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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 %
TFS
851
TrustCore Financial Services
Tennessee
$1.08M -$1.89K -16 -0.2%
GA
852
GFS Advisors
Texas
$1.08M -$165K -1,399 -13%
CAG
853
Csenge Advisory Group
Florida
$1.08M +$379K +3,199 +54%
AAM
854
Auxier Asset Management
Oregon
$1.07M -$5.91K -50 -0.5%
FIG
855
FundX Investment Group
California
$1.07M – – –
EHC
856
Everett Harris & Co
California
$1.06M – – –
Jane Street
857
Jane Street
New York
$1.06M -$9.11M -77,064 -90%
ARMT
858
Amica Retiree Medical Trust
Rhode Island
$1.06M -$245K -2,076 -19%
Rockefeller Capital Management
859
Rockefeller Capital Management
New York
$1.05M +$333K +2,816 +46%
GCP
860
GSA Capital Partners
United Kingdom
$1.05M +$1.05M +8,894 New
LOAMS
861
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.05M +$638K +5,393 +154%
AP
862
Advisors Preferred
Maryland
$1.05M +$1.05M +8,857 New
SM
863
Sciencast Management
New Jersey
$1.05M -$468K -4,000 -31%
BCM
864
Becker Capital Management
Oregon
$1.04M – – –
RWP
865
RWA Wealth Partners
Massachusetts
$1.04M +$23.7K +200 +2%
TIM
866
Triad Investment Management
California
$1.04M +$67K +608 +7%
TWI
867
Thomas White International
Illinois
$1.04M -$1.77K -15 -0.2%
TIM
868
Thompson Investment Management
Wisconsin
$1.03M – – –
SFG
869
Sather Financial Group
Texas
$1.03M – – –
ECM
870
ETrade Capital Management
Virginia
$1.03M -$384K -3,248 -27%
NSIM
871
North Star Investment Management
Illinois
$1.03M +$115K +970 +13%
CS
872
Comerica Securities
Michigan
$1.02M +$228K +1,930 +29%
PC
873
Pecaut & Co
Iowa
$1.02M – – –
RWA
874
Ropes Wealth Advisors
Massachusetts
$1.02M -$4.61K -39 -0.5%
WIC
875
Whitegate Investment Counselors
New Hampshire
$1.01M +$10.4K +88 +1%
33 34
35
36 37