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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 %
SAM
701
Strategy Asset Managers
California
$1.82M -$1.79M -14,478 -50%
AWM
702
Altium Wealth Management
New York
$1.82M +$163K +1,319 +10%
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$1.82M -$59.3K -480 -3%
BFG
704
Beacon Financial Group
Texas
$1.81M -$34.1K -276 -2%
SRAM
705
Stone Ridge Asset Management
New York
$1.81M +$24.7K +200 +1%
BB
706
Busey Bank
Illinois
$1.81M -$12.8K -104 -0.7%
BEAM
707
Baker Ellis Asset Management
Washington
$1.81M – – –
ISL
708
Ingalls & Snyder LLC
New York
$1.8M -$92.6K -750 -5%
EH
709
Employers Holdings
Nevada
$1.8M +$1.8M +14,571 New
ASN
710
Advisory Services Network
Georgia
$1.8M -$4.94K -40 -0.3%
CCG
711
Ceeto Capital Group
Florida
$1.78M – – –
MFAM
712
Motley Fool Asset Management
Virginia
$1.78M +$97K +786 +6%
AC
713
Arjuna Capital
North Carolina
$1.77M +$40.5K +328 +2%
ECM
714
Everence Capital Management
Indiana
$1.77M – – –
KRSITF
715
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.76M +$65.4K +530 +4%
HSA
716
HBK Sorce Advisory
Pennsylvania
$1.76M +$387K +3,134 +28%
HCM
717
Hilton Capital Management
New York
$1.76M – – –
WKWM
718
Walter & Keenan Wealth Management
Indiana
$1.75M – – –
MC
719
Moors & Cabot
Massachusetts
$1.75M +$134K +1,087 +8%
GC
720
Guardian Capital
Ontario, Canada
$1.73M -$38K -308 -2%
Aristotle Capital Management
721
Aristotle Capital Management
California
$1.73M – – –
SC
722
Sepio Capital
Utah
$1.73M +$15.9K +129 +0.9%
IHL
723
Investment House LLC
California
$1.73M +$661K +5,353 +62%
WS
724
Wedbush Securities
California
$1.72M -$125K -1,014 -7%
VFA
725
Voya Financial Advisors
Connecticut
$1.72M -$7.19K -58 -0.4%
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