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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 %
PP
851
Patten & Patten
Tennessee
$846K -$5K -47 -0.6%
SC
852
Savant Capital
Illinois
$845K – – –
IAMOG
853
Investors Asset Management of Georgia
Georgia
$839K – – –
BSW
854
Buckingham Strategic Wealth
Missouri
$832K +$62.7K +589 +8%
LOAMS
855
Lombard Odier Asset Management (Switzerland)
Switzerland
$830K +$562K +5,272 +209%
NSIM
856
North Star Investment Management
Illinois
$829K – – –
CAG
857
Csenge Advisory Group
Florida
$825K -$36.4K -338 -4%
BIC
858
Beach Investment Counsel
Pennsylvania
$823K – – –
MHIC
859
Marble Harbor Investment Counsel
Massachusetts
$823K +$5.33K +50 +0.7%
SPC
860
Stewart & Patten Company
California
$820K – – –
FMBTD
861
First Midwest Bank Trust Division
Illinois
$820K +$16K +150 +2%
Cerity Partners
862
Cerity Partners
New York
$817K -$56.4K -530 -6%
BWM
863
Biltmore Wealth Management
Arizona
$808K -$246K -2,307 -23%
BCM
864
Bayesian Capital Management
New York
$803K +$803K +7,541 New
CG
865
Caprock Group
Idaho
$799K -$37.3K -350 -4%
CCT
866
Chemung Canal Trust
New York
$797K – – –
DPIM
867
Duff & Phelps Investment Management
Illinois
$793K -$38.3K -360 -5%
GWM
868
Geneos Wealth Management
Colorado
$791K +$34.3K +322 +5%
CFGS
869
Concourse Financial Group Securities
Alabama
$790K +$790K +7,416 New
ECM
870
Estabrook Capital Management
New York
$790K – – –
FPCG
871
Fort Pitt Capital Group
Pennsylvania
$788K +$2.87K +27 +0.4%
WA
872
WBH Advisory
Maryland
$780K -$29.6K -278 -4%
TC
873
Telemus Capital
Michigan
$779K +$47.9K +450 +7%
WSC
874
Wellington Shields & Co
New York
$777K – – –
CBA
875
Coastal Bridge Advisors
Connecticut
$773K +$1.17K +11 +0.2%
33 34
35
36 37