AXP icon

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 %
HighTower Advisors
151
HighTower Advisors
Illinois
$50M +$4.28M +36,125 +9%
CI
152
Cambiar Investors
Colorado
$49.8M -$1.38M -11,699 -3%
RCAMU
153
Rothschild & Co Asset Management US
Connecticut
$48.5M +$2.87M +24,280 +6%
ET
154
Equitable Trust
Tennessee
$48.4M -$5.33M -45,064 -10%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$47.5M -$348K -2,941 -0.7%
TD Asset Management
156
TD Asset Management
Ontario, Canada
$47.5M -$7.1M -60,022 -13%
GG
157
Gofen & Glossberg
Illinois
$46.7M -$667K -5,640 -1%
CTB
158
Country Trust Bank
Illinois
$46.3M -$8.28K -70 -0%
EMG
159
ETF Managers Group
New Jersey
$45.3M +$4.38M +36,925 +11%
William Blair & Company
160
William Blair & Company
Illinois
$45M +$77.6K +656 +0.2%
BHC
161
Bowen Hanes & Co
Florida
$44.3M -$128K -1,085 -0.3%
ACI
162
AMP Capital Investors
Australia
$44.2M -$14.6M -123,003 -25%
CWP
163
Capital Wealth Planning
Florida
$43.8M -$13.7M -117,909 -24%
MAM
164
Magellan Asset Management
Australia
$43.8M -$1.09B -9,210,143 -96%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$43M +$1.59M +13,441 +4%
WFMPM
166
Woodley Farra Manion Portfolio Management
Indiana
$42.3M -$400K -3,380 -0.9%
MSE
167
MUFG Securities EMEA
United Kingdom
$41.4M +$18.8M +158,700 +83%
CCM
168
Check Capital Management
California
$41.3M -$20.3M -171,522 -33%
BMO
169
Beck Mack & Oliver
New York
$40.3M -$627K -5,305 -2%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$40.3M +$974K +8,235 +2%
BCM
171
Bridgeway Capital Management
Texas
$40.2M -$7.35M -62,100 -15%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$40.1M -$4.88M -41,232 -11%
PI
173
PGGM Investments
Netherlands
$40.1M – – –
VOYA Investment Management
174
VOYA Investment Management
Georgia
$39.4M +$137K +1,157 +0.3%
HNB
175
Huntington National Bank
Ohio
$39.3M +$787K +6,653 +2%
5 6
7
8 9