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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
Wellington Management Group
Massachusetts
$3.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$674M
4
ClearBridge Investments
ClearBridge Investments
New York
$852M
5
LP
Longview Partners
Guernsey
$96.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
BlackRock
New York
$5.35B
4
Renaissance Technologies
Renaissance Technologies
New York
$2.7M
5
PP
Prudential plc
United Kingdom
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1726
MANA Advisors
New York
– -$289K -2,447 Closed
SB
1727
Strategic Blueprint
Georgia
– -$262K -2,215 Closed
CANY
1728
Caxton Associates (New York)
New York
– -$259K -2,197 Closed
PWAP
1729
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$259K -2,192 Closed
FNBOO
1730
First National Bank of Omaha
Nebraska
– -$259K -2,189 Closed
GIP
1731
Granite Investment Partners
California
– -$248K -2,100 Closed
IUHSA
1732
Itau Unibanco Holding S.A.
Brazil
– -$258K -2,099 Closed
CCI
1733
Credit Capital Investments
New Jersey
– -$237K -2,000 Closed
NB
1734
Northwest Bancshares
Pennsylvania
– -$234K -1,975 Closed
CCB
1735
Cutter & Co Brokerage
Missouri
– -$221K -1,872 Closed
CBU
1736
CIBC Bank USA
Illinois
– -$216K -1,822 Closed
DAS
1737
Dynamic Advisor Solutions
Arizona
– -$200K -1,692 Closed
KWA
1738
KCS Wealth Advisory
California
– -$157K -1,328 Closed
FL
1739
Fort LP
Maryland
– -$122K -1,033 Closed
PCM
1740
Princeton Capital Management
New Jersey
– -$120K -1,015 Closed
MS
1741
Mizuho Securities
Japan
– -$106K -900 Closed
TA
1742
Thor Advisors
New York
– -$103K -871 Closed
EWM
1743
Elmwood Wealth Management
California
– -$80K -675 Closed
CIAS
1744
Capital Investment Advisory Services
North Carolina
– -$70K -588 Closed
NIT
1745
NumerixS Investment Technologies
British Columbia, Canada
– -$59K -500 Closed
SFM
1746
Systematic Financial Management
New Jersey
– -$44K -374 Closed
NIC
1747
Northwest Investment Counselors
Oregon
– -$41K -343 Closed
ETI
1748
Enterprise Trust & Investment
California
– -$38K -320 Closed
FIA
1749
FNY Investment Advisers
New York
– -$35K -300 Closed
GWAG
1750
Garrett Wealth Advisory Group
Texas
– -$27.1K -229 Closed
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