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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 %
SFG
651
Sather Financial Group
Texas
$1.81M -$2.88M -27,044 -61%
JCM
652
Jag Capital Management
Missouri
$1.81M +$2.66K +25 +0.1%
PTC
653
Philadelphia Trust Company
Pennsylvania
$1.79M +$532 +5 +0%
WA
654
Waverly Advisors
Alabama
$1.78M +$26K +244 +1%
KIA
655
KCM Investment Advisors
California
$1.76M +$8.63K +81 +0.5%
BBWA
656
Bell & Brown Wealth Advisors
California
$1.76M -$1.64K -16 -0.1%
Lido Advisors
657
Lido Advisors
California
$1.75M +$640K +6,010 +58%
CA
658
Callahan Advisors
Texas
$1.74M – – –
FHB
659
First Hawaiian Bank
Hawaii
$1.74M +$1.51M +14,202 +668%
FWCM
660
Ferguson Wellman Capital Management
Oregon
$1.72M -$31.9K -300 -2%
FCMT
661
Founders Capital Management (Texas)
Texas
$1.68M +$9.59K +90 +0.6%
UA
662
Unison Advisors
District of Columbia
$1.68M +$5.65K +53 +0.3%
SGA
663
Strategic Global Advisors
California
$1.67M -$7.46K -70 -0.4%
NFG
664
Next Financial Group
Texas
$1.67M +$13.2K +124 +0.8%
ADL
665
Asset Dedication LLC
California
$1.66M -$43.2K -406 -3%
III
666
Independent Investors Inc
New York
$1.65M – – –
PAM
667
Private Asset Management
California
$1.64M – – –
AIM
668
Assured Investment Management
New York
$1.64M +$358K +3,363 +28%
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$1.64M +$17.3K +162 +1%
IA
670
Icon Advisers
Colorado
$1.64M – – –
FAAS
671
First Allied Advisory Services
California
$1.64M +$53.3K +501 +3%
BFG
672
Beacon Financial Group
Texas
$1.64M -$45.6K -428 -3%
SCM
673
SOL Capital Management
Maryland
$1.64M – – –
CNBT
674
Canandaigua National Bank & Trust
New York
$1.63M -$73.7K -692 -4%
KS
675
Karpas Strategies
Connecticut
$1.62M – – –
25 26
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