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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 %
PAM
1526
Paradigm Asset Management
New York
$99.6K – – –
BWM
1527
BerganKDV Wealth Management
Minnesota
$97K +$10.3K +83 +12%
EWM
1528
Endurance Wealth Management
Rhode Island
$96K – – –
LTI
1529
Laffer Tengler Investments
Tennessee
$92.2K +$92.2K +741 New
SIAS
1530
Shine Investment Advisory Services
Colorado
$92K -$3.75K -30 -4%
SL
1531
Savior LLC
Massachusetts
$92K +$92K +739 New
VCM
1532
Versant Capital Management
Arizona
$91K -$2.85K -23 -3%
IF
1533
Ironwood Financial
Arizona
$91K – – –
LC
1534
Lindbrook Capital
California
$91K +$2.87K +23 +3%
PFGIA
1535
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$15.3K +123 +20%
WCG
1536
Weaver Consulting Group
California
$89K – – –
HCM
1537
Highlander Capital Management
New Jersey
$87K – – –
MCWA
1538
Meadow Creek Wealth Advisors
Georgia
$87K +$87K +50,275 New
ACA
1539
Atlas Capital Advisors
Wyoming
$86.5K -$99.8K -802 -54%
GAM
1540
Gemmer Asset Management
California
$85K – – –
KWM
1541
Keebeck Wealth Management
Illinois
$85K +$85K +689 New
FA
1542
Financial Advantage
Maryland
$84K – – –
CMO
1543
Covenant Multifamily Offices
Texas
$84K +$84K +674 New
NSB
1544
Norway Savings Bank
Maine
$83K – – –
Kayne Anderson Rudnick Investment Management
1545
Kayne Anderson Rudnick Investment Management
California
$82K +$2.75K +22 +3%
CA
1546
Crewe Advisors
Utah
$81K +$50.6K +407 +166%
HCA
1547
Horan Capital Advisors
Ohio
$76K – – –
SMFS
1548
Squar Milner Financial Services
California
$74K +$74K +598 New
NIM
1549
NuWave Investment Management
New Jersey
$73K -$1.13M -9,134 -94%
TFO
1550
Tarbox Family Office
California
$72K -$745 -6 -1%
60 61
62
63 64