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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 %
AL
1026
Arnhold LLC
New York
$617K -$735K -5,953 -54%
FAM
1027
Fred Alger Management
New York
$617K -$8.64K -70 -1%
RIM
1028
Regent Investment Management
Kentucky
$617K – – –
AF
1029
Arrow Financial
New York
$616K +$6.17K +50 +1%
BJL
1030
Brighton Jones LLC
Washington
$616K +$63.2K +512 +11%
FCCM
1031
First City Capital Management
Georgia
$611K -$4.57K -37 -0.7%
PAS
1032
Park Avenue Securities
New York
$607K +$91K +738 +18%
KIA
1033
Kopp Investment Advisors
Minnesota
$606K -$395K -3,200 -39%
AL
1034
Aspiriant LLC
California
$605K -$35.4K -286 -6%
FSA
1035
Fort Sheridan Advisors
Illinois
$604K – – –
BCM
1036
BlueCrest Capital Management
Jersey
$595K -$1.36M -11,031 -70%
RIL
1037
Rothschild Investment LLC
Illinois
$587K – – –
O
1038
Ossiam
France
$584K +$584K +4,733 New
V
1039
VeraBank
Texas
$579K -$6.17K -50 -1%
MFG
1040
Magnus Financial Group
New York
$578K +$617 +5 +0.1%
CGL
1041
Clarius Group LLC
Washington
$575K +$73.8K +598 +15%
GAM
1042
Garrison Asset Management
Arkansas
$574K – – –
SC
1043
Schulhoff & Co
Ohio
$573K – – –
LC
1044
Lavaca Capital
Texas
$572K – – –
LIM
1045
Leavell Investment Management
Alabama
$563K +$12.3K +100 +2%
AAS
1046
Avantax Advisory Services
Texas
$562K +$207K +1,677 +58%
CPO
1047
Cerity Partners OCIO
New York
$561K +$35.3K +286 +7%
PGAM
1048
Princeton Global Asset Management
New Jersey
$555K – – –
PFO
1049
Pathstone Family Office
New Jersey
$555K +$551K +4,465 +12,757%
S
1050
SignatureFD
Georgia
$554K +$10.9K +88 +2%
40 41
42
43 44