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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 %
LFAS
1001
Level Four Advisory Services
Texas
$676K -$30.6K -248 -4%
ECM
1002
Estabrook Capital Management
New York
$668K -$61.7K -500 -8%
MOS
1003
MGO One Seven
Ohio
$665K -$38.1K -309 -5%
ITIM
1004
Indiana Trust & Investment Management
Indiana
$665K -$9.26K -75 -1%
PTC
1005
Private Trust Company
Ohio
$660K -$194K -1,575 -23%
EFS
1006
Essex Financial Services
Connecticut
$659K -$144K -1,164 -18%
MC
1007
Machina Capital
France
$658K -$1.18M -9,604 -64%
RIM
1008
Redwood Investment Management
Arizona
$658K +$658K +5,225 New
DSC
1009
Duncker Streett & Co
Missouri
$656K – – –
MFW
1010
Meristem Family Wealth
Minnesota
$656K – – –
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$651K -$22.7K -184 -3%
SSWM
1012
Sheets Smith Wealth Management
North Carolina
$651K -$12.6K -102 -2%
VRM
1013
Vectors Research Management
New York
$648K – – –
HC
1014
HNP Capital
New York
$648K – – –
WA
1015
WP Advisors
California
$644K +$2.1K +17 +0.3%
HIM
1016
Hillsdale Investment Management
Ontario, Canada
$642K -$37.6K -305 -6%
ERIM
1017
Eagle Ridge Investment Management
Connecticut
$642K – – –
WA
1018
Wheatland Advisors
Pennsylvania
$642K – – –
PGCM
1019
Prescott Group Capital Management
Oklahoma
$642K – – –
RCC
1020
Red Cedar Capital
Nebraska
$641K -$13.3K -108 -2%
PPP
1021
Private Portfolio Partners
New Jersey
$634K +$634K +5,140 New
SWA
1022
Stratos Wealth Advisors
Ohio
$631K -$46.9K -380 -7%
DCM
1023
Donaldson Capital Management
Indiana
$628K +$11K +89 +2%
TCM
1024
Tufton Capital Management
Maryland
$626K – – –
EWM
1025
Evermay Wealth Management
Virginia
$624K -$1.23K -10 -0.2%
39 40
41
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