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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
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 %
BTS
201
BB&T Securities
Virginia
$29M -$1.46M -12,328 -5%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$28.4M +$2.82M +23,883 +11%
ADEF
203
Adams Diversified Equity Fund
Maryland
$28.2M +$4.78M +40,400 +20%
RG
204
Renaissance Group
Kentucky
$28M -$1.88M -15,909 -6%
DWA
205
Douglass Winthrop Advisors
New York
$27.8M +$142K +1,199 +0.5%
CK
206
Cohen Klingenstein
New York
$27.1M +$1.95M +16,500 +8%
FIM
207
Foresters Investment Management
New York
$27M -$6.01M -50,850 -18%
AIM
208
Alphinity Investment Management
Australia
$26.6M +$26.6M +225,027 New
HIMC
209
Heritage Investors Management Corp
Maryland
$26.6M -$438K -3,706 -2%
FAF
210
Fjarde Ap-fonden
Sweden
$26.6M -$1.9M -16,100 -7%
ACM
211
Aquamarine Capital Management
New York
$26.3M – – –
Baillie Gifford & Co
212
Baillie Gifford & Co
United Kingdom
$26.1M +$625K +5,282 +2%
CBUSF
213
Construction & Building Unions Superannuation Fund
Australia
$25.6M – – –
CWM
214
CIBC World Markets
New York
$25M -$3.59M -30,389 -13%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$24.9M -$5.91M -49,428 -19%
ZIM
216
Zacks Investment Management
Illinois
$24.6M +$29.6K +250 +0.1%
CIM
217
Confluence Investment Management
Missouri
$24.4M +$763K +6,447 +3%
ESBC
218
E.S. Barr & Co
Kentucky
$24.4M -$262K -2,212 -1%
M&T Bank
219
M&T Bank
New York
$24.4M +$216K +1,830 +0.9%
TIP
220
Torray Investment Partners
Maryland
$24.3M -$122K -1,035 -0.5%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$24.2M +$3.07M +25,937 +15%
AAM
222
Advisors Asset Management
Colorado
$24M +$283K +2,394 +1%
ZIC
223
ZWJ Investment Counsel
Georgia
$23.8M +$999K +8,442 +4%
DZ Bank
224
DZ Bank
Germany
$23.8M +$543K +4,588 +2%
Jennison Associates
225
Jennison Associates
New York
$23.5M -$463K -3,917 -2%
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