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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 %
ACM
1176
AUA Capital Management
Pennsylvania
$370K – – –
1IA
1177
1834 Investment Advisors
Wisconsin
$370K – – –
BG
1178
Bellevue Group
Switzerland
$370K +$370K +3,000 New
PHAM
1179
Palisades Hudson Asset Management
Florida
$369K – – –
IFAM
1180
Institutional & Family Asset Management
Colorado
$368K -$1.24K -10 -0.3%
BFA
1181
Beaumont Financial Advisors
Massachusetts
$367K +$33.4K +270 +10%
GBBWRPM
1182
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$364K +$29K +235 +9%
CL
1183
CPWM LLC
Washington
$362K -$989 -8 -0.3%
TSWM
1184
Triangle Securities Wealth Management
North Carolina
$361K -$35.6K -285 -9%
HI
1185
Horizon Investments
North Carolina
$360K -$40.5K -328 -10%
PFM
1186
Parsec Financial Management
North Carolina
$359K -$41.2K -334 -10%
PTB
1187
Pioneer Trust Bank
Oregon
$357K – – –
SLT
1188
St Louis Trust
Missouri
$356K – – –
CAM
1189
Close Asset Management
United Kingdom
$356K – – –
ATC
1190
Adirondack Trust Company
New York
$355K -$7.4K -60 -2%
MAA
1191
Matrix Asset Advisors
New York
$355K – – –
CL
1192
Choreo LLC
Illinois
$354K +$18K +146 +5%
IB
1193
Intrust Bank
Kansas
$352K -$809K -6,558 -70%
SAM
1194
SignalPoint Asset Management
Missouri
$352K -$12.2K -99 -3%
AB
1195
Atlas Brown
Kentucky
$352K – – –
VBFG
1196
Vishria Bird Financial Group
Tennessee
$351K – – –
SIG
1197
Sargent Investment Group
Maryland
$351K +$351K +2,845 New
VIA
1198
Vident Investment Advisory
Georgia
$347K -$3.13M -25,349 -90%
CCMD
1199
Cypress Capital Management (Delaware)
Delaware
$347K – – –
MIP
1200
Marietta Investment Partners
Wisconsin
$346K – – –
46 47
48
49 50