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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 %
NA
1626
Nottingham Advisors
New York
– – -2,200 Closed
PL
1627
Perpetual Ltd
Australia
– – -2,197 Closed
FEM
1628
Fulcrum Equity Management
Texas
– – -2,100 Closed
CFSG
1629
Community Financial Services Group
Vermont
– – -2,000 Closed
HCM
1630
HGI Capital Management
New York
– – -2,000 Closed
VCM
1631
Virtue Capital Management
Tennessee
– – -1,905 Closed
CA
1632
Calton & Associates
Florida
– – -1,846 Closed
FNC
1633
First National Corp
Massachusetts
– – -1,625 Closed
PI
1634
PineBridge Investments
New York
– – -1,524 Closed
PRC
1635
Pearl River Capital
Michigan
– – -1,470 Closed
OFW
1636
Omnia Family Wealth
Florida
– – -1,338 Closed
MSA
1637
Marino Stram & Associates
Massachusetts
– – -1,273 Closed
BMM
1638
Buffington Mohr McNeal
Idaho
– – -1,155 Closed
LFA
1639
Legacy Financial Advisors
Kentucky
– – -1,046 Closed
IDBONY
1640
Israel Discount Bank of New York
New York
– – -995 Closed
FC
1641
Ferris Capital
Massachusetts
– – -914 Closed
AIC
1642
Ameritas Investment Company
Nebraska
– – -888 Closed
NWA
1643
New World Advisors
Massachusetts
– – -800 Closed
LHC
1644
Little House Capital
Massachusetts
– – -796 Closed
HCA
1645
Horan Capital Advisors
Ohio
– – -610 Closed
VC
1646
Vestor Capital
Illinois
– – -599 Closed
BAM
1647
Bruderman Asset Management
New York
– – -564 Closed
AIA
1648
Alera Investment Advisors
Illinois
– – -525 Closed
PCM
1649
Prelude Capital Management
New York
– – -467 Closed
PWM
1650
PRW Wealth Management
Massachusetts
– – -444 Closed
63 64 65
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