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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 %
SFM
626
Systematic Financial Management
New Jersey
$2.47M -$470K -3,807 -16%
CA
627
Clearstead Advisors
Ohio
$2.47M -$3.7K -30 -0.1%
KIA
628
KCM Investment Advisors
California
$2.47M +$213K +1,723 +9%
MAM
629
Meeder Asset Management
Ohio
$2.46M +$2.13M +17,292 +661%
SCA
630
Snowden Capital Advisors
New York
$2.45M +$157K +1,269 +7%
EHWM
631
Eads & Heald Wealth Management
Georgia
$2.45M -$23.5K -190 -0.9%
RC
632
Roundview Capital
New Jersey
$2.44M +$124K +1,005 +5%
SBIA
633
Sheaff Brock Investment Advisors
Indiana
$2.43M -$2.86M -23,191 -54%
LC
634
Lourd Capital
California
$2.41M -$33.7K -273 -1%
Cerity Partners
635
Cerity Partners
New York
$2.4M +$1.24M +10,032 +106%
CI
636
Cigna Investments
Connecticut
$2.4M -$107K -861 -4%
JCM
637
Jacobi Capital Management
Pennsylvania
$2.36M +$218K +1,767 +10%
AT
638
Arden Trust
Delaware
$2.35M -$51.6K -418 -2%
SKK
639
Shepherd Kaplan Krochuk
Massachusetts
$2.34M – – –
CC
640
Courier Capital
New York
$2.33M -$4.44K -36 -0.2%
PH
641
Pinnacle Holdings
Oklahoma
$2.32M -$21.8K -177 -0.9%
SWP
642
Stratos Wealth Partners
Ohio
$2.31M -$103K -831 -4%
RA
643
RiverPark Advisors
New York
$2.3M -$59.4K -481 -3%
DMC
644
Drexel Morgan & Co
Pennsylvania
$2.29M -$61.5K -498 -3%
CCFCSB
645
Cape Cod Five Cents Savings Bank
Massachusetts
$2.29M -$22.5K -182 -1%
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$2.29M +$62.8K +509 +3%
MCP
647
Martin Capital Partners
Oregon
$2.28M +$75.4K +611 +3%
PCI
648
Pacifica Capital Investments
Texas
$2.28M – – –
ACM
649
Azimuth Capital Management
Michigan
$2.27M +$19.1K +155 +0.8%
BFO
650
Boston Family Office
Massachusetts
$2.27M – – –
24 25
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