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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
1
Wellington Management Group
Massachusetts
$2.97B
2
BlackRock
2
BlackRock
New York
$5.39B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.61B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$232M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$192M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$43.8M
2
VAM
2
Veritas Asset Management
United Kingdom
$0
3
Dodge & Cox
3
Dodge & Cox
California
$1.72B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$418M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$881M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1551
Pin Oak Investment Advisors
Texas
$10K – – –
OSNBOA
1552
Old Second National Bank of Aurora
Illinois
$10K +$1.79K +15 +22%
SL
1553
Salomon & Ludwin
Virginia
$9K – – –
SWM
1554
Selective Wealth Management
Virginia
$8K +$8K +71 New
QAM
1555
QCI Asset Management
New York
$7K – – –
PCA
1556
Providence Capital Advisors
North Carolina
$7K – – –
CCM
1557
Cribstone Capital Management
Maine
$6K – – –
HCM
1558
Horrell Capital Management
Arkansas
$5K – – –
AIS
1559
Accurate Investment Solutions
Pennsylvania
$5K – – –
BAMG
1560
Brand Asset Management Group
Missouri
$5K – – –
ONST
1561
Old North State Trust
North Carolina
$5K – – –
CWM
1562
Cranbrook Wealth Management
Michigan
$5K +$5K +40 New
FCH
1563
Freestone Capital Holdings
Washington
$4.76K -$158 -1,334 -3%
GTAM
1564
Global Trust Asset Management
Florida
$4K – – –
WWM
1565
Willingdon Wealth Management
North Carolina
$4K +$4K +35 New
PG
1566
Proffitt & Goodson
Tennessee
$3K – – –
UB
1567
UMB Bank
Missouri
$2.28K -$10 -88 -0.5%
CIR
1568
Clear Investment Research
Georgia
$2K – – –
LWA
1569
Lowe Wealth Advisors
Maryland
$2K – – –
EI
1570
Ellevest Inc
New York
$2K +$2K +15 New
KHLMVGHM
1571
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.32K – – –
FPS
1572
Fieldpoint Private Securities
Connecticut
$1K – – –
PWP
1573
Personal Wealth Partners
Minnesota
$1K +$1K +10 New
KHLMTHM
1574
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$545 – – –
VAM
1575
Veritas Asset Management
United Kingdom
– -$558M -4,523,484 Closed
61 62
63
64 65