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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 %
PAI
1476
Pittenger & Anderson Inc
Nebraska
$62K – – –
WCMN
1477
Westchester Capital Management (Nebraska)
Nebraska
$62K – – –
EFSCE
1478
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$998 +8 +2%
TF
1479
TimeScale Financial
Massachusetts
$60K +$60K +484 New
PCFFS
1480
Pacific Center for Financial Services
California
$59K – – –
MF
1481
Manchester Financial
California
$59K +$59K +475 New
MTCM
1482
Mint Tower Capital Management
Netherlands
$55K -$417K -3,410 -88%
PCTC
1483
Perkins Coie Trust Company
Washington
$54K +$3.72K +30 +7%
SIM
1484
Sonora Investment Management
Arizona
$52K +$18.8K +153 +57%
AWM
1485
AllSquare Wealth Management
New York
$51K – – –
WPA
1486
West Paces Advisors
Georgia
$50.9K – – –
FPB
1487
First PREMIER Bank
South Dakota
$50K +$6.17K +50 +14%
AP
1488
Atwood & Palmer
Missouri
$49K – – –
VCM
1489
Vigilant Capital Management
Maine
$49K – – –
PWMG
1490
Prestige Wealth Management Group
New Jersey
$49K +$19.1K +154 +64%
VEA
1491
Virtus ETF Advisers
New York
$48K +$48K +385 New
BHWM
1492
Bay Harbor Wealth Management
Maryland
$47K -$22K -179 -32%
Walleye Trading
1493
Walleye Trading
New York
$46K -$185K -1,501 -80%
EWM
1494
Edge Wealth Management
New York
$46K +$26.9K +216 +140%
EARNEST Partners
1495
EARNEST Partners
Georgia
$44K – – –
BWA
1496
BDO Wealth Advisors
Florida
$43K – – –
JAM
1497
JCIC Asset Management
Ontario, Canada
$42K – – –
TAIM
1498
TD Ameritrade Investment Management
Nebraska
$41K -$61.7K -495 -60%
MAM
1499
Marquette Asset Management
Minnesota
$40K -$7.73K -63 -16%
TA
1500
TCG Advisors
Texas
$40K – – –
58 59
60
61 62