AXP icon

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 %
MCM
951
MAI Capital Management
Ohio
$771K -$8.4K -71 -1%
CCM
952
Compton Capital Management
Rhode Island
$769K – – –
CCA
953
Catalyst Capital Advisors
New York
$769K +$769K +6,500 New
BP
954
Ballentine Partners
Massachusetts
$768K +$45.6K +386 +6%
PCA
955
Personal Capital Advisors
California
$768K +$452K +3,823 +143%
MWM
956
MorganRosel Wealth Management
Colorado
$765K -$24.5K -207 -3%
EWM
957
Evermay Wealth Management
Virginia
$754K +$156K +1,320 +26%
CWM
958
Cornerstone Wealth Management
Missouri
$753K -$4.62K -39 -0.6%
BAM
959
Boyar Asset Management
New York
$753K – – –
SBH
960
Segall Bryant & Hamill
Illinois
$750K -$22.2K -188 -3%
CAG
961
Crestwood Advisors Group
Massachusetts
$749K -$59.6K -504 -7%
TW
962
TrinityPoint Wealth
Connecticut
$747K +$1.91K +16 +0.3%
PGWM
963
Parisi Gray Wealth Management
New Jersey
$747K +$3.19K +27 +0.4%
VRS
964
Virginia Retirement Systems
Virginia
$745K – – –
FNBOSM
965
First National Bank of South Miami
Florida
$744K -$1.2K -10 -0.2%
IAA
966
Independent Advisor Alliance
North Carolina
$741K -$2.6K -22 -0.3%
MCM
967
Manchester Capital Management
Vermont
$739K – – –
RMC
968
Resources Management Corp
Connecticut
$736K +$736K +6,225 New
LNC
969
Lincoln National Corp
Pennsylvania
$733K +$733K +6,197 New
HA
970
Halsey Associates
Connecticut
$728K +$728K +6,159 New
CIA
971
Capital Investment Advisors
Georgia
$724K -$12.3K -104 -2%
KWILP
972
Kiwi Wealth Investments Limited Partnership
New Zealand
$722K +$722K +6,105 New
Verition Fund Management
973
Verition Fund Management
Connecticut
$720K +$350K +2,958 +94%
MGIA
974
Moneta Group Investment Advisors
Missouri
$719K +$15.7K +133 +2%
GC
975
Garde Capital
Washington
$719K +$17.4K +147 +2%
37 38
39
40 41