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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 %
Cetera Investment Advisers
1201
Cetera Investment Advisers
Illinois
$345K -$13.7K -112 -4%
NCM
1202
Nelson Capital Management
California
$344K – – –
MFW
1203
Mosaic Family Wealth
Missouri
$344K +$67.8K +550 +25%
MCMT
1204
Moon Capital Management (Tennessee)
Tennessee
$342K +$123 +1 +0%
BSPF
1205
British Steel Pension Fund
United Kingdom
$342K -$374K -3,029 -52%
AI
1206
Accredited Investors
Minnesota
$342K -$40.2K -325 -11%
CA
1207
Cambridge Advisors
Nebraska
$341K -$6.18K -50 -2%
LWM
1208
Liberty Wealth Management
California
$339K +$88.8K +719 +35%
OA
1209
Oxbow Advisors
Texas
$338K – – –
HWA
1210
HCR Wealth Advisors
California
$338K – – –
TWM
1211
Titus Wealth Management
California
$337K -$10.6K -86 -3%
IWP
1212
Icon Wealth Partners
Texas
$336K -$6.55K -53 -2%
PCMC
1213
Paragon Capital Management (Colorado)
Colorado
$336K – – –
OIA
1214
Optimum Investment Advisors
Illinois
$335K -$11.7K -95 -3%
NFC
1215
Northeast Financial Consultants
Connecticut
$335K – – –
TYCC
1216
Texas Yale Capital Corp
Florida
$334K -$142K -1,150 -30%
FLPIM
1217
F.L. Putnam Investment Management
Massachusetts
$333K -$38.2K -309 -10%
IIC
1218
Integrated Investment Consultants
Michigan
$333K – – –
MCM
1219
Maryland Capital Management
Maryland
$331K – – –
PCA
1220
Personal Capital Advisors
California
$331K +$3.58K +29 +1%
MWM
1221
Mission Wealth Management
California
$330K -$32.2K -261 -9%
CM
1222
Castleark Management
Illinois
$330K – – –
CPA
1223
Clear Perspective Advisors
Illinois
$329K -$28.5K -231 -8%
HFA
1224
Huber Financial Advisors
Illinois
$329K – – –
BOPW
1225
Brandywine Oak Private Wealth
Pennsylvania
$329K +$2.09K +17 +0.6%
47 48
49
50 51