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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 %
MBA
576
McQueen Ball & Associates
Pennsylvania
$2.42M -$26.1K -245 -1%
BCM
577
BlueMar Capital Management
Florida
$2.4M +$2.4M +22,500 New
BCM
578
Boltwood Capital Management
California
$2.39M -$21.8K -205 -0.9%
BF
579
BOK Financial
Oklahoma
$2.36M +$338K +3,176 +17%
MCM
580
Murphy Capital Management
New Jersey
$2.35M +$45.2K +425 +2%
WSCM
581
Wellington Shields Capital Management
New York
$2.34M – – –
KCMRT
582
Kemper Corp Master Retirement Trust
Illinois
$2.34M -$320K -3,000 -12%
OWD
583
Osborn Williams & Donohoe
Ohio
$2.32M – – –
SAIG
584
Semper Augustus Investments Group
Colorado
$2.32M -$2.13K -20 -0.1%
AR
585
Advisory Research
Illinois
$2.3M -$56.7K -532 -2%
CC
586
Courier Capital
New York
$2.3M -$32.6K -306 -1%
BW
587
Bison Wealth
Georgia
$2.3M +$68.1K +639 +3%
BA
588
Boston Advisors
Massachusetts
$2.3M +$383K +3,600 +20%
AP
589
Advisor Partners
California
$2.29M +$141K +1,323 +7%
RG
590
Rathbones Group
United Kingdom
$2.27M +$1.63M +15,303 +255%
RVM
591
Robinson Value Management
Texas
$2.27M -$112K -1,056 -5%
IEFM
592
IQ EQ Fund Management
Ireland
$2.27M +$60.3K +546 +3%
PT
593
Plimoth Trust
Massachusetts
$2.25M -$40.5K -380 -2%
AT
594
Arden Trust
Delaware
$2.24M -$107K -1,009 -5%
AWM
595
Avior Wealth Management
Nebraska
$2.24M +$12.8K +122 +0.6%
LIA
596
LS Investment Advisors
Michigan
$2.22M -$68.2K -641 -3%
TCM
597
Tradition Capital Management
New Jersey
$2.21M -$64.4K -605 -3%
QIM
598
Quantitative Investment Management
Virginia
$2.19M +$2.19M +20,600 New
UB
599
UMB Bank
Missouri
$2.19M -$183K -1,716 -8%
SKK
600
Shepherd Kaplan Krochuk
Massachusetts
$2.18M – – –
22 23
24
25 26