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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 %
ACM
651
AlphaCrest Capital Management
New York
$2.25M -$340K -2,755 -13%
CAN
652
Cetera Advisor Networks
California
$2.24M +$103K +838 +5%
WOC
653
West Oak Capital
California
$2.22M +$17.9K +145 +0.8%
TCOV
654
Trust Company of Vermont
Vermont
$2.22M +$114K +927 +5%
BBA
655
BLB&B Advisors
Pennsylvania
$2.21M -$18.5K -150 -0.8%
VF
656
Virtu Financial
New York
$2.21M -$1.75M -14,181 -44%
BDWM
657
Brewin Dolphin Wealth Management
Ireland
$2.2M +$79.6K +645 +4%
BA
658
Bennicas & Associates
California
$2.2M -$24.7K -200 -1%
PTC
659
Philadelphia Trust Company
Pennsylvania
$2.18M +$218K +1,765 +11%
AWM
660
AE Wealth Management
Kansas
$2.16M +$550K +4,460 +34%
BFIM
661
Beese Fulmer Investment Management
Ohio
$2.14M – – –
Lido Advisors
662
Lido Advisors
California
$2.14M +$21.4K +173 +1%
PT
663
Plimoth Trust
Massachusetts
$2.12M -$100K -810 -5%
ACM
664
Ativo Capital Management
Illinois
$2.12M -$368K -2,982 -15%
EOJOAM
665
E. Ohman J:or Asset Management
Sweden
$2.11M -$358K -2,900 -15%
OPCM
666
Osborne Partners Capital Management
California
$2.11M -$5.55K -45 -0.3%
HCM
667
Howland Capital Management
Massachusetts
$2.1M – – –
BBWA
668
Bell & Brown Wealth Advisors
California
$2.09M +$73.2K +593 +4%
ADL
669
Asset Dedication LLC
California
$2.09M +$110K +891 +6%
MVA
670
Mount Vernon Associates
Maryland
$2.08M -$18.5K -150 -0.9%
BFA
671
Brendel Financial Advisors
New Hampshire
$2.07M – – –
PI
672
Putnam Investments
Massachusetts
$2.07M -$14.1K -114 -0.7%
JCM
673
Jag Capital Management
Missouri
$2.04M -$61K -494 -3%
IC
674
Investment Counsel
Michigan
$2.03M +$220K +1,715 +12%
AS
675
Altshuler Shaham
Israel
$2.03M +$391K +3,169 +24%
25 26
27
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