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
+$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 %
Public Sector Pension Investment Board (PSP Investments)
501
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.53M -$4.8M -45,100 -58%
MML Investors Services
502
MML Investors Services
Massachusetts
$3.53M +$1.24M +11,631 +54%
BFO
503
Biltmore Family Office
North Carolina
$3.51M – – –
PPSG
504
Princeton Portfolio Strategies Group
New Jersey
$3.51M -$61.8K -580 -2%
MCA
505
Mercer Capital Advisers
New Jersey
$3.51M -$20.7K -194 -0.6%
SFM
506
Systematic Financial Management
New Jersey
$3.5M +$543K +5,096 +18%
Cambridge Investment Research Advisors
507
Cambridge Investment Research Advisors
Iowa
$3.44M +$160K +1,500 +5%
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$3.43M +$66.5K +625 +2%
RJT
509
Raymond James Trust
Florida
$3.42M +$249K +2,343 +8%
NCM
510
Narwhal Capital Management
Georgia
$3.4M +$117K +1,096 +4%
MAM
511
Morse Asset Management
Connecticut
$3.39M +$1.69M +15,870 +99%
GHCM
512
Glen Harbor Capital Management
California
$3.39M -$1.92M -17,996 -36%
CAM
513
Columbia Asset Management
Michigan
$3.38M +$106 +1 +0%
CCM
514
Coldstream Capital Management
Washington
$3.37M +$197K +1,848 +6%
GAM
515
Gotham Asset Management
New York
$3.36M +$1.17M +10,984 +53%
CSS
516
Cubist Systematic Strategies
Connecticut
$3.36M +$45.2K +424 +1%
LTI
517
Laffer Tengler Investments
Tennessee
$3.34M – – –
WIA
518
Wealthstreet Investment Advisors
Texas
$3.34M -$54.3K -510 -2%
HCM
519
Hutner Capital Management
Vermont
$3.33M -$5.33K -50 -0.2%
JG
520
Jefferies Group
New York
$3.31M -$317K -2,981 -9%
QT
521
Quantbot Technologies
New York
$3.3M +$64.7K +608 +2%
SW
522
SVB Wealth
Massachusetts
$3.28M +$130K +1,218 +4%
Fiera Capital (Canada)
523
Fiera Capital (Canada)
Quebec, Canada
$3.23M -$218K -2,047 -6%
KRS
524
Kentucky Retirement Systems
Kentucky
$3.2M -$26.7K -251 -0.8%
CI
525
Conning Inc
Connecticut
$3.19M -$176K -1,650 -5%
19 20
21
22 23