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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 %
SGAM
1626
Smith Group Asset Management
Texas
$16K -$1.28K -10 -7%
SC
1627
Steph & Co
Wisconsin
$16K +$16K +131 New
AFIA
1628
America First Investment Advisors
Nebraska
$15K – – –
FPFS
1629
First Personal Financial Services
North Carolina
$15K – – –
RFM
1630
Royal Fund Management
Florida
$14K – – –
TJHA
1631
Thomas J. Herzfeld Advisors
Florida
$14K +$2.63K +21 +23%
AWA
1632
Arkadios Wealth Advisors
Georgia
$13.8K +$13.8K +103 New
IWA
1633
Intercontinental Wealth Advisors
Texas
$13K – – –
JPLA
1634
Joseph P. Lucia & Associates
New York
$13K – – –
CA
1635
CXI Advisors
Indiana
$13K +$13K +104 New
SSWG
1636
Seven Springs Wealth Group
Tennessee
$13K +$13K +107 New
HR
1637
Howe & Rusling
New York
$12K – – –
SCA
1638
Stuart Chaussee & Associates
California
$12K – – –
EWA
1639
Evolution Wealth Advisors
Florida
$12K +$12K +95 New
EIP
1640
Ellis Investment Partners
Pennsylvania
$11K +$125 +1 +1%
SIS
1641
Sound Income Strategies
Florida
$10K -$11.2K -86 -53%
POIA
1642
Pin Oak Investment Advisors
Texas
$10K – – –
SWM
1643
Selective Wealth Management
Virginia
$9K – – –
SL
1644
Salomon & Ludwin
Virginia
$9K – – –
HWM
1645
HighMark Wealth Management
Minnesota
$9K +$9K +75 New
QAM
1646
QCI Asset Management
New York
$8K – – –
PCA
1647
Providence Capital Advisors
North Carolina
$8K – – –
BC
1648
Barnett & Company
Tennessee
$8K +$7.48K +58 +1,450%
WCM
1649
Wealthcare Capital Management
Virginia
$7K +$7K +55 New
PP
1650
Pacifica Partners
Canada
$7K +$7K +55 New
64 65
66
67 68