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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 %
DPIM
901
Duff & Phelps Investment Management
Illinois
$936K +$17.3K +140 +2%
HFS
902
Haverford Financial Services
Pennsylvania
$930K – – –
FMBTD
903
First Midwest Bank Trust Division
Illinois
$929K -$19.7K -160 -2%
TAM
904
Tiverton Asset Management
Delaware
$927K +$927K +7,512 New
SAM
905
Symphony Asset Management
California
$924K – – –
CAM
906
Cresset Asset Management
Illinois
$918K +$58.4K +473 +7%
SCP
907
Sandhill Capital Partners
New York
$915K +$43K +348 +5%
LRPA
908
L. Roy Papp & Associates
Arizona
$913K +$80.2K +650 +10%
QI
909
Qtron Investments
Massachusetts
$903K +$251K +2,036 +39%
CBA
910
Coastal Bridge Advisors
Connecticut
$900K -$18K -146 -2%
LDB
911
Lee, Danner & Bass
Tennessee
$899K +$247 +2 +0%
RE
912
RBC Europe
United Kingdom
$898K +$23.3K +189 +3%
LOAME
913
Lombard Odier Asset Management (Europe)
United Kingdom
$893K – – –
FWCM
914
Ferguson Wellman Capital Management
Oregon
$891K -$123 -1 -0%
DW
915
Domani Wealth
Pennsylvania
$890K – – –
EDRH
916
Edmond de Rothschild Holding
Switzerland
$890K – – –
WB
917
WesBanco Bank
West Virginia
$889K -$17.3K -140 -2%
PC
918
Port Capital
Illinois
$886K – – –
ECM
919
ExodusPoint Capital Management
New York
$885K -$946K -7,664 -52%
KOCAA
920
Knights of Columbus Asset Advisors
Connecticut
$873K -$228K -1,846 -21%
TCPWM
921
Traverso Chambers Private Wealth Management
California
$873K -$3.38K -27 -0.4%
LCS
922
Levin Capital Strategies
New York
$872K +$123K +1,000 +16%
BFC
923
Bedel Financial Consulting
Indiana
$864K +$370 +3 +0%
BL
924
Balentine LLC
Georgia
$863K -$3.45K -28 -0.4%
WT
925
Washington Trust
Rhode Island
$863K +$158K +1,283 +22%
35 36
37
38 39