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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 %
FFSOTS
1276
Fiduciary Financial Services of The Southwest
Texas
$283K -$2.84K -23 -1%
FNBOO
1277
First National Bank of Omaha
Nebraska
$279K -$80.3K -650 -22%
BHIA
1278
Birch Hill Investment Advisors
Massachusetts
$278K – – –
PWW
1279
Pettyjohn Wood & White
Virginia
$278K – – –
HJA
1280
Hugh Johnson Advisors
New York
$277K -$212K -1,720 -43%
PV
1281
Private Vista
Illinois
$276K +$21.7K +175 +9%
MFG
1282
MidWestOne Financial Group
Iowa
$275K +$275K +2,231 New
GLLW
1283
Graves Light Lenhart Wealth
Virginia
$274K – – –
SB
1284
Strategic Blueprint
Georgia
$273K – – –
RW
1285
REDW Wealth
New Mexico
$272K – – –
ACA
1286
Aptus Capital Advisors
Alabama
$272K +$16.3K +132 +6%
VWM
1287
Valley Wealth Managers
New Jersey
$271K +$20.1K +163 +8%
PWAP
1288
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$271K +$42.3K +342 +18%
BWA
1289
Burt Wealth Advisors
Maryland
$270K -$118K -952 -30%
NBG
1290
Nancy B. Gardiner
$268K – – –
CYG
1291
Clean Yield Group
Vermont
$267K -$6.18K -50 -2%
OLA
1292
Oliver Luxxe Assets
New Jersey
$267K – – –
TFA
1293
Toth Financial Advisory
Virginia
$267K +$742 +6 +0.3%
PWPS
1294
Pinnacle Wealth Planning Services
Ohio
$267K +$20.6K +167 +8%
KM
1295
Kalos Management
Georgia
$266K +$266K +2,155 New
CPSAC
1296
Chas P. Smith & Associates (CPS)
Florida
$266K +$266K +2,158 New
NWP
1297
Northstar Wealth Partners
Connecticut
$265K -$144K -1,172 -35%
WCM
1298
Whitener Capital Management
North Carolina
$265K – – –
GIP
1299
Granite Investment Partners
California
$265K +$6.16K +50 +2%
PCMC
1300
Private Capital Management (Colorado)
Colorado
$264K -$12.2K -99 -4%
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