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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 %
BFM
601
Boston Financial Management
Massachusetts
$2.77M -$27.8K -235 -1%
GFPC
602
Global Financial Private Capital
Florida
$2.77M -$99.1K -838 -3%
DRS
603
Deane Retirement Strategies
Louisiana
$2.76M +$111K +936 +4%
SCA
604
Snowden Capital Advisors
New York
$2.76M +$405K +3,424 +17%
GIM
605
Grassi Investment Management
California
$2.73M – – –
RC
606
RBF Capital
California
$2.72M – – –
SMH
607
Sanders Morris Harris
Texas
$2.7M -$114K -1,000 -4%
BWAM
608
Boyd Watterson Asset Management
Ohio
$2.7M -$45.9K -388 -2%
SAM
609
Sawgrass Asset Management
Florida
$2.67M +$19.5K +165 +0.7%
DWM
610
Darwin Wealth Management
Florida
$2.66M +$201K +1,700 +8%
GD
611
Grandfield & Dodd
New York
$2.64M -$45.9K -388 -2%
NEAM
612
New England Asset Management
Connecticut
$2.64M – – –
BW
613
Bison Wealth
Georgia
$2.64M +$8.28K +70 +0.3%
BOS
614
Bank of Stockton
California
$2.63M +$97.5K +825 +4%
FMT
615
First Mercantile Trust
Tennessee
$2.62M +$2.62M +22,182 New
KCMRT
616
Kemper Corp Master Retirement Trust
Illinois
$2.6M – – –
PTC
617
Philadelphia Trust Company
Pennsylvania
$2.6M +$508K +4,298 +24%
AIA
618
Affinity Investment Advisors
California
$2.57M -$462K -3,905 -15%
PCM
619
Penserra Capital Management
California
$2.56M +$127K +1,073 +5%
MAM
620
Meeder Asset Management
Ohio
$2.56M +$206K +1,740 +9%
PA
621
Profund Advisors
Maryland
$2.49M -$352K -2,979 -12%
PSUF
622
People's United Financial
Connecticut
$2.49M -$150K -1,265 -6%
MCM
623
Murphy Capital Management
New Jersey
$2.48M -$16.6K -140 -0.7%
TW
624
Transform Wealth
Colorado
$2.48M -$814K -6,885 -25%
ODCM
625
Old Dominion Capital Management
Virginia
$2.45M -$29.9K -253 -1%
23 24
25
26 27