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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 %
BAS
776
Brown Advisory Securities
Maryland
$1.42M -$291K -2,356 -17%
TBNY
777
Trustco Bank (New York)
New York
$1.41M -$17.9K -145 -1%
WSTAM
778
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M -$73.9K -599 -5%
AWA
779
Arete Wealth Advisors
Illinois
$1.4M +$337K +2,728 +32%
CA
780
Cetera Advisors
Colorado
$1.4M +$243K +1,972 +21%
LWS
781
Lucia Wealth Services
California
$1.39M -$313K -2,534 -18%
CIM
782
CenturyLink Investment Management
Colorado
$1.39M – – –
CI
783
Conning Inc
Connecticut
$1.38M -$2.04M -16,548 -60%
CBB
784
Citizens Business Bank
California
$1.38M -$21.7K -176 -2%
NL
785
NVWM LLC
Pennsylvania
$1.38M +$513K +4,157 +59%
RVM
786
Robinson Value Management
Texas
$1.38M +$1.38M +11,165 New
B
787
Bailard
California
$1.37M +$37K +300 +3%
TRCT
788
Tower Research Capital (TRC)
New York
$1.37M +$104K +842 +8%
NA
789
NewEdge Advisors
Louisiana
$1.37M -$2.59K -21 -0.2%
LSCM
790
LaSalle Street Capital Management
Illinois
$1.36M – – –
ARMT
791
Amica Retiree Medical Trust
Rhode Island
$1.36M – – –
GFA
792
Gifford Fong Associates
California
$1.36M – – –
GJIC
793
Gamble Jones Investment Counsel
California
$1.36M – – –
SJIM
794
St. Johns Investment Management
Florida
$1.35M +$36.5K +296 +3%
NIM
795
NuWave Investment Management
New Jersey
$1.34M +$254K +2,060 +23%
Parallax Volatility Advisers
796
Parallax Volatility Advisers
California
$1.34M -$14.6M -118,337 -92%
IPW
797
Inlet Private Wealth
Florida
$1.33M – – –
MMPW
798
Mitchell McLeod Pugh & Williams
Alabama
$1.33M +$6.79K +55 +0.5%
GI
799
Gradient Investments
Minnesota
$1.33M +$925K +7,496 +231%
SP
800
Symmetry Partners
Connecticut
$1.32M – – –
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