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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.

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
1
Magellan Asset Management
Australia
$1.18B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$859M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.67B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.53B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$938M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.37B
2
VAM
2
Veritas Asset Management
United Kingdom
$558M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$548M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.19B
5
TP
5
Third Point
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
1551
QCI Asset Management
New York
$8K 61 – –
TNBTD
1552
Trustmark National Bank Trust Department
Mississippi
$8K 69 – –
CFA
1553
Camarda Financial Advisors
Florida
$6K 49 -192 -80%
ONST
1554
Old North State Trust
North Carolina
$6K 45 – –
CCM
1555
Cribstone Capital Management
Maine
$6K 50 – –
FCH
1556
Freestone Capital Holdings
Washington
$5.13K 41,538 +1,988 +5%
Capstone Investment Advisors
1557
Capstone Investment Advisors
New York
$5K 37 -330 -90%
HCM
1558
Horrell Capital Management
Arkansas
$5K 44 – –
AIS
1559
Accurate Investment Solutions
Pennsylvania
$5K 40 – –
BAMG
1560
Brand Asset Management Group
Missouri
$5K 43 – –
GTAM
1561
Global Trust Asset Management
Florida
$5K 37 – –
TFA
1562
Transamerica Financial Advisors
Florida
$5K 35 +35 New
CT
1563
Chicago Trust
Illinois
$4.08K 33,041 -597 -2%
SFPIA
1564
Stevens First Principles Investment Advisors
California
$4K 36 +36 New
MWM
1565
Meridian Wealth Management
Kentucky
$3.58K 2,898 +40 +1%
MUAMU
1566
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.46K 28,000 +28,000 New
PG
1567
Proffitt & Goodson
Tennessee
$3K 23 – –
WAS
1568
Winch Advisory Services
Wisconsin
$3K 23 +23 New
UB
1569
UMB Bank
Missouri
$2.39K 19,373 -39 -0.2%
LWA
1570
Lowe Wealth Advisors
Maryland
$2K 20 – –
CIR
1571
Clear Investment Research
Georgia
$2K 20 – –
FPS
1572
Fieldpoint Private Securities
Connecticut
$1K 12 – –
FBT
1573
First Bank & Trust
South Dakota
$1K 8 +8 New
CPIA
1574
Cornell Pochily Investment Advisors
New York
$266 2,157 +143 +7%
WIM
1575
Westside Investment Management
California
$60 493 +493 New
61 62
63
64 65