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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
+$553M
2
BlackRock
BlackRock
New York
+$291M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$266M
4
Renaissance Technologies
Renaissance Technologies
New York
+$232M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$165M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.09B
2
VAM
Veritas Asset Management
United Kingdom
-$558M
3
Dodge & Cox
Dodge & Cox
California
-$549M
4
ECU
Egerton Capital (UK)
United Kingdom
-$536M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
451
AlphaCrest Capital Management
New York
$5.75M +$3.59M +30,388 +167%
BA
452
Bridgewater Associates
Connecticut
$5.75M +$5.75M +48,583 New
VanEck Associates
453
VanEck Associates
New York
$5.71M +$194K +1,644 +4%
BBHC
454
Brown Brothers Harriman & Co
New York
$5.7M +$170K +1,440 +3%
BCM
455
BlueMar Capital Management
Florida
$5.69M -$3.74M -31,642 -40%
SMI
456
Shelter Mutual Insurance
Missouri
$5.62M – – –
CFA
457
Carroll Financial Associates
North Carolina
$5.62M -$2.37K -20 -0%
WIS
458
Wright Investors Service
Connecticut
$5.6M -$831K -7,028 -13%
RAM
459
RK Asset Management
Michigan
$5.58M -$207K -1,750 -4%
ANBT
460
American National Bank & Trust
Texas
$5.53M +$309K +2,612 +6%
EWA
461
EP Wealth Advisors
California
$5.51M +$5.51M +46,549 New
SJL
462
Shayne & Jacobs LLC
Tennessee
$5.5M +$118K +1,000 +2%
FCT
463
Family Capital Trust
Massachusetts
$5.49M -$34.4K -291 -0.6%
GCGDR
464
Geo Capital Gestora de Recursos
Brazil
$5.49M +$541K +4,570 +11%
MPA
465
Marvin & Palmer Associates
Delaware
$5.48M +$136K +1,148 +3%
OAM
466
Oppenheimer Asset Management
New York
$5.36M -$107K -908 -2%
AF
467
Alerus Financial
North Dakota
$5.36M +$92K +778 +2%
GIM
468
Goelzer Investment Management
Indiana
$5.28M +$34.5K +292 +0.7%
SFA
469
Sequoia Financial Advisors
Ohio
$5.28M -$460K -3,888 -8%
CGH
470
Crossmark Global Holdings
Texas
$5.26M -$445K -3,761 -8%
AI
471
Atria Investments
North Carolina
$5.19M +$412K +3,480 +9%
MAM
472
Morse Asset Management
Connecticut
$5.18M -$3.3M -27,888 -39%
WAM
473
Winslow Asset Management
Ohio
$5.16M -$712K -6,020 -12%
COPPSERS
474
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.16M +$402K +3,396 +8%
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$5.15M +$177K +1,500 +4%
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