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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 %
FI
726
Fosun International
China
$1.72M -$62K -500 -3%
GWCM
727
Godshalk Welsh Capital Management
Pennsylvania
$1.72M – – –
SCM
728
SOL Capital Management
Maryland
$1.71M -$121K -981 -7%
GSWM
729
Golden State Wealth Management
California
$1.71M +$152K +1,230 +10%
GT
730
Glenview Trust
Kentucky
$1.68M +$9.25K +75 +0.6%
BRC
731
Bell Rock Capital
Delaware
$1.68M -$910K -7,375 -35%
WSFS
732
Wilmington Savings Fund Society
Delaware
$1.66M -$262K -2,120 -14%
BO
733
BRR OpCo
Ohio
$1.66M +$28.8K +233 +2%
AIM
734
Arcadia Investment Management
Michigan
$1.66M – – –
RMAM
735
Raab & Moskowitz Asset Management
New Jersey
$1.64M – – –
KCM
736
Kanawha Capital Management
Virginia
$1.63M -$9.26K -75 -0.6%
SM
737
Sciencast Management
New Jersey
$1.62M -$1.15M -9,150 -41%
BHWM
738
Bar Harbor Wealth Management
New Hampshire
$1.62M +$17.8K +144 +1%
CDH
739
Charles D. Hyman
$1.62M – – –
FWM
740
Frontier Wealth Management
Missouri
$1.58M -$32.1K -260 -2%
MWM
741
Modera Wealth Management
New Jersey
$1.58M – – –
SSWM
742
Smith Salley Wealth Management
North Carolina
$1.57M -$2.96K -24 -0.2%
HCM
743
Hodges Capital Management
Texas
$1.57M +$11.1K +90 +0.7%
TBA
744
Tower Bridge Advisors
Pennsylvania
$1.56M – – –
MCM
745
Mitchell Capital Management
Kansas
$1.56M +$295K +2,393 +23%
JT
746
Jump Trading
Illinois
$1.56M -$1.15M -9,330 -43%
B
747
Barings
North Carolina
$1.56M -$140K -1,131 -8%
APA
748
American Portfolios Advisors
New York
$1.55M +$75.7K +613 +5%
CIP
749
Convergence Investment Partners
Florida
$1.54M +$1.25M +10,103 +420%
MCM
750
McMillion Capital Management
North Carolina
$1.54M – – –
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