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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 %
SWA
1101
Sutton Wealth Advisors
Florida
$455K +$1.98K +16 +0.4%
BAM
1102
Belpointe Asset Management
Nevada
$454K -$605K -4,900 -57%
PG
1103
Patten Group
Tennessee
$454K – – –
VDBMI
1104
Van Den Berg Management I
Texas
$454K – – –
JWBC
1105
John W. Bristol & Co
New York
$453K – – –
SBSB
1106
Sullivan, Bruyette, Speros & Blaney
Virginia
$451K – – –
FM
1107
Foster & Motley
Ohio
$451K +$126K +1,020 +39%
HPC
1108
Hobart Private Capital
North Carolina
$449K +$41.2K +334 +10%
RM
1109
Resource Management
Louisiana
$447K -$12.2K -99 -3%
LP
1110
LGL Partners
Pennsylvania
$446K +$247 +2 +0.1%
OIA
1111
OneDigital Investment Advisors
Kansas
$444K +$42K +340 +10%
PWP
1112
Principle Wealth Partners
Connecticut
$443K – – –
BBNA
1113
Bremer Bank National Association
Minnesota
$439K -$63.2K -512 -13%
BCM
1114
BTR Capital Management
California
$439K – – –
MRCM
1115
M&R Capital Management
New Jersey
$439K +$24.3K +197 +6%
TF
1116
Tompkins Financial
New York
$438K -$55.3K -448 -11%
SFS
1117
Strategic Financial Services
New York
$435K +$89K +722 +26%
AIM
1118
Axiom Investment Management
New York
$434K -$13.3K -108 -3%
FMLI
1119
Fukoku Mutual Life Insurance
Japan
$432K – – –
SC
1120
Saybrook Capital
North Carolina
$432K – – –
LOAMS
1121
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K -$1.21M -9,826 -74%
SWM
1122
SeaCrest Wealth Management
New York
$431K +$3.45K +28 +0.8%
HB
1123
Homrich & Berg
Georgia
$431K +$37.2K +301 +9%
CBT
1124
Central Bank & Trust
Kentucky
$429K +$167K +1,356 +64%
BST
1125
Bath Savings Trust
Maine
$429K +$185K +1,498 +76%
43 44
45
46 47