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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 %
ECM
726
ETrade Capital Management
Virginia
$1.39M +$76.8K +721 +6%
VFA
727
Voya Financial Advisors
Connecticut
$1.39M -$45.6K -423 -3%
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$1.39M -$61K -573 -4%
HAI
729
Hennessy Advisors Inc
California
$1.38M -$426K -4,000 -24%
MWM
730
Modera Wealth Management
New Jersey
$1.38M +$10.7K +100 +0.8%
VAM
731
Verity Asset Management
North Carolina
$1.38M -$50.7K -476 -4%
HCM
732
Hodges Capital Management
Texas
$1.37M +$5.75K +54 +0.4%
PCG
733
Private Capital Group
Connecticut
$1.37M -$7.13K -67 -0.5%
CT
734
Coastline Trust
Rhode Island
$1.37M – – –
CIM
735
Cambria Investment Management
California
$1.36M +$19.4K +182 +1%
MIA
736
MainStreet Investment Advisors
Illinois
$1.35M -$59.5K -559 -4%
MCM
737
McMillion Capital Management
North Carolina
$1.33M -$1.28K -12 -0.1%
FIM
738
Fruth Investment Management
Texas
$1.32M -$31.9K -300 -2%
LBC
739
Lowe Brockenbrough & Co
Virginia
$1.31M -$32.8K -308 -2%
MC
740
Moors & Cabot
Massachusetts
$1.3M -$55K -517 -4%
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$1.3M -$1.08M -10,121 -45%
ACP
742
Aviance Capital Partners
Florida
$1.3M – – –
YWP
743
YorkBridge Wealth Partners
New York
$1.29M -$27.6K -256 -2%
PIM
744
Profit Investment Management
Maryland
$1.29M – – –
GC
745
Grimes & Company
Massachusetts
$1.28M – – –
BOH
746
Bank of Hawaii
Hawaii
$1.28M -$123K -1,152 -9%
TBNY
747
Trustco Bank (New York)
New York
$1.28M -$5.32K -50 -0.4%
LWCFA
748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M – – –
D.E. Shaw & Co
749
D.E. Shaw & Co
New York
$1.25M -$1.04M -9,785 -45%
HK
750
Horizon Kinetics
New York
$1.25M – – –
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