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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 %
CWS
951
Cypress Wealth Services
California
$810K -$6.17K -50 -0.8%
SBH
952
Segall Bryant & Hamill
Illinois
$804K +$19K +154 +2%
CCM
953
Compton Capital Management
Rhode Island
$802K -$24.7K -200 -3%
TW
954
TrinityPoint Wealth
Connecticut
$797K -$11.4K -89 -1%
BRWA
955
B. Riley Wealth Advisors
Florida
$797K +$193K +1,565 +32%
RT
956
Rockland Trust
Massachusetts
$794K +$32.7K +265 +4%
NIT
957
NumerixS Investment Technologies
British Columbia, Canada
$790K -$6.89M -55,800 -90%
CWM
958
Cornerstone Wealth Management
Missouri
$790K -$9.25K -75 -1%
BAM
959
Boyar Asset Management
New York
$786K – – –
VRS
960
Virginia Retirement Systems
Virginia
$778K – – –
PGWM
961
Parisi Gray Wealth Management
New Jersey
$776K +$26.8K +217 +4%
IAA
962
Independent Advisor Alliance
North Carolina
$776K +$49K +397 +7%
MCM
963
Manchester Capital Management
Vermont
$771K – – –
FNBOSM
964
First National Bank of South Miami
Florida
$770K -$3.61K -29 -0.5%
CIA
965
Capital Investment Advisors
Georgia
$769K +$14.5K +117 +2%
WA
966
WBH Advisory
Maryland
$757K -$49.1K -398 -6%
ABC
967
Associated Banc-Corp
Wisconsin
$755K -$106K -861 -12%
BP
968
Ballentine Partners
Massachusetts
$755K +$84K +680 +13%
Rockefeller Capital Management
969
Rockefeller Capital Management
New York
$751K +$14.4K +117 +2%
WC
970
Weil Company
California
$749K +$8.64K +70 +1%
BHB
971
Bank Hapoalim BM
Israel
$742K – – –
SWRP
972
Summit Wealth & Retirement Planning
California
$741K – – –
MAFM
973
Mid Atlantic Financial Management
Pennsylvania
$740K -$54K -438 -7%
MGIA
974
Moneta Group Investment Advisors
Missouri
$734K -$31.7K -257 -4%
EP
975
Edgestream Partners
New Jersey
$734K +$440K +3,566 +150%
37 38
39
40 41