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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 %
SC
726
Sepio Capital
Utah
$1.69M +$31.3K +265 +2%
WKWM
727
Walter & Keenan Wealth Management
Indiana
$1.68M – – –
DAM
728
Doheny Asset Management
California
$1.67M -$82.8K -700 -5%
SAM
729
Strategy Asset Managers
California
$1.67M -$79.2K -670 -5%
GI
730
Gradient Investments
Minnesota
$1.66M +$390K +3,298 +31%
GWCM
731
Godshalk Welsh Capital Management
Pennsylvania
$1.64M -$4.26K -36 -0.3%
VLKIM
732
Van Lanschot Kempen Investment Management
Netherlands
$1.63M -$192K -1,622 -11%
GC
733
Guardian Capital
Ontario, Canada
$1.61M -$47.3K -400 -3%
RG
734
Rathbones Group
United Kingdom
$1.61M -$1.07M -9,030 -40%
SS
735
Sunbelt Securities
Texas
$1.6M +$1.6M +13,553 New
WS
736
Wedbush Securities
California
$1.6M -$51.3K -434 -3%
SCM
737
SOL Capital Management
Maryland
$1.6M -$43.9K -371 -3%
TBA
738
Tower Bridge Advisors
Pennsylvania
$1.59M +$52K +428 +3%
BRC
739
Bell Rock Capital
Delaware
$1.58M -$25.3K -214 -2%
PCG
740
Private Capital Group
Connecticut
$1.58M +$105K +886 +7%
Aristotle Capital Management
741
Aristotle Capital Management
California
$1.56M -$94.6K -800 -6%
CDH
742
Charles D. Hyman
$1.55M – – –
RMAM
743
Raab & Moskowitz Asset Management
New Jersey
$1.54M -$28.6K -242 -2%
BHWM
744
Bar Harbor Wealth Management
New Hampshire
$1.54M -$15.6K -132 -1%
GSWM
745
Golden State Wealth Management
California
$1.53M -$102K -865 -6%
KCM
746
Kanawha Capital Management
Virginia
$1.53M -$32.5K -275 -2%
HCM
747
Hodges Capital Management
Texas
$1.53M +$24.2K +205 +2%
BO
748
BRR OpCo
Ohio
$1.52M -$71.7K -606 -5%
FWM
749
Frontier Wealth Management
Missouri
$1.52M +$118 +1 +0%
MWM
750
Modera Wealth Management
New Jersey
$1.51M -$4.14K -35 -0.3%
28 29
30
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