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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 %
LA
1151
Legacy Advisors
Pennsylvania
$392K -$244K -1,975 -38%
BPWA
1152
Beacon Pointe Wealth Advisors
California
$390K -$37K -300 -9%
OWA
1153
Outlook Wealth Advisors
Texas
$390K +$24K +195 +7%
APW
1154
Acima Private Wealth
Virginia
$387K – – –
BCM
1155
Brookstone Capital Management
Illinois
$387K +$63.6K +515 +20%
Verition Fund Management
1156
Verition Fund Management
Connecticut
$386K -$1.66M -13,473 -81%
SIC
1157
Salem Investment Counselors
North Carolina
$382K -$1.48K -12 -0.4%
CG
1158
Cutler Group
California
$382K +$382K +3,100 New
KMWM
1159
Keudell/Morrison Wealth Management
Oregon
$381K -$16.8K -136 -4%
WPC
1160
Waters Parkerson & Co
Louisiana
$381K +$21.6K +175 +6%
AP
1161
Appleton Partners
Massachusetts
$381K +$64.7K +525 +20%
AC
1162
Abbrea Capital
California
$380K +$8.65K +70 +2%
PWS
1163
Paragon Wealth Strategies
Florida
$377K +$377K +3,057 New
TL
1164
TrueWealth LLC
Georgia
$376K – – –
NAMP
1165
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$376K – – –
LA
1166
LVW Advisors
New York
$376K +$17.5K +142 +5%
NFG
1167
Next Financial Group
Texas
$376K +$168K +1,362 +81%
FFBTD
1168
First Financial Bank - Trust Division
Ohio
$375K – – –
DWM
1169
Dorchester Wealth Management
Quebec, Canada
$375K +$375K +3,038 New
NA
1170
Navellier & Associates
Nevada
$374K +$12.3K +100 +3%
BC
1171
Burney Company
Virginia
$373K -$242K -1,956 -39%
FCA
1172
FinTrust Capital Advisors
South Carolina
$372K +$65.6K +532 +21%
PSG
1173
Planning Solutions Group
Maryland
$371K – – –
1IA
1174
1834 Investment Advisors
Wisconsin
$370K – – –
VCM
1175
Violich Capital Management
California
$370K – – –
45 46
47
48 49