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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
201
Employees Retirement System of Texas
Texas
$29M -$1.74M -14,068 -6%
HPC
202
HM Payson & Co
Maine
$29M +$1.17M +9,482 +4%
DWA
203
Douglass Winthrop Advisors
New York
$28.8M -$555K -4,496 -2%
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$28.7M +$27.3M +220,833 +1,837%
HIMC
205
Heritage Investors Management Corp
Maryland
$28.2M -$1.5M -12,133 -5%
BCIM
206
British Columbia Investment Management
British Columbia, Canada
$27.6M -$1.42M -11,492 -5%
ACM
207
Aquamarine Capital Management
New York
$27.5M – – –
CBUSF
208
Construction & Building Unions Superannuation Fund
Australia
$26.7M -$3.26M -26,414 -11%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$26.7M +$1.21M +9,819 +5%
Baillie Gifford & Co
210
Baillie Gifford & Co
United Kingdom
$26.6M -$2.64M -21,399 -9%
BNP Paribas Asset Management
211
BNP Paribas Asset Management
France
$26.6M +$7.18M +58,203 +37%
CK
212
Cohen Klingenstein
New York
$26.3M -$2.04M -16,500 -7%
First Trust Advisors
213
First Trust Advisors
Illinois
$26M +$16.3M +132,410 +169%
ESBC
214
E.S. Barr & Co
Kentucky
$25.8M -$630K -5,105 -2%
ZIM
215
Zacks Investment Management
Illinois
$25.7M +$157K +1,271 +0.6%
TIP
216
Torray Investment Partners
Maryland
$25.5M -$18.3K -148 -0.1%
M&T Bank
217
M&T Bank
New York
$25.2M -$86.4K -700 -0.3%
Jennison Associates
218
Jennison Associates
New York
$25M +$5.74M +46,480 +30%
RMA
219
Roffman Miller Associates
Pennsylvania
$24.7M +$147K +1,187 +0.6%
AAM
220
Advisors Asset Management
Colorado
$24.7M -$328K -2,654 -1%
CIM
221
Confluence Investment Management
Missouri
$24.7M +$362K +2,930 +1%
ZIG
222
Zurich Insurance Group
Switzerland
$24.6M +$9.33M +75,591 +61%
ADEF
223
Adams Diversified Equity Fund
Maryland
$24.5M +$5.62M +45,500 +30%
UCFA
224
United Capital Financial Advisors
Texas
$24.4M -$89.9K -728 -0.4%
DZ Bank
225
DZ Bank
Germany
$24.2M +$29.6K +240 +0.1%
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