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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 %
NFG
1376
Nadler Financial Group
Illinois
$218K +$218K +1,763 New
ACS
1377
Archford Capital Strategies
Illinois
$216K +$9.01K +73 +4%
EGA
1378
Eagle Global Advisors
Texas
$216K +$216K +1,747 New
RP
1379
Riverbridge Partners
Minnesota
$216K +$216K +1,750 New
11A
1380
10-15 Associates
New York
$215K +$215K +1,740 New
ICP
1381
Ironvine Capital Partners
Nebraska
$213K +$213K +1,664 New
CB
1382
CNB Bank
Pennsylvania
$212K +$14K +113 +7%
DI
1383
DFPG Investments
Utah
$210K +$210K +1,667 New
CAM
1384
Claret Asset Management
Quebec, Canada
$209K +$209K +1,690 New
CIC
1385
Cornercap Investment Counsel
Georgia
$207K -$27.1K -220 -12%
FA
1386
Fagan Associates
New York
$205K +$205K +1,660 New
EF
1387
Empirical Finance
Pennsylvania
$205K +$205K +1,661 New
KFS
1388
Kurt F. Somerville
$204K -$272K -2,200 -57%
GSC
1389
G&S Capital
Colorado
$204K – – –
TIS
1390
Tortoise Index Solutions
Kansas
$204K +$741 +6 +0.4%
FMW
1391
Farr Miller & Washington
District of Columbia
$204K +$204K +1,650 New
MBTD
1392
Mechanics Bank - Trust Department
California
$203K +$203K +1,641 New
QPWM
1393
Quadrant Private Wealth Management
Pennsylvania
$203K +$203K +1,643 New
VC
1394
Vicus Capital
Pennsylvania
$203K +$203K +1,644 New
TIA
1395
Traphagen Investment Advisors
New Jersey
$203K +$203K +1,641 New
KPW
1396
Kore Private Wealth
New York
$202K +$9.24K +75 +5%
TI
1397
Truehand Inc
New Hampshire
$198K – – –
WAP
1398
Wealthcare Advisory Partners
Pennsylvania
$196K +$6.42K +52 +3%
AIL
1399
AGF Investments LLC
Ontario, Canada
$194K +$194K +1,574 New
TC
1400
Truvestments Capital
Florida
$192K +$247 +2 +0.1%
54 55
56
57 58