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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 %
EHC
826
Everett Harris & Co
California
$925K +$57K +535 +7%
PC
827
Pecaut & Co
Iowa
$921K – – –
CB
828
Community Bank
New York
$918K -$10.7K -100 -1%
IHL
829
Investment House LLC
California
$918K – – –
BCM
830
BlueCrest Capital Management
Jersey
$915K -$1.24M -11,605 -57%
EFS
831
Essex Financial Services
Connecticut
$915K +$40K +376 +5%
IB
832
Intrust Bank
Kansas
$913K -$638 -6 -0.1%
BC
833
Burney Company
Virginia
$912K -$81K -760 -8%
PWP
834
Private Wealth Partners
California
$908K – – –
WIC
835
Whitegate Investment Counselors
New Hampshire
$903K -$5.32K -50 -0.6%
MIH
836
Meitav Investment House
Israel
$902K +$63.9K +592 +8%
PAM
837
Palisade Asset Management
Minnesota
$897K -$2.02K -19 -0.2%
KIA
838
Kopp Investment Advisors
Minnesota
$886K -$16K -150 -2%
ANB
839
Amarillo National Bank
Texas
$885K +$639K +6,000 +259%
UH
840
Unigestion Holding
Switzerland
$884K -$22.2M -208,821 -96%
NA
841
NewEdge Advisors
Louisiana
$883K +$29.8K +280 +3%
RA
842
RFG Advisory
Alabama
$879K +$879K +8,252 New
AFC
843
AFT Forsyth & Company
Florida
$878K – – –
MAA
844
Mraz Amerine & Associates
California
$877K – – –
ED
845
Exane Derivatives
France
$862K +$244K +2,295 +40%
CCP
846
Corient Capital Partners
California
$858K – – –
RWA
847
Ropes Wealth Advisors
Massachusetts
$856K – – –
AWA
848
Arete Wealth Advisors
Illinois
$852K +$106 +1 +0%
QIM
849
Quest Investment Management
Oregon
$851K +$29.1K +273 +4%
NB
850
NBT Bank
New York
$846K -$36.7K -345 -4%
32 33
34
35 36