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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 %
FANJ
1401
Financial Architects (New Jersey)
New Jersey
$188K -$15.3K -124 -8%
CF
1402
Centaurus Financial
California
$188K +$172K +1,397 +1,109%
IBOK
1403
Independence Bank of Kentucky
Kentucky
$187K – – –
CHC
1404
City Holding Co
West Virginia
$186K -$9.49K -77 -5%
BCM
1405
Blume Capital Management
California
$185K -$15.3K -124 -8%
VIM
1406
Veritas Investment Management
United Kingdom
$185K – – –
SIAP
1407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$185K – – –
PMFA
1408
Plante Moran Financial Advisors
Michigan
$183K +$13.8K +112 +8%
BCI
1409
Brinker Capital Investments
Pennsylvania
$181K +$20K +162 +12%
DAM
1410
Delta Asset Management
Tennessee
$175K -$3.45K -28 -2%
AAP
1411
Arax Advisory Partners
Colorado
$173K +$173K +1,398 New
PO
1412
Private Ocean
California
$172K -$4.57K -37 -3%
FWM
1413
Focused Wealth Management
New York
$167K +$167K +1,350 New
FHA
1414
First Horizon Advisors
Tennessee
$161K -$5.78K -47 -3%
AF
1415
Allworth Financial
California
$160K +$123 +1 +0.1%
SFG
1416
SevenBridge Financial Group
Pennsylvania
$159K – – –
TIM
1417
Tortoise Investment Management
New York
$151K +$112K +908 +286%
FNB
1418
Farmers National Bank
Kentucky
$150K +$2.84K +23 +2%
MA
1419
MCF Advisors
Kentucky
$149K – – –
LB
1420
Legacy Bridge
Iowa
$147K – – –
SMG
1421
Spectrum Management Group
Indiana
$145K +$145K +1,176 New
CAC
1422
Certified Advisory Corp
Florida
$141K – – –
SQA
1423
Simon Quick Advisors
New Jersey
$141K +$3.21K +26 +2%
LWM
1424
Lenox Wealth Management
Ohio
$140K +$1.11K +9 +0.8%
MCM
1425
MV Capital Management
Maryland
$139K – – –
55 56
57
58 59