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 %
MC
701
Moors & Cabot
Massachusetts
$1.81M +$130K +1,092 +8%
KS
702
Karpas Strategies
Connecticut
$1.8M – – –
ASN
703
Advisory Services Network
Georgia
$1.8M – – –
IA
704
IFG Advisory
Georgia
$1.77M -$70.5K -596 -4%
NG
705
Northstar Group
New York
$1.77M -$4.26K -36 -0.2%
RA
706
RiverPark Advisors
New York
$1.77M -$434K -3,665 -20%
PWMAG
707
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M +$26.6K +225 +2%
MFAM
708
Motley Fool Asset Management
Virginia
$1.76M +$55.7K +471 +3%
Parallax Volatility Advisers
709
Parallax Volatility Advisers
California
$1.75M +$466K +3,939 +36%
HAM
710
Highstreet Asset Management
Ontario, Canada
$1.74M -$9.23K -78 -0.5%
BB
711
Busey Bank
Illinois
$1.74M +$7.22K +61 +0.4%
GT
712
Glenview Trust
Kentucky
$1.74M +$127K +1,075 +8%
SRAM
713
Stone Ridge Asset Management
New York
$1.74M – – –
ST
714
Smithfield Trust
Pennsylvania
$1.74M -$80.3K -679 -4%
SIAG
715
Signet Investment Advisory Group
Rhode Island
$1.73M -$60.9K -515 -3%
AC
716
Arjuna Capital
North Carolina
$1.73M +$33K +279 +2%
BL
717
BFSG LLC
California
$1.72M +$1.72M +14,569 New
BEAM
718
Baker Ellis Asset Management
Washington
$1.72M -$13.1K -111 -0.8%
SAM
719
Selway Asset Management
$1.72M -$47.3K -400 -3%
ACM
720
Ativo Capital Management
Illinois
$1.71M -$319K -2,700 -16%
CCG
721
Ceeto Capital Group
Florida
$1.7M – – –
SBIA
722
Sheaff Brock Investment Advisors
Indiana
$1.69M -$639K -5,400 -27%
ECM
723
Everence Capital Management
Indiana
$1.69M – – –
HSA
724
HBK Sorce Advisory
Pennsylvania
$1.69M +$2.01K +17 +0.1%
APA
725
American Portfolios Advisors
New York
$1.69M +$199K +1,681 +13%
27 28
29
30 31