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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 %
OFS
776
Orrstown Financial Services
Pennsylvania
$1.14M -$36.4K -342 -3%
SSA
777
Schonfeld Strategic Advisors
New York
$1.14M -$11M -103,343 -91%
EWM
778
Evercore Wealth Management
New York
$1.13M -$22.5K -211 -2%
CWM
779
Concentric Wealth Management
California
$1.12M -$9.59K -90 -0.9%
Victory Capital Management
780
Victory Capital Management
Texas
$1.12M -$44.2K -415 -4%
MSAM
781
Moloney Securities Asset Management
Missouri
$1.12M -$118K -1,110 -10%
HSA
782
HBK Sorce Advisory
Pennsylvania
$1.11M -$3.41K -32 -0.3%
BAM
783
Berkshire Asset Management
Pennsylvania
$1.11M +$4.79K +45 +0.4%
CRC
784
Curi RMB Capital
Illinois
$1.11M +$42.6K +400 +4%
CA
785
Cetera Advisors
Colorado
$1.11M +$50K +470 +5%
AWM
786
AE Wealth Management
Kansas
$1.11M +$131K +1,229 +13%
PC
787
Port Capital
Illinois
$1.11M +$2.02K +19 +0.2%
BFA
788
Benedict Financial Advisors
Georgia
$1.11M -$2.88K -27 -0.3%
ANRIA
789
American National Registered Investment Advisor
Texas
$1.11M – – –
MMPW
790
Mitchell McLeod Pugh & Williams
Alabama
$1.1M – – –
SJIM
791
St. Johns Investment Management
Florida
$1.07M -$121K -1,133 -10%
LCM
792
Leisure Capital Management
California
$1.07M -$28.7K -269 -3%
ECM
793
Evergreen Capital Management
Washington
$1.07M +$1.17K +11 +0.1%
SB
794
Simmons Bank
Arkansas
$1.07M -$118K -1,104 -10%
WC
795
Woodstock Corp
Massachusetts
$1.07M -$99.5K -935 -9%
SOAMC
796
Spirit of America Management Corp
New York
$1.07M – – –
PCM
797
Penserra Capital Management
California
$1.05M +$857K +8,059 +450%
FDCC
798
Foster Dykema Cabot & Co
Massachusetts
$1.05M -$4.9K -46 -0.5%
TH
799
TCTC Holdings
Texas
$1.04M – – –
MIM
800
Manitou Investment Management
Ontario, Canada
$1.04M +$26.6K +250 +3%
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