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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 %
HPWM
1326
Highland Private Wealth Management
Washington
$243K -$6.15K -52 -2%
RCM
1327
RB Capital Management
Nevada
$243K +$34.8K +306 +17%
KM
1328
Kalos Management
Georgia
$242K -$12K -102 -5%
VCAM
1329
Van Cleef Asset Management
Ohio
$242K -$5.9K -50 -2%
AW
1330
Alpha Windward
Massachusetts
$242K – – –
OLA
1331
Oliver Luxxe Assets
New Jersey
$241K – – –
IRC
1332
Investors Research Corp
Georgia
$241K – – –
VAG
1333
VisionPoint Advisory Group
Texas
$241K +$3.89K +34 +2%
LPT
1334
Legacy Private Trust
Wisconsin
$240K -$40.1K -340 -14%
KFGK
1335
Keystone Financial Group (Kentucky)
Kentucky
$240K – – –
PPW
1336
Pasadena Private Wealth
California
$239K +$239K +2,018 New
CCG
1337
Cypress Capital Group
Florida
$237K -$38.5K -325 -14%
LI
1338
Lafayette Investments
Maryland
$237K – – –
PFS
1339
Physicians Financial Services
North Carolina
$237K – – –
MJP
1340
Michael J. Puzo
$237K – – –
ACA
1341
Ackerman Capital Advisors
Texas
$237K – – –
HA
1342
Harbor Advisors
Florida
$237K – – –
CCI
1343
Credit Capital Investments
New Jersey
$237K +$237K +2,000 New
GLI
1344
Guardian Life Insurance
New York
$236K -$948 -8 -0.4%
KTC
1345
Kistler-Tiffany Companies
Pennsylvania
$236K – – –
SIM
1346
Spark Investment Management
New York
$236K +$236K +2,000 New
CCM
1347
Compass Capital Management
Minnesota
$235K – – –
NB
1348
Northwest Bancshares
Pennsylvania
$234K -$9.48K -80 -4%
AAM
1349
American Asset Management
Florida
$234K – – –
FFN
1350
Focus Financial Network
Minnesota
$233K +$3.08K +26 +1%
52 53
54
55 56