AXP icon

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 %
FWM
1426
Focused Wealth Management
New York
$160K – – –
KWA
1427
KCS Wealth Advisory
California
$157K +$157K +1,328 New
BWM
1428
Baystate Wealth Management
Massachusetts
$148K +$37K +313 +33%
RFA
1429
Reilly Financial Advisors
California
$146K -$167K -1,418 -53%
FGAM
1430
Financial Gravity Asset Management
Texas
$145K -$67.7K -573 -32%
TIM
1431
Tortoise Investment Management
New York
$145K – – –
MA
1432
MCF Advisors
Kentucky
$142K – – –
LB
1433
Legacy Bridge
Iowa
$141K – – –
SMG
1434
Spectrum Management Group
Indiana
$139K – – –
AF
1435
Allworth Financial
California
$134K -$19.3K -163 -13%
LWM
1436
Lenox Wealth Management
Ohio
$134K – – –
MCM
1437
MV Capital Management
Maryland
$133K – – –
PC
1438
Permit Capital
Pennsylvania
$130K – – –
FMTCOCP
1439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K – – –
LWA
1440
Lenox Wealth Advisors
New York
$127K – – –
BCA
1441
Berman Capital Advisors
Georgia
$123K – – –
FL
1442
Fort LP
Maryland
$122K +$122K +1,033 New
PCM
1443
Princeton Capital Management
New Jersey
$120K – – –
SFFS
1444
Stonehage Fleming Financial Services
Jersey
$118K – – –
JWA
1445
JFS Wealth Advisors
Pennsylvania
$117K +$2.12K +18 +2%
THWM
1446
Taylor Hoffman Wealth Management
Virginia
$108K – – –
MS
1447
Mizuho Securities
Japan
$106K +$106K +900 New
FFC
1448
First Financial Corp
Indiana
$103K – – –
APC
1449
Aspire Private Capital
North Carolina
$103K +$9.57K +81 +10%
TA
1450
Thor Advisors
New York
$103K +$103K +871 New
56 57
58
59 60