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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 %
CCA
876
Checchi Capital Advisers
California
$1.04M +$105K +847 +11%
CB
877
Community Bank
New York
$1.04M -$23.5K -190 -2%
NAM
878
NTV Asset Management
West Virginia
$1.04M – – –
WP
879
WMS Partners
Maryland
$1.03M +$130K +1,053 +14%
SBL
880
Sargent Bickham Lagudis
Colorado
$1.01M -$65.8K -533 -6%
TCOT
881
Trust Company of Toledo
Ohio
$1.01M +$1.85K +15 +0.2%
MHIC
882
Marble Harbor Investment Counsel
Massachusetts
$1.01M – – –
Marshall Wace
883
Marshall Wace
United Kingdom
$1.01M +$785K +6,354 +353%
YIA
884
YHB Investment Advisors
Connecticut
$1.01M +$3.09K +25 +0.3%
LS
885
Livforsakringsbolaget Skandia
Sweden
$1.01M +$98.8K +800 +11%
GCA
886
Gideon Capital Advisors
New York
$1M +$314K +2,547 +46%
MAA
887
Mraz Amerine & Associates
California
$999K -$2.35K -19 -0.2%
PAM
888
Palisade Asset Management
Minnesota
$994K – – –
SPC
889
Stewart & Patten Company
California
$989K – – –
PP
890
Patten & Patten
Tennessee
$981K – – –
LCM
891
Leisure Capital Management
California
$972K -$54.7K -443 -5%
IAMOG
892
Investors Asset Management of Georgia
Georgia
$972K – – –
GRP
893
Global Retirement Partners
California
$968K +$6.91K +56 +0.7%
SC
894
Savant Capital
Illinois
$963K – – –
NB
895
NBT Bank
New York
$955K -$19.4K -157 -2%
BIC
896
Beach Investment Counsel
Pennsylvania
$955K – – –
NSIM
897
North Star Investment Management
Illinois
$951K – – –
FPCG
898
Fort Pitt Capital Group
Pennsylvania
$943K +$3.09K +25 +0.3%
CC
899
Chicago Capital
Illinois
$942K +$98.8K +800 +12%
FPCP
900
Fort Point Capital Partners
California
$937K – – –
34 35
36
37 38