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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 %
HIC
801
Hartline Investment Corp
Illinois
$1.32M – – –
KHLMVGHM
802
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.32M – – –
IA
803
Icon Advisers
Colorado
$1.32M – – –
OFS
804
Orrstown Financial Services
Pennsylvania
$1.32M -$26.3K -213 -2%
EWM
805
Evercore Wealth Management
New York
$1.31M -$25.7K -208 -2%
Nomura Holdings
806
Nomura Holdings
Japan
$1.31M +$548K +4,393 +72%
FNBT
807
FineMark National Bank & Trust
Florida
$1.3M -$79.2K -642 -6%
GA
808
GFS Advisors
Texas
$1.3M – – –
AIM
809
Acropolis Investment Management
Missouri
$1.29M -$16.9K -137 -1%
CWM
810
Concentric Wealth Management
California
$1.29M +$1.24K +10 +0.1%
CC
811
ClearArc Capital
Ohio
$1.29M -$145K -1,172 -10%
FBC
812
Fairfield, Bush & Co
Connecticut
$1.28M -$12.3K -100 -1%
LC
813
Lincoln Capital
Nebraska
$1.27M – – –
SW
814
SlateStone Wealth
Florida
$1.27M -$12.1K -98 -0.9%
BFA
815
Benedict Financial Advisors
Georgia
$1.27M +$1.36K +11 +0.1%
CIA
816
CSat Investment Advisory
Michigan
$1.26M +$181K +1,466 +17%
AIM
817
Anchor Investment Management
South Carolina
$1.25M +$38.6K +313 +3%
MA
818
Mutual Advisors
Nebraska
$1.25M +$112K +904 +10%
ANRIA
819
American National Registered Investment Advisor
Texas
$1.25M – – –
BSW
820
Buckingham Strategic Wealth
Missouri
$1.25M +$337K +2,727 +37%
BAM
821
Berkshire Asset Management
Pennsylvania
$1.24M – – –
RCAG
822
Rehmann Capital Advisory Group
Michigan
$1.24M +$18.6K +151 +2%
SB
823
Simmons Bank
Arkansas
$1.24M -$41.7K -338 -3%
ECM
824
Evergreen Capital Management
Washington
$1.24M +$6.29K +51 +0.5%
KC
825
Knuff & Co
California
$1.23M +$48.8K +395 +4%
31 32
33
34 35