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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 %
FB
926
Fulton Bank
Pennsylvania
$858K -$65K -526 -7%
KWM
927
Kingsview Wealth Management
Oregon
$854K -$8.52K -69 -1%
JIC
928
Joel Isaacson & Co
New York
$853K -$370 -3 -0%
MMG
929
Monetary Management Group
Missouri
$852K -$15.4K -125 -2%
VFA
930
Valeo Financial Advisors
Indiana
$851K +$9.63K +78 +1%
F
931
F3Logic
Minnesota
$849K +$849K +6,887 New
TC
932
Telemus Capital
Michigan
$844K -$7.73K -64 -0.9%
CAG
933
Crestwood Advisors Group
Massachusetts
$844K +$485K +3,926 +135%
CRC
934
Curi RMB Capital
Illinois
$840K -$419K -3,393 -33%
Assenagon Asset Management
935
Assenagon Asset Management
Luxembourg
$839K -$481K -3,900 -36%
PK
936
Pflug Koory
Nebraska
$839K -$12.4K -100 -1%
FCI
937
Financial Counselors Inc
Kansas
$838K -$30.4K -246 -3%
BMC
938
Beaton Management Company
Massachusetts
$836K +$326K +2,971 +64%
MFG
939
Monte Financial Group
Connecticut
$835K – – –
CS
940
Comerica Securities
Michigan
$831K +$110K +888 +15%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$828K – – –
MWM
942
MorganRosel Wealth Management
Colorado
$824K -$31.3K -254 -4%
BMA
943
Brooks Moore & Associates
Tennessee
$821K +$61.7K +500 +8%
WA
944
WealthTrust Axiom
Pennsylvania
$819K – – –
SCA
945
Sippican Capital Advisors
Massachusetts
$818K – – –
CW
946
CreativeOne Wealth
Kansas
$818K +$818K +6,629 New
DWM
947
Doyle Wealth Management
Florida
$816K -$2.35K -19 -0.3%
IC
948
Intersect Capital
California
$815K +$19.7K +160 +2%
MCM
949
MAI Capital Management
Ohio
$813K +$501K +4,058 +160%
RA
950
RFG Advisory
Alabama
$812K -$36.1K -295 -4%
36 37
38
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