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 %
BFA
676
Brendel Financial Advisors
New Hampshire
$1.99M – – –
ADL
677
Asset Dedication LLC
California
$1.97M -$26.5K -225 -1%
BBWA
678
Bell & Brown Wealth Advisors
California
$1.95M -$31.2K -267 -2%
CA
679
Callahan Advisors
Texas
$1.94M +$118 +1 +0%
JCM
680
Jag Capital Management
Missouri
$1.92M -$26.6K -225 -1%
MCM
681
Mitchell Capital Management
Kansas
$1.91M +$418K +3,531 +28%
JCM
682
Jacobi Capital Management
Pennsylvania
$1.91M -$348K -2,950 -15%
PAM
683
Private Asset Management
California
$1.9M – – –
SWM
684
SVA Wealth Management
Wisconsin
$1.9M -$22.2K -188 -1%
KRSITF
685
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.9M +$210K +1,771 +12%
GIA
686
Gateway Investment Advisers
Ohio
$1.9M -$2.33M -19,728 -55%
BCM
687
Boltwood Capital Management
California
$1.89M -$649K -5,487 -26%
TU
688
TDAM USA
Ontario, Canada
$1.89M -$1.89K -16 -0.1%
FAAS
689
First Allied Advisory Services
California
$1.89M +$21.4K +181 +1%
UA
690
Unison Advisors
District of Columbia
$1.88M +$5.68K +48 +0.3%
Cerity Partners
691
Cerity Partners
New York
$1.88M -$425K -3,590 -18%
BBI
692
Baxter Bros Inc
Connecticut
$1.87M +$97K +820 +5%
AIM
693
Arcadia Investment Management
Michigan
$1.87M +$286K +2,420 +18%
AWM
694
Altium Wealth Management
New York
$1.86M +$118K +995 +7%
IC
695
Investment Counsel
Michigan
$1.86M -$18.9K -160 -1%
FA
696
FDx Advisors
Illinois
$1.85M -$698K -5,901 -27%
Arrowstreet Capital
697
Arrowstreet Capital
Massachusetts
$1.85M -$636K -5,379 -26%
III
698
Independent Investors Inc
New York
$1.83M – – –
EWM
699
Evercore Wealth Management
New York
$1.82M +$561K +4,743 +45%
GG
700
Greenwood Gearhart
Arkansas
$1.82M -$45K -380 -2%
26 27
28
29 30