AXP icon

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 %
PCI
651
Pacifica Capital Investments
Texas
$2.18M – – –
CAN
652
Cetera Advisor Networks
California
$2.17M +$19K +161 +0.9%
AT
653
Arden Trust
Delaware
$2.17M -$80.6K -681 -4%
BFO
654
Boston Family Office
Massachusetts
$2.17M -$5.92K -50 -0.3%
TCOV
655
Trust Company of Vermont
Vermont
$2.17M +$40.7K +344 +2%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$2.17M -$26.4K -223 -1%
BDWM
657
Brewin Dolphin Wealth Management
Ireland
$2.14M +$27.2K +230 +1%
LWS
658
Lucia Wealth Services
California
$2.14M +$801K +6,772 +60%
EOJOAM
659
E. Ohman J:or Asset Management
Sweden
$2.13M +$106K +900 +5%
Lido Advisors
660
Lido Advisors
California
$2.13M +$81K +685 +4%
WOC
661
West Oak Capital
California
$2.13M -$2.96K -25 -0.1%
CC
662
Courier Capital
New York
$2.13M +$5.18K +46 +0.2%
BFIM
663
Beese Fulmer Investment Management
Ohio
$2.11M +$59.1K +500 +3%
AWM
664
AE Wealth Management
Kansas
$2.11M +$39.9K +337 +2%
BA
665
Bennicas & Associates
California
$2.11M – – –
CCFCSB
666
Cape Cod Five Cents Savings Bank
Massachusetts
$2.1M -$98.8K -835 -4%
BBA
667
BLB&B Advisors
Pennsylvania
$2.07M -$49.7K -420 -2%
CNBT
668
Canandaigua National Bank & Trust
New York
$2.03M +$211K +1,781 +12%
CM
669
Crestline Management
Texas
$2.02M +$2.02M +17,075 New
MVA
670
Mount Vernon Associates
Maryland
$2.02M +$25.4K +215 +1%
HAI
671
Hennessy Advisors Inc
California
$2.01M +$591K +5,000 +42%
HCM
672
Howland Capital Management
Massachusetts
$2.01M – – –
OPCM
673
Osborne Partners Capital Management
California
$2.01M -$11.8K -100 -0.6%
RHBC
674
R.H. Bluestein & Co
Michigan
$2M +$2M +16,925 New
PI
675
Putnam Investments
Massachusetts
$1.99M +$5.91K +50 +0.3%
25 26
27
28 29