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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 %
CA
676
Callahan Advisors
Texas
$2.02M – – –
SWM
677
SVA Wealth Management
Wisconsin
$2.01M -$1.62M -13,106 -45%
PAM
678
Private Asset Management
California
$1.99M – – –
TU
679
TDAM USA
Ontario, Canada
$1.97M -$223K -1,809 -10%
UA
680
Unison Advisors
District of Columbia
$1.95M +$6.42K +52 +0.3%
FAAS
681
First Allied Advisory Services
California
$1.95M +$192K +1,553 +11%
GG
682
Greenwood Gearhart
Arkansas
$1.95M -$122K -992 -6%
FCMT
683
Founders Capital Management (Texas)
Texas
$1.94M -$4.94K -40 -0.3%
ECA
684
Endeavour Capital Advisors
Connecticut
$1.94M +$1.94M +15,687 New
IA
685
IFG Advisory
Georgia
$1.93M -$51.6K -418 -3%
III
686
Independent Investors Inc
New York
$1.92M – – –
CNBT
687
Canandaigua National Bank & Trust
New York
$1.9M -$3.83K -31 -0.2%
VLKIM
688
Van Lanschot Kempen Investment Management
Netherlands
$1.9M +$421K +3,412 +29%
SC
689
Scotia Capital
Ontario, Canada
$1.9M +$126K +1,022 +7%
ST
690
Smithfield Trust
Pennsylvania
$1.89M -$70.1K -568 -4%
GWM
691
Geneos Wealth Management
Colorado
$1.89M +$312K +2,509 +20%
KS
692
Karpas Strategies
Connecticut
$1.88M – – –
SIAG
693
Signet Investment Advisory Group
Rhode Island
$1.87M -$33.9K -275 -2%
BBI
694
Baxter Bros Inc
Connecticut
$1.86M +$1.05M +8,526 +131%
SWP
695
Strategic Wealth Partners
Ohio
$1.85M -$153K -1,237 -8%
NG
696
Northstar Group
New York
$1.85M -$47.6K -386 -3%
SAM
697
Selway Asset Management
$1.84M -$37K -300 -2%
QT
698
Quantbot Technologies
New York
$1.84M -$4.44M -35,993 -71%
HAM
699
Highstreet Asset Management
Ontario, Canada
$1.83M -$96.3K -780 -5%
DAM
700
Doheny Asset Management
California
$1.82M -$24.7K -200 -1%
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