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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 %
LP
826
LMR Partners
United Kingdom
$1.22M +$919K +7,446 +301%
PCG
827
Private Capital Group
Connecticut
$1.22M -$125K -1,277 -9%
CG
828
Caprock Group
Idaho
$1.22M +$167K +1,355 +16%
WI
829
Wintrust Investments
Illinois
$1.22M +$332K +2,688 +37%
FDCC
830
Foster Dykema Cabot & Co
Massachusetts
$1.22M – – –
WAM
831
Wealthspire Advisors (Maryland)
Maryland
$1.21M -$5.55K -45 -0.5%
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.21M -$155K -1,255 -11%
TH
833
TCTC Holdings
Texas
$1.21M – – –
SOAMC
834
Spirit of America Management Corp
New York
$1.2M -$30.9K -250 -3%
WSC
835
Wellington Shields & Co
New York
$1.2M -$24.7K -200 -2%
TA
836
Tiedemann Advisors
New York
$1.18M -$1.14M -9,227 -49%
BOH
837
Bank of Hawaii
Hawaii
$1.18M -$40.5K -328 -3%
BWM
838
Buckley Wealth Management
Nevada
$1.17M -$320K -2,595 -21%
BIM
839
Bridges Investment Management
Nebraska
$1.17M +$15.4K +125 +1%
TI
840
Tidal Investments
Wisconsin
$1.17M +$109K +882 +10%
WC
841
Woodstock Corp
Massachusetts
$1.16M -$6.17K -50 -0.5%
MSAM
842
Moloney Securities Asset Management
Missouri
$1.15M – – –
GT
843
Greenleaf Trust
Michigan
$1.15M +$63.4K +514 +6%
CCP
844
Corient Capital Partners
California
$1.15M +$66.2K +536 +6%
IIM
845
Ipswich Investment Management
Massachusetts
$1.15M +$123 +1 +0%
ED
846
Exane Derivatives
France
$1.13M +$1.13M +9,194 New
AFC
847
AFT Forsyth & Company
Florida
$1.13M +$12.3K +100 +1%
TFS
848
TrustCore Financial Services
Tennessee
$1.13M +$975K +7,897 +620%
RIA
849
Realta Investment Advisors
Delaware
$1.13M +$149K +1,208 +15%
AAM
850
Auxier Asset Management
Oregon
$1.12M – – –
32 33
34
35 36