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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 %
SC
1551
Solstein Capital
California
$70K +$70K +562 New
TT
1552
TI-Trust
Illinois
$70K +$70K +565 New
PCIA
1553
Prime Capital Investment Advisors
Kansas
$69K -$248 -2 -0.4%
FMII
1554
Farmers & Merchants Investments Inc
Nebraska
$65K – – –
WLPWM
1555
Walled Lake Planning & Wealth Management
Illinois
$64K +$64K +511 New
1832 Asset Management
1556
1832 Asset Management
Ontario, Canada
$63K – – –
CQS
1557
Credential Qtrade Securities
$62.9K – – –
JFGIW
1558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$129K -1,024 -68%
EFSCE
1559
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
TF
1560
TimeScale Financial
Massachusetts
$60K – – –
PCFFS
1561
Pacific Center for Financial Services
California
$59K – – –
CHA
1562
Carmichael Hill & Associates
Maryland
$59K +$59K +471 New
MF
1563
Manchester Financial
California
$59K +$59K +475 New
EWM
1564
EPG Wealth Management
Georgia
$55K +$55K +443 New
PCTC
1565
Perkins Coie Trust Company
Washington
$54K – – –
WPA
1566
West Paces Advisors
Georgia
$51.3K – – –
AP
1567
Atwood & Palmer
Missouri
$50K – – –
FPB
1568
First PREMIER Bank
South Dakota
$50K – – –
GG
1569
Gleason Group
Kentucky
$48K +$48K +384 New
EWM
1570
Edge Wealth Management
New York
$46K – – –
TAIM
1571
TD Ameritrade Investment Management
Nebraska
$45K +$1.49K +12 +3%
BWA
1572
BDO Wealth Advisors
Florida
$44K – – –
EARNEST Partners
1573
EARNEST Partners
Georgia
$44K – – –
SFSIG
1574
San Francisco Sentry Investment Group
California
$43K -$20K -160 -32%
BHWM
1575
Bay Harbor Wealth Management
Maryland
$42K -$2.35K -19 -5%
61 62
63
64 65