AXP icon

American Express
AXP

Overview Fund Activity

1,449 hedge funds and large institutions have $76.6B invested in American Express in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 435 increasing their positions, 585 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
+22
Holders Change %
+1.54%
% of All Funds
33.18%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
106
Increased
435
Reduced
585
Closed
74
Calls
$433M
Puts
$726M
Net Calls
-$294M
Net Calls Change
+$53.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B
2
TP
Third Point
New York
$532M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$513M
4
Morgan Stanley
Morgan Stanley
New York
$681M
5
BlackRock
BlackRock
New York
$4.81B

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$848M
2
VAM
Veritas Asset Management
United Kingdom
$698M
3
Millennium Management
Millennium Management
New York
$74.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
426
Meadow Creek Investment Management
Georgia
$5.24M -$2.96M -27,812 -36%
SIRP
427
Shelter Insurance Retirement Plan
Missouri
$5.23M – – –
DC
428
Davenport & Co
Virginia
$5.22M +$293K +2,747 +6%
SIM
429
Sentry Investment Management
Wisconsin
$5.15M – – –
Man Group
430
Man Group
United Kingdom
$5.13M -$119K -1,119 -2%
CA
431
Cornerstone Advisors
North Carolina
$5.11M – – –
CFA
432
Carroll Financial Associates
North Carolina
$5.03M – – –
PFP
433
Pinnacle Financial Partners
Tennessee
$5.03M +$66.9K +628 +1%
Mackenzie Financial
434
Mackenzie Financial
Ontario, Canada
$5.02M +$4.39M +41,196 +690%
OMC
435
Overbrook Management Corp
New York
$4.93M +$1.55M +14,535 +46%
SJL
436
Shayne & Jacobs LLC
Tennessee
$4.9M +$10.1K +95 +0.2%
GIM
437
Goelzer Investment Management
Indiana
$4.84M -$43.7K -410 -0.9%
HL
438
HeadInvest LLC
Maine
$4.83M -$12.2K -115 -0.3%
O
439
OppenheimerFunds
New York
$4.82M -$168K -1,573 -3%
CWM
440
Cornerstone Wealth Management
Missouri
$4.77M -$1.18M -108,079 -20%
CCP
441
Clifford Capital Partners
Utah
$4.74M +$63.4K +595 +1%
BNP Paribas Asset Management
442
BNP Paribas Asset Management
France
$4.73M +$254K +2,385 +6%
BAC
443
Boys Arnold & Co
North Carolina
$4.71M -$7.98K -74 -0.2%
TF
444
TIAA FSB
Florida
$4.7M +$397K +3,727 +9%
TRCT
445
Tower Research Capital (TRC)
New York
$4.68M +$2.32M +21,780 +98%
SSB
446
Sandy Spring Bank
Maryland
$4.66M +$244K +2,295 +6%
ECM
447
Elgethun Capital Management
South Dakota
$4.62M +$30.2K +279 +0.7%
JC
448
Jacobs & Co
California
$4.61M +$11.4K +107 +0.2%
SAM
449
Stansberry Asset Management
Texas
$4.58M +$4.58K +43 +0.1%
RB
450
Rodgers Brothers
Pennsylvania
$4.58M -$15.8K -148 -0.3%
16 17
18
19 20