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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 %
SCA
601
Stokes Capital Advisors
South Carolina
$2.17M +$50.6K +475 +2%
MA
602
Montag & Associates
Georgia
$2.16M +$1.5M +14,103 +227%
CI
603
Cigna Investments
Connecticut
$2.15M -$207K -2,014 -9%
BOS
604
Bank of Stockton
California
$2.14M +$37.8K +355 +2%
EHWM
605
Eads & Heald Wealth Management
Georgia
$2.14M -$29.1K -273 -1%
ODCM
606
Old Dominion Capital Management
Virginia
$2.12M +$984K +9,239 +86%
SF
607
Synovus Financial
Georgia
$2.11M +$297K +2,788 +16%
ACI
608
Alpha Cubed Investments
California
$2.09M +$383K +3,587 +22%
BAS
609
Brown Advisory Securities
Maryland
$2.08M +$7.24K +68 +0.3%
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$2.07M -$16K -150 -0.8%
BFO
611
Boston Family Office
Massachusetts
$2.06M -$14.4K -135 -0.7%
HAM
612
Highstreet Asset Management
Ontario, Canada
$2.06M -$1.71M -16,022 -45%
OPCM
613
Osborne Partners Capital Management
California
$2.05M +$43.1K +405 +2%
MSE
614
MUFG Securities EMEA
United Kingdom
$2.04M +$1.95M +18,341 +2,293%
HW
615
Hancock Whitney
Mississippi
$2.04M +$669K +6,280 +49%
ST
616
Smithfield Trust
Pennsylvania
$2.03M +$17.4K +163 +0.9%
LWS
617
Lucia Wealth Services
California
$2.02M -$160K -1,498 -7%
PH
618
Pinnacle Holdings
Oklahoma
$2.02M -$6.39K -60 -0.3%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$2.02M +$62.8K +590 +3%
AC
620
Arjuna Capital
North Carolina
$2.01M -$5.54K -52 -0.3%
CAN
621
Cetera Advisor Networks
California
$2.01M +$508K +4,797 +34%
RC
622
Roundview Capital
New Jersey
$2.01M +$54.8K +515 +3%
BA
623
Bennicas & Associates
California
$1.99M – – –
ACM
624
Azimuth Capital Management
Michigan
$1.97M +$10.6K +100 +0.5%
DMC
625
Drexel Morgan & Co
Pennsylvania
$1.97M +$16.1K +151 +0.8%
23 24
25
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