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 %
FEG
1601
Financial Enhancement Group
Indiana
$29K – – –
FWM
1602
FSA Wealth Management
Massachusetts
$29K +$29K +235 New
ST
1603
Sageworth Trust
Pennsylvania
$28K – – –
FP
1604
Financial Perspectives
Minnesota
$28K +$28K +225 New
AA
1605
AlphaMark Advisors
Kentucky
$27K – – –
IA
1606
IndexIQ Advisors
New York
$27K +$27K +217 New
TFGT
1607
TS Financial Group (TSFG)
Illinois
$26K -$1.73K -14 -6%
MWP
1608
Meridian Wealth Partners
Pennsylvania
$26K +$26K +206 New
FHA
1609
First Horizon Advisors
Tennessee
$25K -$350 -3 -1%
ICOM
1610
Investment Counselors of Maryland
Maryland
$25K – – –
SA
1611
SRH Advisors
Kansas
$25K – – –
HI
1612
Hudock Inc
Pennsylvania
$25K – – –
LGWM
1613
Litman Gregory Wealth Management
California
$25K – – –
TC
1614
Trust Company
Kansas
$25K – – –
RWG
1615
Regal Wealth Group
California
$24K – – –
TA
1616
TFG Advisers
Michigan
$23K +$23K +188 New
Credit Agricole
1617
Credit Agricole
France
$22K – – –
WHG
1618
Westwood Holdings Group
Texas
$21K -$989K -7,814 -98%
PWMG
1619
Prestige Wealth Management Group
New Jersey
$21K – – –
RTC
1620
Riverview Trust Company
Washington
$21K – – –
BG
1621
Bollard Group
Massachusetts
$21K +$125 +1 +0.6%
1NWS
1622
1 North Wealth Services
Maryland
$18K – – –
VEA
1623
Virtus ETF Advisers
New York
$17K -$29.8K -245 -64%
BWL
1624
Bogart Wealth LLC
Virginia
$17K -$1.02K -8 -6%
LFG
1625
Larson Financial Group
Missouri
$17K – – –
63 64
65
66 67