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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 %
PFS
1326
Physicians Financial Services
North Carolina
$247K -$185K -1,500 -43%
KTC
1327
Kistler-Tiffany Companies
Pennsylvania
$247K -$5.31K -43 -2%
GLI
1328
Guardian Life Insurance
New York
$247K – – –
LI
1329
Lafayette Investments
Maryland
$247K – – –
HA
1330
Harbor Advisors
Florida
$247K – – –
WA
1331
Wealth Architects
California
$247K +$5.06K +41 +2%
MJP
1332
Michael J. Puzo
$247K +$247K +2,000 New
ACA
1333
Ackerman Capital Advisors
Texas
$247K – – –
CAMG
1334
CWA Asset Management Group
Florida
$246K -$52.3K -424 -18%
9WM
1335
9258 Wealth Management
Ohio
$246K -$4.57K -37 -2%
TAM
1336
Trillium Asset Management
Massachusetts
$246K +$2.35K +19 +1%
WIA
1337
Westbourne Investment Advisors
Maryland
$245K – – –
CCM
1338
Compass Capital Management
Minnesota
$245K – – –
AAM
1339
American Asset Management
Florida
$245K +$124 +1 +0.1%
CCM
1340
Condor Capital Management
New Jersey
$241K +$123 +1 +0.1%
FFN
1341
Focus Financial Network
Minnesota
$240K +$240K +1,947 New
CBN
1342
Cadence Bank NA
Texas
$240K -$6.18K -50 -3%
IWM
1343
IHT Wealth Management
Illinois
$237K +$237K +1,917 New
BP
1344
BBR Partners
New York
$236K – – –
APP
1345
Avantax Planning Partners
Iowa
$235K -$6.63K -53 -3%
NP
1346
NS Partners
United Kingdom
$235K – – –
AAIM
1347
Asset Advisors Investment Management
Georgia
$235K – – –
GSBTD
1348
Glenview State Bank Trust Department
Illinois
$233K +$233K +1,890 New
VCM
1349
Vivaldi Capital Management
Illinois
$233K +$233K +1,891 New
CCB
1350
Cutter & Co Brokerage
Missouri
$231K – – –
52 53
54
55 56