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American Express
AXP

Overview Fund Activity

1,578 hedge funds and large institutions have $87.3B invested in American Express in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 501 increasing their positions, 634 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
34.33%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.54%
New
108
Increased
501
Reduced
634
Closed
87
Calls
$557M
Puts
$805M
Net Calls
-$248M
Net Calls Change
+$4.5M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.18B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$859M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.67B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.53B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$938M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.37B
2
VAM
2
Veritas Asset Management
United Kingdom
$558M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$548M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.19B
5
TP
5
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
301
Dupont Capital Management
Delaware
$13.2M -$5.02M -40,688 -28%
NCM
302
Noesis Capital Mangement
Florida
$12.9M -$176K -1,425 -1%
TAM
303
Tocqueville Asset Management
New York
$12.9M -$24.1K -195 -0.2%
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$12.7M +$76.3K +618 +0.6%
SAM
305
Silvercrest Asset Management
New York
$12.5M -$317K -2,565 -2%
OC
306
Oppenheimer & Co
New York
$12.4M -$483K -3,910 -4%
KeyBank National Association
307
KeyBank National Association
Ohio
$12.4M +$114K +924 +0.9%
CTA
308
Chesley Taft & Associates
Illinois
$12.4M +$72.2K +585 +0.6%
MCM
309
Moore Capital Management
New York
$12.3M +$12.3M +100,000 New
BAM
310
Bell Asset Management
Australia
$12.2M -$1.08M -8,733 -8%
MIM
311
Martin Investment Management
Florida
$12.1M -$937K -7,590 -7%
PA
312
Pinnacle Associates
New York
$12.1M -$43.3K -351 -0.4%
MSA
313
Mason Street Advisors
Wisconsin
$12.1M -$123K -1,000 -1%
PIA
314
Piedmont Investment Advisors
North Carolina
$12M +$4.59M +37,218 +62%
FTIOP
315
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12M +$75.9K +615 +0.6%
ALAM
316
Asahi Life Asset Management
Japan
$12M -$3.84M -31,135 -24%
BFA
317
Bragg Financial Advisors
North Carolina
$12M +$65.7K +532 +0.6%
WF
318
Welch & Forbes
Massachusetts
$12M +$526K +4,262 +5%
AIM
319
Achmea Investment Management
Netherlands
$11.9M -$740K -5,995 -6%
ACL
320
Azora Capital LP
Florida
$11.8M +$11.8M +95,766 New
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$11.7M -$613K -4,968 -5%
AB
322
Amalgamated Bank
New York
$11.6M -$827K -6,701 -7%
DJSG
323
D.J. St. Germain
Massachusetts
$11.6M -$321K -2,603 -3%
CCA
324
Cobblestone Capital Advisors
New York
$11.5M -$189K -1,529 -2%
NB
325
Norinchukin Bank
Japan
$11.4M -$1.19M -9,681 -9%
11 12
13
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