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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 %
SCM
1101
Stonebridge Capital Management
California
$455K -$23.7K -200 -5%
SIC
1102
Sigma Investment Counselors
Michigan
$452K +$43.1K +364 +11%
KA
1103
Kovack Advisors
Florida
$450K +$49.1K +415 +12%
WMC
1104
Westwood Management Corporation
Illinois
$449K – – –
WEC
1105
Winslow Evans & Crocker
Massachusetts
$448K -$4.53K -38 -1%
OC
1106
Oakworth Capital
Alabama
$446K – – –
HPC
1107
Hobart Private Capital
North Carolina
$446K +$15.3K +129 +4%
CYG
1108
Clean Yield Group
Vermont
$445K +$189K +1,600 +74%
C
1109
Cerebellum
California
$442K +$442K +3,734 New
PVWM
1110
Point View Wealth Management
New Jersey
$441K -$261K -2,207 -37%
HFM
1111
Hartford Financial Management
Connecticut
$441K -$11.8K -100 -3%
LSAG
1112
Lake Street Advisors Group
New Hampshire
$439K -$1.47K -19 -0.3%
UR
1113
USCA RIA
Texas
$438K +$33K +279 +8%
EAM
1114
Evanson Asset Management
California
$437K -$1.66K -14 -0.4%
BI
1115
Bredin Investment
Delaware
$437K – – –
NFG
1116
Nations Financial Group
Iowa
$437K +$437K +3,723 New
SWA
1117
Sutton Wealth Advisors
Florida
$436K – – –
GWMIA
1118
Global Wealth Management Investment Advisory
Florida
$436K -$14.2K -120 -3%
Mackenzie Financial
1119
Mackenzie Financial
Ontario, Canada
$435K -$4.97K -42 -1%
JWBC
1120
John W. Bristol & Co
New York
$434K – – –
BAM
1121
Belpointe Asset Management
Nevada
$433K -$1.78K -15 -0.4%
SBSB
1122
Sullivan, Bruyette, Speros & Blaney
Virginia
$432K – – –
SWM
1123
SeaCrest Wealth Management
New York
$432K +$18.9K +160 +5%
RM
1124
Resource Management
Louisiana
$431K +$2.48K +21 +0.6%
FCBT
1125
First Citizens Bank & Trust
North Carolina
$431K +$31.8K +269 +8%
43 44
45
46 47