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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 %
ACA
1301
Anchor Capital Advisors
Massachusetts
$263K – – –
PCM
1302
Price Capital Management
Louisiana
$262K -$5.38M -43,093 -95%
GIM
1303
Greylin Investment Management
Virginia
$262K -$15.4K -125 -6%
CFA
1304
Cahill Financial Advisors
Minnesota
$262K +$262K +2,119 New
AW
1305
Alpha Windward
Massachusetts
$261K – – –
HPWM
1306
Highland Private Wealth Management
Washington
$260K -$13.8K -112 -5%
CASB
1307
Cape Ann Savings Bank
Massachusetts
$259K – – –
VCAM
1308
Van Cleef Asset Management
Ohio
$259K – – –
IUHSA
1309
Itau Unibanco Holding S.A.
Brazil
$258K -$185K -1,502 -42%
FFA
1310
First Foundation Advisors
California
$258K +$6.78K +55 +3%
GVAG
1311
Great Valley Advisor Group
Delaware
$257K -$25.6K -207 -9%
SIA
1312
Strategic Investment Advisors
Michigan
$257K +$28.6K +232 +13%
MIM
1313
Montgomery Investment Management
Maryland
$256K -$43.3K -350 -14%
ME
1314
McIlrath & Eck
Washington
$256K – – –
VAG
1315
VisionPoint Advisory Group
Texas
$256K +$256K +2,071 New
WPW
1316
Waldron Private Wealth
Pennsylvania
$255K -$176K -1,428 -41%
HDIM
1317
Hanson & Doremus Investment Management
Vermont
$255K -$11.4K -92 -4%
AWM
1318
Aevitas Wealth Management
Massachusetts
$254K -$184K -1,488 -42%
NL
1319
NWAM LLC
Washington
$254K -$1.48K -12 -0.6%
NB
1320
Northwest Bancshares
Pennsylvania
$254K – – –
TMAM
1321
Tokio Marine Asset Management
Japan
$253K +$253K +2,046 New
IRC
1322
Investors Research Corp
Georgia
$252K – – –
FCFS
1323
First Command Financial Services
Texas
$251K – – –
FCB
1324
First Command Bank
Texas
$251K – – –
KFGK
1325
Keystone Financial Group (Kentucky)
Kentucky
$251K – – –
51 52
53
54 55