AXP icon

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 %
OCM
576
Olstein Capital Management
New York
$3.1M -$1.22M -9,900 -28%
HSA
577
Hussman Strategic Advisors
Maryland
$3.09M -$98.8K -800 -3%
SMH
578
Sanders Morris Harris
Texas
$3.07M +$2.69M +21,620 +721%
HI
579
HBK Investments
Texas
$3.01M -$4.31M -34,914 -59%
GFPC
580
Global Financial Private Capital
Florida
$2.99M -$531K -4,305 -15%
PA
581
Profund Advisors
Maryland
$2.96M +$660K +5,350 +29%
CCM
582
Covington Capital Management
California
$2.96M – – –
HTC
583
Haverford Trust Company
Pennsylvania
$2.95M -$368K -2,980 -11%
GIA
584
Granite Investment Advisors
New Hampshire
$2.93M +$64.2K +520 +2%
SCA
585
Stokes Capital Advisors
South Carolina
$2.93M -$24.1K -195 -0.8%
FMTC
586
Farmers & Merchants Trust Company
California
$2.92M +$31.5K +255 +1%
BFM
587
Boston Financial Management
Massachusetts
$2.92M – – –
BCAM
588
Boston Common Asset Management
Massachusetts
$2.88M -$326K -2,645 -10%
BWAM
589
Boyd Watterson Asset Management
Ohio
$2.87M -$161K -1,308 -5%
WSCM
590
Wellington Shields Capital Management
New York
$2.85M +$86.4K +700 +3%
GIM
591
Grassi Investment Management
California
$2.85M – – –
PWP
592
Private Wealth Partners
California
$2.84M +$1.74M +14,086 +158%
RC
593
RBF Capital
California
$2.84M – – –
BA
594
Boston Advisors
Massachusetts
$2.84M +$49.5K +401 +2%
HF
595
HRT Financial
New York
$2.81M +$2.06M +16,696 +273%
GD
596
Grandfield & Dodd
New York
$2.8M -$103K -835 -4%
RG
597
Rathbones Group
United Kingdom
$2.79M +$38.5K +312 +1%
SAM
598
Sawgrass Asset Management
Florida
$2.77M +$4.32K +35 +0.2%
DRS
599
Deane Retirement Strategies
Louisiana
$2.77M +$2.77M +22,403 New
VAS
600
Vestmark Advisory Solutions
Massachusetts
$2.76M -$39.9K -323 -1%
22 23
24
25 26