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American Express
AXP

Overview Fund Activity

1,578 hedge funds and large institutions have $82.3B invested in American Express in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 608 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
–
Holders Change %
0%
% of All Funds
34.66%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
1.21%
New
105
Increased
535
Reduced
608
Closed
95
Calls
$530M
Puts
$832M
Net Calls
-$303M
Net Calls Change
-$54.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.97B
2
BlackRock
2
BlackRock
New York
$5.39B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.61B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$232M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$192M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$43.8M
2
VAM
2
Veritas Asset Management
United Kingdom
$0
3
Dodge & Cox
3
Dodge & Cox
California
$1.72B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$418M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$881M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
301
Madison Investment Holdings
Wisconsin
$13.2M -$438K -3,700 -3%
BAM
302
Bell Asset Management
Australia
$13.1M +$1.39M +11,739 +12%
KBC Group
303
KBC Group
Belgium
$13M +$5.59M +47,222 +75%
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$12.8M +$639K +5,405 +5%
CCM
305
Chilton Capital Management
Texas
$12.8M -$403K -3,407 -3%
BC
306
Bartlett & Co
Ohio
$12.7M +$5.72M +48,393 +82%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$12.7M +$5.72M +48,393 +82%
AB
308
Amalgamated Bank
New York
$12.5M +$1.39M +11,792 +13%
MIM
309
Martin Investment Management
Florida
$12.5M +$950K +8,031 +8%
IP
310
Interval Partners
New York
$12.4M +$12.4M +105,188 New
NCM
311
Noesis Capital Mangement
Florida
$12.4M +$51.6K +436 +0.4%
Rafferty Asset Management
312
Rafferty Asset Management
New York
$12.2M -$2.06M -17,419 -14%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$12.2M +$5.63M +47,597 +86%
SEC
314
Seven Eight Capital
New York
$12.1M +$12.1M +102,635 New
TAM
315
Tocqueville Asset Management
New York
$12.1M -$237K -2,000 -2%
FWIA
316
Fort Washington Investment Advisors
Ohio
$12.1M -$2.42M -20,418 -17%
PIA
317
Piedmont Investment Advisors
North Carolina
$12.1M +$539K +4,556 +5%
PA
318
Pinnacle Associates
New York
$12M +$477K +4,034 +4%
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
$11.9M -$9.67M -81,761 -45%
CTA
320
Chesley Taft & Associates
Illinois
$11.8M -$76.3K -645 -0.6%
SAM
321
Silvercrest Asset Management
New York
$11.8M -$212K -1,791 -2%
WF
322
Welch & Forbes
Massachusetts
$11.7M +$194K +1,644 +2%
KeyBank National Association
323
KeyBank National Association
Ohio
$11.6M -$267K -2,255 -2%
BAPIM
324
British Airways Pensions Investment Management
United Kingdom
$11.6M -$8.18M -69,194 -41%
BFA
325
Bragg Financial Advisors
North Carolina
$11.6M +$53.5K +452 +0.5%
11 12
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