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American Express
AXP

Overview Fund Activity

1,581 hedge funds and large institutions have $77.5B invested in American Express in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 519 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,581
Holders Change
+59
Holders Change %
+3.88%
% of All Funds
34.27%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
156
Increased
519
Reduced
606
Closed
77
Calls
$483M
Puts
$735M
Net Calls
-$252M
Net Calls Change
+$23.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.87B
2
ECU
Egerton Capital (UK)
United Kingdom
$1.02B
3
Bessemer Group
Bessemer Group
New Jersey
$123M
4
TP
Theleme Partners
United Kingdom
$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$683M

Top Sellers

1
TAM
Todd Asset Management
Kentucky
$26.3M
2
Dodge & Cox
Dodge & Cox
California
$2.58B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
4
BlackRock
BlackRock
New York
$4.79B
5
TP
Third Point
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1551
Thomas J. Herzfeld Advisors
Florida
$8K – – –
TNBTD
1552
Trustmark National Bank Trust Department
Mississippi
$7K – – –
QAM
1553
QCI Asset Management
New York
$7K – – –
FRA
1554
Front Row Advisors
California
$7K – – –
JIP
1555
JBJ Investment Partners
South Carolina
$7K +$7K +60 New
EIM
1556
Essex Investment Management
Massachusetts
$6K -$5.36K -50 -47%
WA
1557
WP Advisors
California
$5.69K +$21 +19 +0.4%
HCM
1558
Horrell Capital Management
Arkansas
$5K – – –
CCM
1559
Cribstone Capital Management
Maine
$5K – – –
BAMG
1560
Brand Asset Management Group
Missouri
$5K +$5K +43 New
OWA
1561
One Wealth Advisors
California
$5K +$5K +44 New
GTAM
1562
Global Trust Asset Management
Florida
$4K – – –
ONST
1563
Old North State Trust
North Carolina
$4K – – –
C
1564
Cerebellum
California
$4K +$4K +33 New
PFO
1565
Pathstone Family Office
New Jersey
$4K +$4K +35 New
AIS
1566
Accurate Investment Solutions
Pennsylvania
$4K +$4K +40 New
CT
1567
Chicago Trust
Illinois
$3.68K -$271 -2,479 -7%
PG
1568
Proffitt & Goodson
Tennessee
$3K +$3K +23 New
CIR
1569
Clear Investment Research
Georgia
$2K – – –
LWA
1570
Lowe Wealth Advisors
Maryland
$2K – – –
WWM
1571
Willingdon Wealth Management
North Carolina
$2K +$2K +17 New
BFG
1572
Beacon Financial Group
Texas
$1.64K – -3 -0%
CF
1573
Centaurus Financial
California
$1.15K +$1.15K +126 New
FPS
1574
Fieldpoint Private Securities
Connecticut
$1K – – –
Koshinski Asset Management
1575
Koshinski Asset Management
Illinois
$384 +$384 +3,513 New
61 62
63
64 65