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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 %
CC
501
Cipher Capital
New York
$4.49M -$2.23M -18,842 -33%
WF
502
WoodTrust Financial
Wisconsin
$4.49M +$79.4K +671 +2%
OMC
503
Overbrook Management Corp
New York
$4.49M -$99.4K -840 -2%
DADC
504
D.A. Davidson & Co
Montana
$4.49M +$189K +1,599 +4%
BAC
505
Boys Arnold & Co
North Carolina
$4.46M -$661K -5,570 -13%
JAM
506
Jupiter Asset Management
United Kingdom
$4.42M -$14.6M -123,827 -77%
NA
507
Neuburgh Advisers
California
$4.42M +$1.31M +11,088 +42%
AUB
508
Atlantic Union Bankshares
Virginia
$4.42M -$126K -1,066 -3%
NCM
509
Narwhal Capital Management
Georgia
$4.38M +$491K +4,154 +13%
MA
510
Montag & Associates
Georgia
$4.34M -$1.02M -8,600 -19%
HCM
511
Horan Capital Management
Maryland
$4.26M -$6.74K -57 -0.2%
PAG
512
Private Advisor Group
New Jersey
$4.25M +$698K +5,895 +20%
ACP
513
Ashfield Capital Partners
California
$4.21M -$127K -1,072 -3%
BAM
514
Barrett Asset Management
New York
$4.19M – – –
CIP
515
Chartwell Investment Partners
Pennsylvania
$4.18M +$119K +1,007 +3%
AIC
516
Argus Investors Counsel
New York
$4.18M -$144K -1,215 -3%
ACM
517
Adalta Capital Management
New York
$4.16M – – –
CT
518
Cambridge Trust
Massachusetts
$4.13M -$138K -1,164 -3%
KRS
519
Kentucky Retirement Systems
Kentucky
$4.12M +$351K +2,971 +9%
AIMCA
520
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.1M +$4.1M +34,700 New
CBT
521
Central Bank & Trust
Kentucky
$4.1M +$3.69M +31,172 +896%
MHC
522
Meyer Handelman Company
New York
$4.09M – – –
RBA
523
Richard Bernstein Advisors
New York
$4.07M – – –
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$4.06M -$59.4K -502 -1%
PWP
525
Private Wealth Partners
California
$4.01M +$1.29M +10,920 +47%
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