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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
+$813M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$428M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$292M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$163M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$543M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$248M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$187M
5
TP
Third Point
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
601
New England Asset Management
Connecticut
$2.75M +$420K +3,400 +18%
AP
602
Advisor Partners
California
$2.75M +$83.6K +677 +3%
PSUF
603
People's United Financial
Connecticut
$2.75M -$650K -5,268 -19%
BW
604
Bison Wealth
Georgia
$2.74M +$18.5K +150 +0.7%
KCMRT
605
Kemper Corp Master Retirement Trust
Illinois
$2.72M – – –
VCA
606
Verdence Capital Advisors
Maryland
$2.66M -$831K -6,730 -24%
FA
607
FDx Advisors
Illinois
$2.66M +$92.6K +750 +4%
BCM
608
Boltwood Capital Management
California
$2.65M -$17.3K -140 -0.6%
TEE
609
Tibra Equities Europe
United Kingdom
$2.65M +$1.25M +10,100 +89%
BOS
610
Bank of Stockton
California
$2.65M +$85.1K +690 +3%
BIAS
611
Beacon Investment Advisory Services
New Jersey
$2.64M +$2.64M +21,400 New
QIM
612
Quantitative Investment Management
Virginia
$2.62M +$2.62M +21,237 New
BFEC
613
Benjamin F. Edwards & Company
Missouri
$2.62M +$383K +3,106 +17%
ACI
614
Alpha Cubed Investments
California
$2.62M +$78K +632 +3%
MCM
615
Murphy Capital Management
New Jersey
$2.61M +$65.5K +531 +3%
Arrowstreet Capital
616
Arrowstreet Capital
Massachusetts
$2.59M +$2.59M +20,979 New
ODCM
617
Old Dominion Capital Management
Virginia
$2.59M +$35.1K +284 +1%
WCA
618
Westover Capital Advisors
Delaware
$2.57M -$44.3K -359 -2%
DWM
619
Darwin Wealth Management
Florida
$2.56M +$230K +1,863 +10%
AWM
620
Avior Wealth Management
Nebraska
$2.56M +$143K +1,162 +6%
PCM
621
Penserra Capital Management
California
$2.54M +$1.46M +11,808 +134%
SAIG
622
Semper Augustus Investments Group
Colorado
$2.52M -$106K -859 -4%
HT
623
HighTower Trust
Texas
$2.51M +$2.51M +20,300 New
IEFM
624
IQ EQ Fund Management
Ireland
$2.5M +$2.5M +20,248 New
AR
625
Advisory Research
Illinois
$2.48M -$71.7K -581 -3%
23 24
25
26 27