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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 %
SIM
476
Sentry Investment Management
Wisconsin
$5.11M – – –
EAM
477
Erste Asset Management
Austria
$5.1M -$356K -3,000 -7%
CIA
478
Choate Investment Advisors
Massachusetts
$5.06M -$102K -859 -2%
MML Investors Services
479
MML Investors Services
Massachusetts
$4.99M -$2.17M -18,322 -30%
HL
480
HeadInvest LLC
Maine
$4.94M -$270K -2,280 -5%
PA
481
Perennial Advisors
New York
$4.92M +$204K +1,725 +4%
QC
482
Quadrature Capital
United Kingdom
$4.91M +$4.91M +41,541 New
CTC
483
Central Trust Company
Missouri
$4.87M -$118 -1 -0%
NFGCM
484
Norman Fields Gottscho Capital Management
New York
$4.86M – – –
V
485
Veritable
Delaware
$4.81M -$257K -2,174 -5%
RCM
486
Riverhead Capital Management
Delaware
$4.81M +$1.5M +12,670 +45%
RB
487
Rodgers Brothers
Pennsylvania
$4.8M -$107K -904 -2%
JC
488
Jacobs & Co
California
$4.78M -$50.3K -425 -1%
EP
489
Edgestream Partners
New Jersey
$4.78M +$4.07M +34,419 +579%
GIA
490
GHP Investment Advisors
Colorado
$4.77M -$72.3K -611 -1%
ECM
491
Elgethun Capital Management
South Dakota
$4.77M +$47.3K +400 +1%
ZCA
492
Zeke Capital Advisors
Pennsylvania
$4.75M -$42.6K -360 -0.9%
SWM
493
Stockman Wealth Management
Montana
$4.73M +$200K +1,695 +4%
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$4.69M -$271K -2,293 -5%
LMIM
495
Lockheed Martin Investment Management
Maryland
$4.64M -$2.68M -22,660 -37%
RCM
496
Riverpark Capital Management
New York
$4.63M -$3.89M -32,856 -46%
KA
497
Kintegral Advisory
New York
$4.62M – – –
MMA
498
Miracle Mile Advisors
California
$4.57M +$195K +1,646 +4%
QCG
499
Quadrant Capital Group
Ohio
$4.52M -$1.18K -10 -0%
WTC
500
WhitTier Trust Company
Nevada
$4.52M -$1.3K -11 -0%
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