AXP icon

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 %
SCA
1226
Stonebridge Capital Advisors
Minnesota
$316K +$18.3K +155 +6%
HFM
1227
Harvest Fund Management
China
$315K -$148K -1,246 -32%
TFS
1228
Thoroughbred Financial Services
Tennessee
$314K – – –
BOPW
1229
Brandywine Oak Private Wealth
Pennsylvania
$312K -$3.43K -29 -1%
PHS
1230
Pekin Hardy Strauss
Illinois
$312K +$23.6K +200 +8%
MCMT
1231
Moon Capital Management (Tennessee)
Tennessee
$311K +$112 +1 +0%
IFAM
1232
Institutional & Family Asset Management
Colorado
$310K -$41.7K -353 -12%
RHAM
1233
Round Hill Asset Management
California
$309K – – –
ER
1234
Enlightenment Research
Florida
$308K -$214K -1,805 -41%
GIA
1235
Gladstone Institutional Advisory
Florida
$308K +$27.1K +229 +10%
CCIA
1236
Campbell & Co Investment Adviser
Maryland
$308K +$308K +2,600 New
JA
1237
JOYN Advisors
Georgia
$306K +$6.27K +53 +2%
EW
1238
Evoke Wealth
California
$305K +$305K +2,578 New
LA
1239
Legacy Advisors
Pennsylvania
$305K -$71.1K -600 -19%
MIC
1240
Means Investment Company
Maine
$303K +$359 +3 +0.1%
RMDI
1241
R.M. Davis Inc
Maine
$303K +$92.2K +780 +44%
IA
1242
IFP Advisors
Florida
$302K +$302K +2,549 New
CA
1243
Centerpoint Advisors
Massachusetts
$301K – – –
SLA
1244
Silver Lake Advisory
Utah
$299K +$236 +2 +0.1%
PA
1245
Probity Advisors
Texas
$299K +$4.85K +41 +2%
PV
1246
Private Vista
Illinois
$299K +$35.5K +300 +13%
AA
1247
Advisory Alpha
Michigan
$296K +$5.13K +45 +2%
HIM
1248
Harbour Investment Management
Washington
$296K – – –
BOS
1249
Bingham Osborn & Scarborough
California
$296K +$1.54K +13 +0.5%
EVM
1250
Evelyn V. Moreno
$296K +$296K +2,500 New
48 49
50
51 52