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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 %
HA
1601
H2O AM
United Kingdom
– -$1.78M -18,854 Closed
CG
1602
Cutler Group
California
– -$1.69M -17,700 Closed
HP
1603
Hikari Power
Japan
– -$1.68M -17,600 Closed
GAMA
1604
Graticule Asia Macro Advisors
New York
– -$1.54M -16,100 Closed
AWM
1605
Alterna Wealth Management
Texas
– -$924K -10,967 Closed
AF
1606
Ally Financial
Michigan
– -$953K -10,000 Closed
OAMU
1607
Ostrum Asset Management US
New York
– -$919K -9,643 Closed
BAM
1608
Blueshift Asset Management
New Jersey
– -$808K -8,475 Closed
STA
1609
Summit Trail Advisors
New York
– -$722K -7,574 Closed
QIM
1610
Quest Investment Management
Oregon
– -$709K -7,433 Closed
BWM
1611
Biltmore Wealth Management
Arizona
– -$707K -7,422 Closed
HR
1612
Hayden Royal
North Carolina
– -$672K -7,048 Closed
ED
1613
Exane Derivatives
France
– -$670K -7,027 Closed
BCM
1614
Brasada Capital Management
Texas
– -$667K -7,000 Closed
LCM
1615
Laurion Capital Management
New York
– -$646K -6,771 Closed
BIAS
1616
Beacon Investment Advisory Services
New Jersey
– -$610K -6,400 Closed
HCC
1617
Hirtle Callaghan & Co
Pennsylvania
– -$581K -6,100 Closed
QCM
1618
Quantinno Capital Management
New York
– -$529K -5,547 Closed
XS
1619
XR Securities
Illinois
– -$454K -4,759 Closed
KHLMTHM
1620
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$421K -4,418 Closed
ZCM
1621
Zebra Capital Management
Connecticut
– -$419K -4,399 Closed
BFM
1622
Boothbay Fund Management
New York
– -$367K -3,854 Closed
BRWM
1623
B. Riley Wealth Management
Tennessee
– -$345K -3,615 Closed
CA
1624
Continuum Advisory
Idaho
– -$337K -3,536 Closed
FAIM
1625
Financial Advocates Investment Management
Washington
– -$336K -3,529 Closed
63 64
65
66 67