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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 %
RFA
1226
Reilly Financial Advisors
California
$328K +$618 +5 +0.2%
TFS
1227
Thoroughbred Financial Services
Tennessee
$328K +$23.1K +187 +8%
M
1228
MOTCO
Texas
$327K -$3.83K -31 -1%
HAIM
1229
Hunter Associates Investment Management
Pennsylvania
$326K – – –
RHAM
1230
Round Hill Asset Management
California
$323K -$17.3K -140 -5%
NI
1231
Noked Israel
Israel
$321K -$173K -1,400 -35%
NC
1232
Noked Capital
Israel
$321K -$173K -1,400 -35%
OWP
1233
Obermeyer Wealth Partners
Colorado
$320K – – –
AA
1234
Advisory Alpha
Michigan
$319K +$2.62K +21 +0.8%
MIC
1235
Means Investment Company
Maine
$318K +$27.8K +221 +10%
HH
1236
Hilltop Holdings
Texas
$317K +$33.1K +267 +12%
CIC
1237
Carnegie Investment Counsel
Ohio
$316K – – –
NNP
1238
Nachman Norwood & Parrott
South Carolina
$316K +$12.3K +100 +4%
JFA
1239
JNBA Financial Advisors
Minnesota
$315K +$123K +993 +64%
CA
1240
Centerpoint Advisors
Massachusetts
$314K +$4.45K +36 +1%
SLA
1241
Silver Lake Advisory
Utah
$312K +$370 +3 +0.1%
SCA
1242
Stonebridge Capital Advisors
Minnesota
$311K -$987 -8 -0.3%
WIM
1243
Wittenberg Investment Management
Massachusetts
$310K -$167K -1,350 -35%
MWA
1244
Meridian Wealth Advisors
Texas
$310K – – –
AAM
1245
Aureus Asset Management
Massachusetts
$309K -$8.65K -70 -3%
HIM
1246
Harbour Investment Management
Washington
$309K – – –
AAM
1247
Autus Asset Management
Arizona
$308K -$8.51K -69 -3%
BOS
1248
Bingham Osborn & Scarborough
California
$308K +$6.05K +49 +2%
PA
1249
Probity Advisors
Texas
$307K -$618 -5 -0.2%
KB
1250
Kimelman & Baird
New York
$306K -$86.9K -704 -22%
48 49
50
51 52