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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 %
PPCM
1351
Pillar Pacific Capital Management
California
$230K – – –
WCM
1352
Washington Capital Management
Washington
$230K +$230K +1,862 New
BG
1353
Bahl & Gaynor
Ohio
$228K -$31.5K -255 -12%
NGA
1354
Naples Global Advisors
Florida
$228K – – –
W
1355
Wealthquest
Ohio
$227K -$24.6K -200 -10%
PB
1356
Pinnacle Bancorp
Nebraska
$226K – – –
RCM
1357
RB Capital Management
Nevada
$226K +$226K +1,828 New
IOOF
1358
Independent Order of Foresters
Ontario, Canada
$224K -$38.3K -310 -15%
ACA
1359
Atlas Capital Advisors
Wyoming
$224K +$22.3K +181 +11%
FA
1360
Financial Advisors
Massachusetts
$223K +$223K +1,804 New
DBIA
1361
Dumont & Blake Investment Advisors
New Jersey
$223K +$223K +1,810 New
FGAM
1362
Financial Gravity Asset Management
Texas
$222K -$50.9K -413 -19%
CAL
1363
Capital Analysts LLC
Pennsylvania
$222K +$4.32K +35 +2%
BC
1364
Brinker Capital
Pennsylvania
$222K +$222K +1,800 New
SAM
1365
Security Asset Management
New York
$222K +$222K +1,800 New
QCMC
1366
Quantum Capital Management (California)
California
$222K +$222K +1,800 New
OCM
1367
Osterweis Capital Management
California
$221K -$442K -3,583 -67%
SC
1368
Sawyer & Company
Massachusetts
$221K – – –
WC
1369
Whitnell & Co
Illinois
$221K – – –
IWC
1370
Integrated Wealth Concepts
Massachusetts
$221K +$221K +1,977 New
RMDI
1371
R.M. Davis Inc
Maine
$220K -$49.3K -400 -18%
CAW
1372
Cornerstone Advisors (Washington)
Washington
$220K +$19.4K +157 +10%
CTA
1373
Colonial Trust Advisors
South Carolina
$220K +$220K +1,785 New
MCM
1374
Mengis Capital Management
Oregon
$220K +$220K +1,789 New
FIA
1375
Foundations Investment Advisors
Arizona
$219K +$219K +1,737 New
53 54
55
56 57