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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.37B
2
VAM
Veritas Asset Management
United Kingdom
$558M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$548M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.19B
5
TP
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
451
Shelter Mutual Insurance
Missouri
$5.86M -$562K -4,550 -9%
FCT
452
Family Capital Trust
Massachusetts
$5.77M -$148K -1,197 -2%
BBHC
453
Brown Brothers Harriman & Co
New York
$5.77M +$23.6K +191 +0.4%
VanEck Associates
454
VanEck Associates
New York
$5.76M +$463K +3,750 +9%
OAM
455
Oppenheimer Asset Management
New York
$5.71M -$514K -4,162 -8%
EAM
456
Erste Asset Management
Austria
$5.7M +$496K +4,000 +10%
EP
457
Elkfork Partners
Oregon
$5.67M +$3.28M +26,544 +137%
SIRP
458
Shelter Insurance Retirement Plan
Missouri
$5.64M – – –
SJL
459
Shayne & Jacobs LLC
Tennessee
$5.61M – – –
IMOV
460
Investment Management of Virginia
Virginia
$5.61M -$7.71M -62,449 -58%
MA
461
Montag & Associates
Georgia
$5.59M +$97.3K +788 +2%
MPA
462
Marvin & Palmer Associates
Delaware
$5.58M +$442K +3,583 +9%
Alyeska Investment Group
463
Alyeska Investment Group
Illinois
$5.56M -$15.2M -123,299 -73%
AF
464
Alerus Financial
North Dakota
$5.49M -$231K -1,872 -4%
GIM
465
Goelzer Investment Management
Indiana
$5.47M -$1.08M -8,772 -17%
ANBT
466
American National Bank & Trust
Texas
$5.45M -$907K -7,345 -14%
HL
467
HeadInvest LLC
Maine
$5.44M -$12.3K -100 -0.2%
CIA
468
Choate Investment Advisors
Massachusetts
$5.38M – – –
SIM
469
Sentry Investment Management
Wisconsin
$5.33M +$149K +1,207 +3%
BAC
470
Boys Arnold & Co
North Carolina
$5.33M -$2.96K -24 -0.1%
V
471
Veritable
Delaware
$5.29M -$58.8K -476 -1%
CTC
472
Central Trust Company
Missouri
$5.24M +$222K +1,744 +4%
CLOS
473
Compagnie Lombard Odier SCmA
Switzerland
$5.18M +$5.18M +42,000 New
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$5.18M +$1.22M +9,878 +31%
RB
475
Rodgers Brothers
Pennsylvania
$5.12M -$18.5K -150 -0.4%
17 18
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