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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 %
IFWM
751
Institute for Wealth Management
Colorado
$1.54M +$145K +1,173 +10%
AW
752
ACG Wealth
Georgia
$1.53M -$453K -3,674 -23%
ACP
753
Aviance Capital Partners
Florida
$1.53M +$28.5K +231 +2%
PA
754
Parallel Advisors
California
$1.53M +$167K +1,352 +12%
CT
755
Coastline Trust
Rhode Island
$1.53M -$51.9K -420 -3%
GC
756
Grimes & Company
Massachusetts
$1.52M – – –
IRF
757
IBM Retirement Fund
New York
$1.51M -$1.23K -10 -0.1%
SPC
758
Sigma Planning Corp
Michigan
$1.51M +$92.5K +749 +7%
PI
759
Pettee Investors
Connecticut
$1.5M – – –
S
760
Seeyond
France
$1.49M -$30.4K -246 -2%
PIM
761
Profit Investment Management
Maryland
$1.49M – – –
LBC
762
Lowe Brockenbrough & Co
Virginia
$1.49M -$6.17K -50 -0.4%
HAI
763
Hennessy Advisors Inc
California
$1.48M +$247K +2,000 +20%
AIP
764
Ameritas Investment Partners
Nebraska
$1.48M -$69.8K -566 -5%
FIM
765
Fruth Investment Management
Texas
$1.48M – – –
ECM
766
ETrade Capital Management
Virginia
$1.48M +$5.31K +43 +0.4%
MIA
767
MainStreet Investment Advisors
Illinois
$1.47M -$139K -1,122 -9%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$1.47M -$25.2K -204 -2%
Federated Hermes
769
Federated Hermes
Pennsylvania
$1.44M +$50.6K +410 +4%
HKAM
770
Horizon Kinetics Asset Management
New York
$1.43M – – –
SAM
771
Seelaus Asset Management
New Jersey
$1.43M – – –
CWM
772
Chesapeake Wealth Management
Virginia
$1.43M +$197K +1,596 +16%
ACP
773
Arcus Capital Partners
Georgia
$1.43M – – –
NHC
774
Nicholas Hoffman & Company
Georgia
$1.42M -$28.4K -230 -2%
QI
775
QS Investors
New York
$1.42M -$1.99M -16,100 -58%
29 30
31
32 33