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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 %
HWM
1651
Howard Wealth Management
Connecticut
$7K +$7K +57 New
CI
1652
Cordant Inc
Oregon
$7K +$7K +58 New
CA
1653
Claar Advisors
New York
$6.23K +$6.23K +50,000 New
HCM
1654
Horrell Capital Management
Arkansas
$6K – – –
FCH
1655
Freestone Capital Holdings
Washington
$5.58K +$579 +4,648 +12%
CWM
1656
Cranbrook Wealth Management
Michigan
$5K – – –
GTAM
1657
Global Trust Asset Management
Florida
$5K – – –
BAMG
1658
Brand Asset Management Group
Missouri
$5K – – –
IWP
1659
IAG Wealth Partners
Wisconsin
$5K +$5K +35 New
WWM
1660
Willingdon Wealth Management
North Carolina
$4K – – –
DI
1661
Disciplined Investments
Oklahoma
$4K +$4K +33 New
PG
1662
Proffitt & Goodson
Tennessee
$3K – – –
FWM
1663
Focused Wealth Management
New York
$2K -$140K -1,331 -99%
LWA
1664
Lowe Wealth Advisors
Maryland
$2K – – –
SWM
1665
Sugarloaf Wealth Management
Georgia
$2K +$2K +17 New
SHWM
1666
Silicon Hills Wealth Management
Texas
$1.04K +$1.04K +3 New
FPS
1667
Fieldpoint Private Securities
Connecticut
$1K – – –
PWP
1668
Personal Wealth Partners
Minnesota
$1K – – –
CWA
1669
Core Wealth Advisors
Florida
$1K +$1K +7 New
PGAM
1670
Princeton Global Asset Management
New Jersey
$606 +$46 +370 +8%
EC
1671
Eminence Capital
New York
– -$125M -1,060,939 Closed
HighTower Advisors
1672
HighTower Advisors
Illinois
– -$50M -422,175 Closed
BCM
1673
Bridgeway Capital Management
Texas
– -$40.2M -339,829 Closed
Jacobs Levy Equity Management
1674
Jacobs Levy Equity Management
New Jersey
– -$33.5M -283,200 Closed
Voloridge Investment Management
1675
Voloridge Investment Management
Florida
– -$23.4M -197,926 Closed
65 66
67
68 69