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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 %
WCG
1451
Weaver Consulting Group
California
$92K – – –
SIAS
1452
Shine Investment Advisory Services
Colorado
$91K – – –
IF
1453
Ironwood Financial
Arizona
$90K – – –
KFS
1454
Kelly Financial Services
Massachusetts
$89.7K – – –
TCM
1455
Tradewinds Capital Management
Washington
$89K – – –
LC
1456
Lindbrook Capital
California
$89K +$2.57K +21 +3%
HCM
1457
Highlander Capital Management
New Jersey
$86K – – –
BWM
1458
BerganKDV Wealth Management
Minnesota
$86K – – –
FA
1459
Financial Advantage
Maryland
$83K – – –
GAM
1460
Gemmer Asset Management
California
$83K – – –
NSB
1461
Norway Savings Bank
Maine
$83K – – –
EWM
1462
Elmwood Wealth Management
California
$83K – – –
Kayne Anderson Rudnick Investment Management
1463
Kayne Anderson Rudnick Investment Management
California
$78K +$78K +635 New
PFGIA
1464
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$37.3K +299 +96%
CIM
1465
Contravisory Investment Management
Massachusetts
$75K +$14.6K +119 +24%
FMB
1466
Field & Main Bank
Kentucky
$74K – – –
RWA
1467
Redhawk Wealth Advisors
Minnesota
$74K +$74K +600 New
FMII
1468
Farmers & Merchants Investments Inc
Nebraska
$73K +$2.36K +19 +3%
TFO
1469
Tarbox Family Office
California
$72K +$4.42K +36 +7%
AWM
1470
Apollon Wealth Management
South Carolina
$69K +$69K +558 New
CIAS
1471
Capital Investment Advisory Services
North Carolina
$68K +$19.3K +153 +40%
GT
1472
Glenmede Trust
Pennsylvania
$67.9K -$1.04K -8,393 -2%
CQS
1473
Credential Qtrade Securities
$62.3K – – –
SMFS
1474
Squar Milner Financial Services
California
$62K -$27.8K -224 -31%
PAI
1475
Pittenger & Anderson Inc
Nebraska
$62K – – –
57 58
59
60 61