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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 %
JAM
1576
JCIC Asset Management
Ontario, Canada
$42K – – –
SIM
1577
Sonora Investment Management
Arizona
$42K +$42K +334 New
TCWM
1578
Total Clarity Wealth Management
Illinois
$42K +$42K +340 New
RA
1579
Rational Advisors
New York
$41K -$129K -1,037 -76%
MAM
1580
Marquette Asset Management
Minnesota
$41K – – –
OSNBOA
1581
Old Second National Bank of Aurora
Illinois
$41K +$30.6K +248 +295%
AWM
1582
AllSquare Wealth Management
New York
$40K -$10.8K -87 -21%
AP
1583
Arlington Partners
Alabama
$38K – – –
HGWM
1584
Harvest Group Wealth Management
Massachusetts
$38K – – –
LAS
1585
Lloyd Advisory Services
Georgia
$38K +$38K +304 New
JSC
1586
Jackson Square Capital
California
$38K +$38K +306 New
CAM
1587
Columbia Asset Management
Michigan
$37.9K +$2 +2 +0%
TCCM
1588
Timber Creek Capital Management
Massachusetts
$37K – – –
EI
1589
Ellevest Inc
New York
$37K +$35.1K +281 +1,873%
CMA
1590
Cedar Mountain Advisors
Oregon
$37K +$37K +295 New
BAM
1591
Bellevue Asset Management
Washington
$37K +$37K +300 New
WB
1592
West Bancorporation
Iowa
$37K +$37K +300 New
SIA
1593
Sit Investment Associates
Minnesota
$35K – – –
CP
1594
Corbenic Partners
Pennsylvania
$34K +$34K +274 New
CBT
1595
Capital Bank & Trust
California
$33K +$2.73K +22 +9%
TI
1596
tru Independence
Oregon
$33K +$33K +383 New
CFD
1597
Creative Financial Designs
Indiana
$32K – – –
AWMS
1598
Advocacy Wealth Management Services
Georgia
$30K -$756 -6 -2%
NG
1599
NWK Group
California
$30K +$30K +240 New
AP
1600
Americana Partners
Texas
$30K +$30K +241 New
62 63
64
65 66