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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 %
PGIM
526
Pacific Global Investment Management
California
$3.17M -$3.62K -34 -0.1%
RW
527
Rand Wealth
Maryland
$3.1M -$14.4K -135 -0.5%
HFS
528
HL Financial Services
Kentucky
$3.06M +$887K +8,331 +41%
OCM
529
One Capital Management
California
$3.06M +$44.1K +414 +1%
FCH
530
Freestone Capital Holdings
Washington
$3.05M +$255K +2,390 +9%
GIA
531
GHP Investment Advisors
Colorado
$3.05M +$41.2K +387 +1%
LMGAM
532
Liberty Mutual Group Asset Management
Massachusetts
$3.04M – – –
FA
533
FDx Advisors
Illinois
$3.03M +$210K +1,971 +7%
BWM
534
Buckley Wealth Management
Nevada
$3.01M +$15.8K +148 +0.5%
CAPTRUST Financial Advisors
535
CAPTRUST Financial Advisors
North Carolina
$3M +$2.02K +19 +0.1%
TW
536
Transform Wealth
Colorado
$2.99M -$10.6K -100 -0.4%
CC
537
Cipher Capital
New York
$2.98M -$2.4M -22,560 -45%
FG
538
Fiduciary Group
Georgia
$2.96M -$71.5K -671 -2%
CWP
539
Capital Wealth Planning
Florida
$2.96M +$2.96M +27,735 New
ACC
540
Accident Compensation Corp
New Zealand
$2.95M – – –
PSUF
541
People's United Financial
Connecticut
$2.94M -$191K -1,794 -6%
RWM
542
Rench Wealth Management
Texas
$2.88M +$17.2K +162 +0.6%
CT
543
Cambridge Trust
Massachusetts
$2.88M +$124K +1,169 +5%
SFA
544
Sequoia Financial Advisors
Ohio
$2.85M +$35.5K +333 +1%
FMWA
545
Forvis Mazars Wealth Advisors
Missouri
$2.83M +$48.7K +457 +2%
Envestnet Asset Management
546
Envestnet Asset Management
Illinois
$2.83M -$5.4M -50,727 -66%
BWAM
547
Boyd Watterson Asset Management
Ohio
$2.79M +$5.11K +48 +0.2%
BFM
548
Boston Financial Management
Massachusetts
$2.78M -$84.1K -790 -3%
PFSC
549
Peoples Financial Services Corp
Pennsylvania
$2.78M -$42.6K -400 -2%
HSA
550
Hussman Strategic Advisors
Maryland
$2.77M -$1.07M -10,000 -28%
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