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

Top Sellers

1
MAM
Magellan Asset Management
Australia
$43.8M
2
VAM
Veritas Asset Management
United Kingdom
$0
3
Dodge & Cox
Dodge & Cox
California
$1.72B
4
ECU
Egerton Capital (UK)
United Kingdom
$418M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$881M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1626
Price Capital Management
Louisiana
– -$262K -2,100 Closed
WPW
1627
Waldron Private Wealth
Pennsylvania
– -$255K -2,070 Closed
NP
1628
NS Partners
United Kingdom
– -$235K -1,900 Closed
VCM
1629
Vivaldi Capital Management
Illinois
– -$233K -1,891 Closed
IOOF
1630
Independent Order of Foresters
Ontario, Canada
– -$224K -1,813 Closed
CAW
1631
Cornerstone Advisors (Washington)
Washington
– -$220K -1,781 Closed
NFG
1632
Nadler Financial Group
Illinois
– -$218K -1,763 Closed
FIA
1633
Foundations Investment Advisors
Arizona
– -$219K -1,737 Closed
CIC
1634
Cornercap Investment Counsel
Georgia
– -$207K -1,679 Closed
DI
1635
DFPG Investments
Utah
– -$210K -1,667 Closed
ICP
1636
Ironvine Capital Partners
Nebraska
– -$213K -1,664 Closed
FA
1637
Fagan Associates
New York
– -$205K -1,660 Closed
KFS
1638
Kurt F. Somerville
– -$204K -1,650 Closed
FMW
1639
Farr Miller & Washington
District of Columbia
– -$204K -1,650 Closed
VC
1640
Vicus Capital
Pennsylvania
– -$203K -1,644 Closed
TIA
1641
Traphagen Investment Advisors
New Jersey
– -$203K -1,641 Closed
MBTD
1642
Mechanics Bank - Trust Department
California
– -$203K -1,641 Closed
CF
1643
Centaurus Financial
California
– -$188K -1,523 Closed
SFG
1644
SevenBridge Financial Group
Pennsylvania
– -$159K -1,286 Closed
AC
1645
Avestar Capital
New York
– -$103K -979 Closed
PCP
1646
Proficio Capital Partners
Massachusetts
– -$103K -837 Closed
MUS
1647
Mitsubishi UFJ Securities
Japan
– -$93K -750 Closed
MWM
1648
Mascoma Wealth Management
New Hampshire
– -$92K -745 Closed
RWA
1649
Redhawk Wealth Advisors
Minnesota
– -$74K -600 Closed
AWM
1650
Apollon Wealth Management
South Carolina
– -$69K -558 Closed
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