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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 %
SP
801
Symmetry Partners
Connecticut
$1.27M – – –
HIC
802
Hartline Investment Corp
Illinois
$1.27M – – –
IA
803
Icon Advisers
Colorado
$1.27M – – –
ABC
804
Associated Banc-Corp
Wisconsin
$1.27M +$542K +4,580 +75%
CI
805
Conning Inc
Connecticut
$1.25M -$72.6K -614 -5%
OFS
806
Orrstown Financial Services
Pennsylvania
$1.25M -$35.6K -296 -3%
AIM
807
Acropolis Investment Management
Missouri
$1.25M +$11.5K +97 +0.9%
VF
808
Virtu Financial
New York
$1.23M -$881K -7,451 -42%
CAM
809
Cresset Asset Management
Illinois
$1.23M +$355K +3,000 +40%
SC
810
Scotia Capital
Ontario, Canada
$1.23M -$583K -4,935 -32%
CWM
811
Concentric Wealth Management
California
$1.23M -$2.96K -25 -0.2%
IPW
812
Inlet Private Wealth
Florida
$1.23M – – –
AIM
813
Anchor Investment Management
South Carolina
$1.23M +$25.4K +215 +2%
CC
814
ClearArc Capital
Ohio
$1.21M -$17.5K -148 -1%
CIA
815
CSat Investment Advisory
Michigan
$1.21M +$8.4K +71 +0.7%
BFA
816
Benedict Financial Advisors
Georgia
$1.21M -$2.84K -24 -0.2%
BAM
817
Berkshire Asset Management
Pennsylvania
$1.21M +$20.6K +174 +2%
CG
818
Caprock Group
Idaho
$1.2M +$32.1K +271 +3%
FBC
819
Fairfield, Bush & Co
Connecticut
$1.2M -$28.4K -240 -2%
ANRIA
820
American National Registered Investment Advisor
Texas
$1.2M – – –
BAS
821
Brown Advisory Securities
Maryland
$1.19M -$165K -1,396 -12%
RCAG
822
Rehmann Capital Advisory Group
Michigan
$1.19M +$3.31K +28 +0.3%
LC
823
Lincoln Capital
Nebraska
$1.19M -$30.8K -260 -3%
ECM
824
Evergreen Capital Management
Washington
$1.19M – – –
GCM
825
Glaxis Capital Management
Florida
$1.18M +$1.18M +10,000 New
31 32
33
34 35