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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 %
SC
1076
SRB Corp
Massachusetts
$494K +$494K +4,006 New
FP
1077
Factorial Partners
New York
$494K – – –
CCM
1078
Cadence Capital Management
Massachusetts
$490K +$47.1K +382 +11%
TNB
1079
Thomasville National Bank
Georgia
$486K -$49.2K -398 -9%
SYBT
1080
Stock Yards Bank & Trust
Kentucky
$486K – – –
BFC
1081
Blue Fin Capital
Rhode Island
$483K -$17.4K -141 -3%
HFM
1082
Harvest Fund Management
China
$482K – – –
GWS
1083
Glassman Wealth Services
Virginia
$482K +$36.4K +295 +8%
HBT
1084
Hills Bank & Trust
Iowa
$481K – – –
BIM
1085
Barton Investment Management
Pennsylvania
$478K -$19.1K -155 -4%
WPC
1086
White Pine Capital
Minnesota
$478K – – –
BMC
1087
Benin Management Corp
Connecticut
$476K – – –
WG
1088
Welch Group
Alabama
$476K +$10.4K +84 +2%
BI
1089
Bredin Investment
Delaware
$473K – – –
HFM
1090
Hartford Financial Management
Connecticut
$472K – – –
WEC
1091
Winslow Evans & Crocker
Massachusetts
$472K +$1.74K +14 +0.4%
LJAC
1092
L.J. Altfest & Co
New York
$471K – – –
GWMIA
1093
Global Wealth Management Investment Advisory
Florida
$469K -$13.4K -109 -3%
WMC
1094
Westwood Management Corporation
Illinois
$469K – – –
OC
1095
Oakworth Capital
Alabama
$466K – – –
SCM
1096
Stellar Capital Management
Arizona
$464K – – –
Two Sigma Investments
1097
Two Sigma Investments
New York
$461K -$9.16M -74,123 -95%
Mackenzie Financial
1098
Mackenzie Financial
Ontario, Canada
$459K -$194K -1,570 -30%
EAM
1099
Evanson Asset Management
California
$458K – – –
ACM
1100
Allred Capital Management
Texas
$458K +$5.13K +41 +1%
42 43
44
45 46