$102K – – –
CIM
1521
Contravisory Investment Management
Massachusetts
$101K +$11.9K +95 +13%
KFS
1522
Kelly Financial Services
Massachusetts
$100K +$124 +1 +0.1%
CFG
1523
CKW Financial Group
Hawaii
$100K – – –
FMB
1524
Field & Main Bank
Kentucky
$100K +$9.38K +75 +10%
VCM
1525
Vigilant Capital Management
Maine
$100K +$25K +200 +33%
59 60
61
62 63