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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 %
Bessemer Group
801
Bessemer Group
New Jersey
$1.04M -$293K -2,750 -22%
AIM
802
Acropolis Investment Management
Missouri
$1.03M +$16.5K +155 +2%
SSP
803
Sapphire Star Partners
Washington
$1.03M -$104K -973 -9%
FB
804
Fulton Bank
Pennsylvania
$1.03M +$119K +1,114 +13%
PA
805
Parallel Advisors
California
$1.02M +$9.48K +89 +0.9%
CIA
806
CSat Investment Advisory
Michigan
$1.01M -$85.5K -803 -8%
STA
807
Summit Trail Advisors
New York
$1.01M +$1.01M +9,440 New
KOCAA
808
Knights of Columbus Asset Advisors
Connecticut
$1M +$1M +9,408 New
WAM
809
Wealthspire Advisors (Maryland)
Maryland
$990K +$38.4K +361 +4%
GT
810
Greenleaf Trust
Michigan
$981K +$104K +978 +12%
WP
811
WMS Partners
Maryland
$979K – – –
AAM
812
Auxier Asset Management
Oregon
$974K -$26.6K -250 -3%
BCM
813
Becker Capital Management
Oregon
$972K -$92.2K -866 -9%
CCA
814
Checchi Capital Advisers
California
$966K +$23.1K +217 +2%
SBL
815
Sargent Bickham Lagudis
Colorado
$961K – – –
GCP
816
GSA Capital Partners
United Kingdom
$961K +$602K +5,654 +168%
FIG
817
FundX Investment Group
California
$958K – – –
TCOT
818
Trust Company of Toledo
Ohio
$955K -$7.03K -66 -0.7%
MGI
819
MayTech Global Investments
New York
$952K -$1.52M -14,254 -61%
IIM
820
Ipswich Investment Management
Massachusetts
$945K +$945K +8,876 New
YIA
821
YHB Investment Advisors
Connecticut
$936K -$258K -2,425 -22%
TWI
822
Thomas White International
Illinois
$934K -$26.6K -250 -3%
PIM
823
Penobscot Investment Management
Massachusetts
$933K -$3.73K -35 -0.4%
RWP
824
RWA Wealth Partners
Massachusetts
$929K +$4.26K +40 +0.5%
NAM
825
NTV Asset Management
West Virginia
$926K -$10.6K -100 -1%
31 32
33
34 35