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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 %
IWS
1051
Insight Wealth Strategies
California
$549K -$1.98K -16 -0.4%
CP
1052
Covenant Partners
Tennessee
$545K – – –
KHLMTHM
1053
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$545K +$545K +4,418 New
RMCM
1054
Reynders McVeigh Capital Management
Massachusetts
$542K +$85.1K +690 +19%
FHA
1055
Flagship Harbor Advisors
Massachusetts
$536K +$8.5K +69 +2%
Los Angeles Capital Management
1056
Los Angeles Capital Management
California
$532K -$353K -2,859 -40%
Carson Wealth (CWM LLC)
1057
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
PHK
1058
Point72 Hong Kong
Hong Kong
$525K +$214K +1,737 +69%
TIA
1059
Tiemann Investment Advisors
California
$523K +$124 +1 +0%
TWA
1060
TCI Wealth Advisors
Arizona
$522K -$864 -7 -0.2%
HCMNY
1061
Howard Capital Management (New York)
New York
$521K -$43.2K -350 -8%
LWM
1062
Lyell Wealth Management
California
$519K – – –
LWAC
1063
Laurel Wealth Advisors (California)
California
$518K +$740 +6 +0.1%
SCP
1064
Silverleafe Capital Partners
Tennessee
$514K – – –
AIM
1065
Aspen Investment Management
Michigan
$514K +$4.69K +38 +0.9%
TPWA
1066
TRUE Private Wealth Advisors
Oregon
$513K +$8.15K +66 +2%
MWP
1067
MYCIO Wealth Partners
Pennsylvania
$511K -$91.5K -741 -15%
GHAM
1068
Gilman Hill Asset Management
Connecticut
$509K – – –
ER
1069
Enlightenment Research
Florida
$505K -$68.2K -595 -12%
ST
1070
Spinnaker Trust
Maine
$504K -$13.6K -110 -3%
FBT
1071
First Bankers Trust
Kentucky
$500K – – –
SCM
1072
Stonebridge Capital Management
California
$499K – – –
RI
1073
Ridgewood Investments
New Jersey
$497K – – –
JFL
1074
Jarislowsky, Fraser Ltd
Quebec, Canada
$494K -$38.8K -315 -7%
WWM
1075
Windsor Wealth Management
Indiana
$494K +$13.9K +111 +3%
41 42
43
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