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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 %
ST
1026
Spinnaker Trust
Maine
$592K +$110K +928 +23%
CST
1027
Charles Schwab Trust
Nevada
$592K +$592K +5,076 New
AL
1028
Arnhold LLC
New York
$591K – – –
HC
1029
HNP Capital
New York
$591K – – –
PAS
1030
Park Avenue Securities
New York
$591K +$8.87K +75 +2%
ISB
1031
Iowa State Bank
Iowa
$591K +$591K +5,000 New
O
1032
Ossiam
France
$590K +$30.4K +257 +5%
HIM
1033
Hillsdale Investment Management
Ontario, Canada
$583K -$32.5K -275 -5%
FCCM
1034
First City Capital Management
Georgia
$582K -$3.07K -26 -0.5%
FSA
1035
Fort Sheridan Advisors
Illinois
$579K – – –
AF
1036
Arrow Financial
New York
$578K -$11.8K -100 -2%
HH
1037
Hilltop Holdings
Texas
$573K +$271K +2,290 +89%
PWP
1038
Principle Wealth Partners
Connecticut
$570K +$146K +1,234 +34%
AAS
1039
Avantax Advisory Services
Texas
$569K +$29K +244 +5%
CPO
1040
Cerity Partners OCIO
New York
$568K +$29.8K +252 +6%
BRWA
1041
B. Riley Wealth Advisors
Florida
$567K -$197K -1,660 -26%
IWS
1042
Insight Wealth Strategies
California
$566K +$39.8K +336 +8%
BJL
1043
Brighton Jones LLC
Washington
$564K -$25.9K -219 -4%
RIL
1044
Rothschild Investment LLC
Illinois
$562K – – –
CWS
1045
Cypress Wealth Services
California
$560K -$215K -1,822 -28%
MFG
1046
Magnus Financial Group
New York
$555K +$592 +5 +0.1%
BMC
1047
Beaton Management Company
Massachusetts
$551K -$352K -2,971 -39%
SC
1048
Schulhoff & Co
Ohio
$550K – – –
GAM
1049
Garrison Asset Management
Arkansas
$550K – – –
AL
1050
Aspiriant LLC
California
$549K -$31.5K -265 -5%
40 41
42
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