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

Top Sellers

1
MAM
Magellan Asset Management
Australia
$43.8M
2
VAM
Veritas Asset Management
United Kingdom
$0
3
Dodge & Cox
Dodge & Cox
California
$1.72B
4
ECU
Egerton Capital (UK)
United Kingdom
$418M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$881M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
376
Dorsey & Whitney Trust
South Dakota
$8.5M +$62.8K +531 +0.7%
SCM
377
Stanley Capital Management
Texas
$8.45M – – –
JMFC
378
J.M. Forbes & Co
Massachusetts
$8.44M +$28.3K +239 +0.3%
VWM
379
Venturi Wealth Management
Texas
$8.39M +$221K +1,870 +3%
Two Sigma Investments
380
Two Sigma Investments
New York
$8.39M +$7.94M +67,168 +1,800%
TSW
381
Thompson Siegel & Walmsley
Virginia
$8.34M -$99.4K -840 -1%
SAM
382
Securian Asset Management
Minnesota
$8.32M -$130K -1,100 -2%
FBA
383
Front Barnett Associates
Illinois
$8.26M -$496K -4,197 -6%
OPERF
384
Oregon Public Employees Retirement Fund
Oregon
$8.25M -$450K -3,802 -5%
DY
385
Dowling & Yahnke
California
$8.24M -$49K -414 -0.6%
NRS
386
Neville Rodie & Shaw
New York
$8.19M -$80.4K -680 -1%
B
387
BP
United Kingdom
$8.17M +$367K +3,100 +5%
BCM
388
Buckhead Capital Management
Georgia
$8.07M +$181K +1,528 +2%
CCP
389
Clifford Capital Partners
Utah
$8.04M +$27.4K +232 +0.3%
FIB
390
First Interstate Bank
Montana
$8.01M -$340K -2,873 -4%
QIM
391
Quantitative Investment Management
Virginia
$7.96M +$5.45M +46,091 +217%
CAM
392
Carret Asset Management
New York
$7.84M +$85.2K +720 +1%
BFO
393
Biltmore Family Office
North Carolina
$7.81M +$3.9M +33,000 +100%
CSIC
394
Clifford Swan Investment Counsel
California
$7.74M -$88.7K -750 -1%
EP
395
Elkfork Partners
Oregon
$7.73M +$2.29M +19,404 +42%
AMI
396
Amica Mutual Insurance
Rhode Island
$7.37M -$1.88M -15,892 -20%
SI
397
Stephens Inc
Arkansas
$7.29M -$307K -2,595 -4%
LSA
398
L & S Advisors
California
$7.27M -$767K -6,485 -10%
TNB
399
TCF National Bank
South Dakota
$7.22M +$7.22M +61,016 New
CM
400
CS McKee
Pennsylvania
$7.21M -$911K -7,706 -11%
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