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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 %
SFA
1126
Semmax Financial Advisors
North Carolina
$428K +$161K +1,304 +60%
SRC
1127
Sage Rhino Capital
California
$427K -$13.1K -106 -3%
EWM
1128
Empirical Wealth Management
Washington
$427K +$30.1K +244 +8%
SIC
1129
Sigma Investment Counselors
Michigan
$426K – – –
AWM
1130
Aries Wealth Management
Maine
$425K -$12.5K -100 -3%
GBT
1131
Grove Bank & Trust
Florida
$425K -$2.22K -18 -0.5%
SS
1132
Simplicity Solutions
Minnesota
$424K -$1.23M -9,939 -74%
UR
1133
USCA RIA
Texas
$422K +$64.3K +521 +18%
PAMG
1134
Patton Albertson Miller Group
Tennessee
$421K +$421K +3,340 New
CSA
1135
Cottage Street Advisors
Massachusetts
$418K +$2.47K +20 +0.6%
KA
1136
Kovack Advisors
Florida
$418K +$8.64K +70 +2%
BCM
1137
Barometer Capital Management
Ontario, Canada
$418K +$418K +3,400 New
LW
1138
Linscomb Wealth
Texas
$417K +$2.1K +17 +0.5%
FCBT
1139
First Citizens Bank & Trust
North Carolina
$416K -$5.55K -45 -1%
PFS
1140
Prospera Financial Services
Texas
$415K +$415K +3,349 New
HWA
1141
Heritage Wealth Advisors
Virginia
$414K +$82.2K +666 +25%
DI
1142
Diligent Investors
California
$414K – – –
SNT
1143
Security National Trust
West Virginia
$414K – – –
SRC
1144
Shufro Rose & Co
New York
$411K – – –
WCM
1145
Weik Capital Management
Pennsylvania
$410K -$3.08K -25 -0.7%
ATFA
1146
All Terrain Financial Advisors
Minnesota
$409K +$6.78K +55 +2%
GW
1147
GW & Wade
Massachusetts
$406K +$2.1K +17 +0.5%
Koshinski Asset Management
1148
Koshinski Asset Management
Illinois
$399K -$34.3K -278 -8%
CH
1149
Canton Hathaway
Rhode Island
$399K +$3.71K +30 +0.9%
SBWM
1150
Sunflower Bank Wealth Management
Arizona
$394K – – –
44 45
46
47 48