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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 %
PVWM
976
Point View Wealth Management
New Jersey
$733K -$15.6K -126 -2%
CAG
977
Csenge Advisory Group
Florida
$732K -$76K -616 -9%
GC
978
Garde Capital
Washington
$732K – – –
LWANC
979
Laurel Wealth Advisors (North Carolina)
North Carolina
$731K -$17.6K -143 -2%
WWM
980
Western Wealth Management
Colorado
$730K -$71.4K -577 -9%
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$730K +$730K +5,910 New
TCM
982
Teza Capital Management
Illinois
$730K +$730K +5,917 New
SCI
983
S&CO Inc
Massachusetts
$728K – – –
BIA
984
Bigelow Investment Advisors
Maine
$728K +$168K +1,360 +30%
AF
985
Advisornet Financial
Minnesota
$722K -$10.5K -85 -1%
NICM
986
Neo Ivy Capital Management
New York
$721K +$460K +3,723 +176%
BOTW
987
Bank of the West
California
$718K +$20.5K +166 +3%
EM
988
Excalibur Management
Massachusetts
$711K -$30.9K -250 -4%
YWP
989
YorkBridge Wealth Partners
New York
$708K -$37.9K -307 -5%
FPA
990
First Pacific Advisors
California
$704K – – –
LSAG
991
Lake Street Advisors Group
New Hampshire
$702K -$34.8K -282 -5%
MC
992
Middleton & Co
Massachusetts
$691K -$123K -1,000 -15%
QCM
993
Quest Capital Management
Texas
$687K -$25.6K -207 -4%
RC
994
RegentAtlantic Capital
New Jersey
$687K -$5.81K -47 -0.8%
ESB
995
Essex Savings Bank
Connecticut
$686K +$402K +3,259 +142%
CS
996
Cannell & Spears
New York
$685K – – –
LNB
997
Ledyard National Bank
$682K -$126K -1,022 -16%
BA
998
Birinyi Associates
Connecticut
$681K -$61.7K -500 -8%
EB
999
Eastern Bank
Massachusetts
$679K -$12.3K -100 -2%
ACG
1000
Allen Capital Group
Nebraska
$678K +$34.5K +279 +5%
38 39
40
41 42