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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
+$731M
2
TP
Third Point
New York
+$532M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
4
Morgan Stanley
Morgan Stanley
New York
+$117M
5
BlackRock
BlackRock
New York
+$111M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$451M
2
VAM
Veritas Asset Management
United Kingdom
-$417M
3
Millennium Management
Millennium Management
New York
-$174M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$130M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
476
Zeke Capital Advisors
Pennsylvania
$4.07M +$93.1K +874 +2%
MMA
477
Miracle Mile Advisors
California
$4.05M – – –
Pacer Advisors
478
Pacer Advisors
Pennsylvania
$4.04M +$489K +4,590 +14%
LC
479
Lourd Capital
California
$4.03M +$2.13K +20 +0.1%
DADC
480
D.A. Davidson & Co
Montana
$4M +$320K +3,006 +9%
BBHC
481
Brown Brothers Harriman & Co
New York
$4M +$55.8K +524 +1%
V
482
ValueWorks
New York
$3.96M -$359K -3,373 -8%
PAG
483
Private Advisor Group
New Jersey
$3.94M -$1.31M -12,284 -25%
VIA
484
Vident Investment Advisory
Georgia
$3.91M +$3.4M +31,911 +663%
CT
485
Chicago Trust
Illinois
$3.89M +$36.4K +342 +0.9%
BAM
486
Barrett Asset Management
New York
$3.85M +$7.45K +70 +0.2%
SAM
487
SP Asset Management
California
$3.82M +$10.5K +99 +0.3%
PA
488
Perennial Advisors
New York
$3.81M -$37.1K -348 -1%
ACM
489
Adalta Capital Management
New York
$3.76M – – –
SC
490
Scotia Capital
Ontario, Canada
$3.73M +$139K +1,307 +4%
W
491
Wealthfront
California
$3.72M +$637K +5,983 +21%
BCM
492
Birmingham Capital Management
Alabama
$3.7M -$21.3K -200 -0.6%
MHC
493
Meyer Handelman Company
New York
$3.68M -$272K -2,550 -7%
OAM
494
Oppenheimer Asset Management
New York
$3.64M -$123K -1,157 -3%
SLI
495
Sumitomo Life Insurance
Japan
$3.62M -$549K -5,155 -13%
WF
496
WoodTrust Financial
Wisconsin
$3.61M +$1.34M +12,539 +59%
TAM
497
Taurus Asset Management
New York
$3.61M -$110K -1,030 -3%
MYLI
498
Meiji Yasuda Life Insurance
Japan
$3.61M +$3.2K +30 +0.1%
SC
499
Searle & Co
Connecticut
$3.6M – – –
VCA
500
Verdence Capital Advisors
Maryland
$3.6M +$406K +3,812 +13%
18 19
20
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