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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 %
SAIG
626
Semper Augustus Investments Group
Colorado
$2.44M +$24K +203 +1%
VCA
627
Verdence Capital Advisors
Maryland
$2.44M -$112K -943 -4%
IEFM
628
IQ EQ Fund Management
Ireland
$2.42M +$28.9K +244 +1%
BIAS
629
Beacon Investment Advisory Services
New Jersey
$2.42M -$113K -955 -4%
CA
630
Clearstead Advisors
Ohio
$2.41M +$49.2K +416 +2%
HT
631
HighTower Trust
Texas
$2.41M +$8.16K +69 +0.3%
RC
632
Roundview Capital
New Jersey
$2.4M +$66.8K +565 +3%
AWM
633
Avior Wealth Management
Nebraska
$2.39M -$57.9K -490 -2%
V
634
ValueWorks
New York
$2.36M -$1.4M -11,830 -37%
CI
635
Cigna Investments
Connecticut
$2.36M +$93.9K +800 +4%
EHWM
636
Eads & Heald Wealth Management
Georgia
$2.34M -$12.3K -104 -0.5%
AR
637
Advisory Research
Illinois
$2.34M -$37.5K -317 -2%
LCM
638
Laurion Capital Management
New York
$2.32M +$2.32M +19,570 New
MC
639
Machina Capital
France
$2.29M +$1.66M +14,061 +263%
WCA
640
Westover Capital Advisors
Delaware
$2.26M -$203K -1,714 -8%
SWP
641
Stratos Wealth Partners
Ohio
$2.26M +$47.8K +404 +2%
ACM
642
Azimuth Capital Management
Michigan
$2.26M +$79.8K +675 +4%
MCP
643
Martin Capital Partners
Oregon
$2.26M +$70.1K +593 +3%
SKK
644
Shepherd Kaplan Krochuk
Massachusetts
$2.24M – – –
PT
645
Plimoth Trust
Massachusetts
$2.23M +$200K +1,690 +10%
Cohen & Steers
646
Cohen & Steers
New York
$2.22M -$826K -6,987 -27%
PH
647
Pinnacle Holdings
Oklahoma
$2.22M -$9.7K -82 -0.4%
DMC
648
Drexel Morgan & Co
Pennsylvania
$2.21M +$14.9K +126 +0.7%
GWM
649
Geneos Wealth Management
Colorado
$2.19M +$379K +3,194 +21%
ACI
650
Alpha Cubed Investments
California
$2.18M -$326K -2,753 -13%
24 25
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