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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 %
BBNA
1151
Bremer Bank National Association
Minnesota
$396K -$24.1K -204 -6%
DI
1152
Diligent Investors
California
$394K -$2.37K -20 -0.6%
SRC
1153
Shufro Rose & Co
New York
$394K – – –
CH
1154
Canton Hathaway
Rhode Island
$394K +$11.8K +100 +3%
EWM
1155
Empirical Wealth Management
Washington
$393K -$16.2K -137 -4%
WCM
1156
Weik Capital Management
Pennsylvania
$393K – – –
ATFA
1157
All Terrain Financial Advisors
Minnesota
$392K – – –
HWA
1158
Heritage Wealth Advisors
Virginia
$387K -$9.57K -81 -2%
CL
1159
CPWM LLC
Washington
$385K +$38.8K +328 +11%
OWP
1160
Obermeyer Wealth Partners
Colorado
$385K +$78K +659 +25%
AWM
1161
Aries Wealth Management
Maine
$382K -$12.4K -107 -3%
OWA
1162
Outlook Wealth Advisors
Texas
$382K +$7.81K +66 +2%
AC
1163
Abbrea Capital
California
$381K +$17.1K +145 +5%
PP
1164
Palladium Partners
Virginia
$381K +$119K +1,114 +45%
SNT
1165
Security National Trust
West Virginia
$378K -$18.9K -160 -5%
GW
1166
GW & Wade
Massachusetts
$376K -$13.1K -111 -3%
BPWA
1167
Beacon Pointe Wealth Advisors
California
$374K – – –
APW
1168
Acima Private Wealth
Virginia
$371K – – –
NA
1169
Navellier & Associates
Nevada
$370K +$11.8K +100 +3%
CAM
1170
Cypress Asset Management
Texas
$370K +$14.8K +125 +4%
MWM
1171
Meridian Wealth Management
Kentucky
$369K +$26.6K +225 +8%
SIC
1172
Salem Investment Counselors
North Carolina
$366K – – –
WPC
1173
Waters Parkerson & Co
Louisiana
$364K -$1.54K -13 -0.4%
SIG
1174
Sargent Investment Group
Maryland
$364K +$27.8K +235 +8%
ACM
1175
Allred Capital Management
Texas
$363K -$63.8K -548 -15%
45 46
47
48 49