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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 %
MCP
676
Martin Capital Partners
Oregon
$1.62M +$42.3K +397 +3%
ISL
677
Ingalls & Snyder LLC
New York
$1.61M -$639 -6 -0%
ECM
678
Everence Capital Management
Indiana
$1.6M – – –
PI
679
Pettee Investors
Connecticut
$1.6M – – –
RC
680
RBF Capital
California
$1.6M – – –
NG
681
Northstar Group
New York
$1.59M +$12.1K +114 +0.8%
Federated Hermes
682
Federated Hermes
Pennsylvania
$1.59M +$489K +4,595 +45%
BB
683
Busey Bank
Illinois
$1.58M -$291K -2,730 -16%
NIT
684
NumerixS Investment Technologies
British Columbia, Canada
$1.58M +$822K +7,622 +109%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$1.57M -$105K -989 -6%
AI
686
Atria Investments
North Carolina
$1.56M +$32.4K +304 +2%
BEAM
687
Baker Ellis Asset Management
Washington
$1.56M – – –
QSS
688
Quantitative Systematic Strategies
Florida
$1.54M +$598K +5,612 +63%
MME
689
Meag Munich Ergo
Germany
$1.54M -$3.48M -32,489 -69%
CCG
690
Ceeto Capital Group
Florida
$1.53M – – –
PWMAG
691
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M -$16K -150 -1%
AW
692
ACG Wealth
Georgia
$1.53M -$132K -1,244 -8%
MA
693
Marshwinds Advisory
Georgia
$1.53M -$10.6K -100 -0.7%
TA
694
Tiedemann Advisors
New York
$1.52M -$470K -4,422 -24%
SAM
695
Selway Asset Management
$1.52M -$5.33K -50 -0.3%
SAM
696
Seelaus Asset Management
New Jersey
$1.52M – – –
HCM
697
Hilton Capital Management
New York
$1.51M – – –
IA
698
IFG Advisory
Georgia
$1.5M +$66K +620 +5%
SCA
699
Snowden Capital Advisors
New York
$1.5M +$260K +2,440 +21%
Aristotle Capital Management
700
Aristotle Capital Management
California
$1.49M -$432K -4,055 -22%
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