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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 %
CPA
551
Capital Planning Advisors
California
$3.48M +$151K +1,224 +5%
RCM
552
Riverhead Capital Management
Delaware
$3.46M +$1.94M +15,744 +128%
GCA
553
Guardian Capital Advisors
Ontario, Canada
$3.44M +$73.6K +585 +2%
TW
554
Transform Wealth
Colorado
$3.44M -$946K -7,666 -22%
SC
555
SouthState Corp
Florida
$3.43M -$1.48M -11,972 -30%
MYLI
556
Meiji Yasuda Life Insurance
Japan
$3.39M -$273K -2,211 -7%
RWM
557
Rench Wealth Management
Texas
$3.37M -$23.3K -189 -0.7%
FMWA
558
Forvis Mazars Wealth Advisors
Missouri
$3.33M -$133K -1,077 -4%
FNFDCM
559
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.32M +$113K +915 +4%
FIM
560
Freedom Investment Management
Connecticut
$3.32M +$36.7K +297 +1%
Teacher Retirement System of Texas
561
Teacher Retirement System of Texas
Texas
$3.32M -$10M -81,099 -75%
LIA
562
LS Investment Advisors
Michigan
$3.28M +$924K +7,481 +39%
BF
563
BOK Financial
Oklahoma
$3.24M -$21.6K -175 -0.7%
FHB
564
First Hawaiian Bank
Hawaii
$3.24M +$221K +1,792 +7%
NA
565
Neuburgh Advisers
California
$3.24M +$1.87M +15,168 +137%
RJT
566
Raymond James Trust
Florida
$3.23M -$8.64K -70 -0.3%
RCG
567
Rock Creek Group
District of Columbia
$3.21M +$1.07M +8,644 +50%
NMIMC
568
Northwestern Mutual Investment Management Company
Wisconsin
$3.21M -$9.77M -79,114 -75%
FG
569
Fiduciary Group
Georgia
$3.2M -$57.9K -469 -2%
Cohen & Steers
570
Cohen & Steers
New York
$3.18M -$496K -4,017 -13%
AIA
571
Affinity Investment Advisors
California
$3.16M -$2.45M -19,873 -44%
ACC
572
Accident Compensation Corp
New Zealand
$3.16M -$24.7K -200 -0.8%
CSS
573
Cubist Systematic Strategies
Connecticut
$3.15M -$9.4M -76,140 -75%
PFSC
574
Peoples Financial Services Corp
Pennsylvania
$3.13M -$6.17K -50 -0.2%
TAM
575
Tradition Asset Management
Virginia
$3.12M +$3.12M +25,289 New
21 22
23
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