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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 %
V
526
ValueWorks
New York
$3.93M -$520K -4,209 -12%
RIM
527
Rampart Investment Management
Connecticut
$3.86M -$152K -1,229 -4%
CIC
528
Chase Investment Counsel
Virginia
$3.85M +$3.85M +31,200 New
MME
529
Meag Munich Ergo
Germany
$3.85M +$536K +4,320 +16%
SLI
530
Sumitomo Life Insurance
Japan
$3.83M +$226K +1,831 +6%
WIA
531
Wealthstreet Investment Advisors
Texas
$3.81M -$55.6K -450 -1%
PPSG
532
Princeton Portfolio Strategies Group
New Jersey
$3.81M -$43.2K -350 -1%
HCM
533
Hutner Capital Management
Vermont
$3.78M -$6.17K -50 -0.2%
OWD
534
Osborn Williams & Donohoe
Ohio
$3.77M +$638K +5,170 +20%
CAM
535
Columbia Asset Management
Michigan
$3.75M -$86.3K -699 -2%
CCM
536
Coldstream Capital Management
Washington
$3.74M -$48.2K -390 -1%
BAAM
537
Baker Avenue Asset Management
California
$3.74M -$99.7K -808 -3%
PAG
538
Private Advisor Group
New Jersey
$3.71M -$731K -5,925 -16%
SW
539
SVB Wealth
Massachusetts
$3.65M -$16.8K -136 -0.5%
PGIM
540
Pacific Global Investment Management
California
$3.63M -$11.6K -94 -0.3%
BCM
541
Birmingham Capital Management
Alabama
$3.63M -$6.17K -50 -0.2%
SAM
542
Stansberry Asset Management
Texas
$3.61M -$402K -3,257 -10%
Mercer Global Advisors
543
Mercer Global Advisors
Colorado
$3.57M +$274K +2,219 +8%
SF
544
Synovus Financial
Georgia
$3.57M -$991K -8,022 -22%
CB
545
Cadence Bank
Mississippi
$3.54M +$230K +1,862 +7%
FNT
546
First National Trust
Pennsylvania
$3.53M +$906K +7,341 +34%
OCM
547
One Capital Management
California
$3.52M -$93.9K -761 -3%
CIBC World Market
548
CIBC World Market
Ontario, Canada
$3.52M -$1.37M -11,129 -28%
Fiera Capital (Canada)
549
Fiera Capital (Canada)
Quebec, Canada
$3.51M -$268K -2,175 -7%
DT
550
Diversified Trust
Tennessee
$3.51M -$20.7K -168 -0.6%
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