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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 %
BFC
926
Bedel Financial Consulting
Indiana
$828K +$355 +3 +0%
TCPWM
927
Traverso Chambers Private Wealth Management
California
$826K – – –
VFA
928
Valeo Financial Advisors
Indiana
$823K +$8.04K +68 +1%
FCI
929
Financial Counselors Inc
Kansas
$812K +$9.81K +83 +1%
PK
930
Pflug Koory
Nebraska
$803K – – –
RT
931
Rockland Trust
Massachusetts
$803K +$78.8K +700 +11%
BL
932
Balentine LLC
Georgia
$802K -$25.8K -218 -3%
MIH
933
Meitav Investment House
Israel
$801K -$247K -2,077 -24%
JIC
934
Joel Isaacson & Co
New York
$799K -$18.8K -159 -2%
TI
935
Trexquant Investment
Connecticut
$799K +$799K +6,754 New
LDB
936
Lee, Danner & Bass
Tennessee
$794K -$67.3K -569 -8%
DWM
937
Doyle Wealth Management
Florida
$794K +$12.4K +105 +2%
Assenagon Asset Management
938
Assenagon Asset Management
Luxembourg
$792K -$11.8K -100 -1%
TC
939
Telemus Capital
Michigan
$789K -$37.8K -320 -5%
BMA
940
Brooks Moore & Associates
Tennessee
$787K – – –
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$781K -$11.8K -100 -1%
CW
942
CreativeOne Wealth
Kansas
$781K -$2.6K -22 -0.3%
CB
943
Community Bank
New York
$778K -$217K -1,830 -22%
MFG
944
Monte Financial Group
Connecticut
$776K -$23.5K -199 -3%
RA
945
RFG Advisory
Alabama
$775K -$10.2K -86 -1%
SCA
946
Sippican Capital Advisors
Massachusetts
$775K -$8.87K -75 -1%
SVWAG
947
Sound View Wealth Advisors Group
Georgia
$775K +$75.7K +640 +11%
CM
948
Capula Management
Cayman Islands
$775K +$775K +6,550 New
ONB
949
Old National Bancorp
Indiana
$774K -$277K -2,340 -26%
HFS
950
Haverford Financial Services
Pennsylvania
$772K -$118K -1,000 -13%
36 37
38
39 40