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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 %
ACG
1001
Allen Capital Group
Nebraska
$650K +$24.8K +218 +4%
BIA
1002
Bigelow Investment Advisors
Maine
$648K -$49.3K -417 -7%
FB
1003
Fulton Bank
Pennsylvania
$646K -$175K -1,483 -21%
LNB
1004
Ledyard National Bank
$642K -$11.9K -101 -2%
SWA
1005
Stratos Wealth Advisors
Ohio
$639K +$34.4K +291 +6%
PTC
1006
Private Trust Company
Ohio
$638K +$5.67K +48 +0.9%
EFS
1007
Essex Financial Services
Connecticut
$634K +$2.48K +21 +0.4%
ECM
1008
Estabrook Capital Management
New York
$633K -$7.1K -60 -1%
MC
1009
Middleton & Co
Massachusetts
$633K -$29.6K -250 -4%
MFW
1010
Meristem Family Wealth
Minnesota
$629K – – –
DSC
1011
Duncker Streett & Co
Missouri
$629K – – –
SSWM
1012
Sheets Smith Wealth Management
North Carolina
$623K -$1.18K -10 -0.2%
VRM
1013
Vectors Research Management
New York
$621K – – –
LFAS
1014
Level Four Advisory Services
Texas
$620K -$28.5K -241 -4%
WA
1015
WP Advisors
California
$619K +$1.89K +16 +0.3%
ERIM
1016
Eagle Ridge Investment Management
Connecticut
$615K – – –
PGCM
1017
Prescott Group Capital Management
Oklahoma
$615K – – –
RCC
1018
Red Cedar Capital
Nebraska
$612K -$2.37K -20 -0.4%
QCM
1019
Quest Capital Management
Texas
$610K -$48K -406 -7%
MAFM
1020
Mid Atlantic Financial Management
Pennsylvania
$609K -$101K -850 -14%
FHA
1021
Flagship Harbor Advisors
Massachusetts
$606K +$92.3K +781 +18%
TCM
1022
Tufton Capital Management
Maryland
$600K – – –
ITIM
1023
Indiana Trust & Investment Management
Indiana
$599K -$38.5K -325 -6%
PPP
1024
Private Portfolio Partners
New Jersey
$598K -$9.7K -82 -2%
CGL
1025
Clarius Group LLC
Washington
$598K +$47.4K +401 +9%
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