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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 %
CPA
576
Capital Planning Advisors
California
$3.16M -$172K -1,454 -5%
BCAM
577
Boston Common Asset Management
Massachusetts
$3.15M +$399K +3,370 +14%
USAA
578
United Services Automobile Association
Texas
$3.13M -$128M -1,079,979 -98%
SCA
579
Stokes Capital Advisors
South Carolina
$3.1M +$290K +2,450 +10%
KIA
580
KCM Investment Advisors
California
$3.07M +$711K +6,014 +30%
NMIMC
581
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M -$7.57K -64 -0.2%
WSCM
582
Wellington Shields Capital Management
New York
$3.06M +$330K +2,789 +12%
HSA
583
Hussman Strategic Advisors
Maryland
$3.02M +$59.1K +500 +2%
HI
584
HBK Investments
Texas
$3M +$109K +920 +4%
FG
585
Fiduciary Group
Georgia
$2.99M -$79.8K -675 -3%
OCM
586
Olstein Capital Management
New York
$2.97M – – –
GIA
587
Granite Investment Advisors
New Hampshire
$2.96M +$153K +1,295 +5%
PFSC
588
Peoples Financial Services Corp
Pennsylvania
$2.96M -$38.4K -325 -1%
Balyasny Asset Management
589
Balyasny Asset Management
Illinois
$2.95M +$2.95M +24,946 New
BFEC
590
Benjamin F. Edwards & Company
Missouri
$2.94M +$436K +3,686 +17%
TAM
591
Tradition Asset Management
Virginia
$2.92M -$68K -575 -2%
AP
592
Advisor Partners
California
$2.9M +$267K +2,254 +10%
FMTC
593
Farmers & Merchants Trust Company
California
$2.89M +$92.6K +783 +3%
FHB
594
First Hawaiian Bank
Hawaii
$2.89M -$219K -1,854 -7%
FIM
595
Freedom Investment Management
Connecticut
$2.87M -$313K -2,648 -10%
MYLI
596
Meiji Yasuda Life Insurance
Japan
$2.85M -$402K -3,398 -12%
CCM
597
Covington Capital Management
California
$2.85M +$14.3K +121 +0.5%
VAS
598
Vestmark Advisory Solutions
Massachusetts
$2.83M +$181K +1,531 +7%
SC
599
SouthState Corp
Florida
$2.82M -$469K -3,967 -14%
HTC
600
Haverford Trust Company
Pennsylvania
$2.81M -$12.5K -106 -0.4%
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