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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 %
VAG
1626
VisionPoint Advisory Group
Texas
– -$299K -3,137 Closed
Arrowstreet Capital
1627
Arrowstreet Capital
Massachusetts
– -$286K -3,000 Closed
IWM
1628
IHT Wealth Management
Illinois
– -$261K -2,734 Closed
S
1629
Surevest
California
– -$254K -2,668 Closed
SIG
1630
Sargent Investment Group
Maryland
– -$240K -2,520 Closed
EGA
1631
E&G Advisors
Texas
– -$232K -2,436 Closed
NPA
1632
Nichols & Pratt Advisers
Massachusetts
– -$219K -2,300 Closed
QAM
1633
Questar Asset Management
Minnesota
– -$201K -2,107 Closed
LPWM
1634
Lake Point Wealth Management
Texas
– -$201K -2,104 Closed
FFW
1635
Fusion Family Wealth
New York
– -$145K -1,521 Closed
SGS
1636
Sterling Global Strategies
California
– -$124K -1,300 Closed
FLI
1637
Family Legacy Inc
South Carolina
– -$120K -1,258 Closed
EAM
1638
Exane Asset Management
France
– -$77.4K -812 Closed
WANY
1639
Wealthspire Advisors (New York)
New York
– -$75K -791 Closed
CA
1640
Claro Advisors
Massachusetts
– -$82K -767 Closed
Group One Trading
1641
Group One Trading
Illinois
– -$69K -724 Closed
FTI
1642
Fiduciary Trust International
Massachusetts
– -$51K -532 Closed
CPA
1643
Cowen Prime Advisors
New York
– -$38K -400 Closed
HI
1644
Human Investing
Oregon
– -$32K -339 Closed
WDL
1645
Well Done LLC
Michigan
– -$29K -309 Closed
CC
1646
Claybrook Capital
Massachusetts
– -$29K -309 Closed
ARMC
1647
American Research & Management Company
Massachusetts
– -$19K -200 Closed
BBA
1648
Braun-Bostich & Associates
Pennsylvania
– -$11K -119 Closed
TWMP
1649
Taylor Wealth Management Partners
Massachusetts
– -$10K -100 Closed
W
1650
WealthOne
New York
– -$9K -94 Closed
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