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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 %
PGWM
901
Parisi Gray Wealth Management
New Jersey
$719K -$16.7K -155 -2%
CCM
902
Compton Capital Management
Rhode Island
$715K -$10.6K -100 -1%
FPCM
903
Financial Partners Capital Management
New York
$715K – – –
SA
904
Strategic Advisors
New York
$715K +$639 +6 +0.1%
HFM
905
Hartford Financial Management
Connecticut
$713K -$5.01K -47 -0.7%
HT
906
Heritage Trust
Oklahoma
$713K -$4.26K -40 -0.6%
IFAM
907
Institutional & Family Asset Management
Colorado
$713K +$426 +4 +0.1%
WA
908
WealthTrust Axiom
Pennsylvania
$712K – – –
CIA
909
Capital Investment Advisors
Georgia
$711K -$29.9K -281 -4%
DWM
910
Doyle Wealth Management
Florida
$705K +$9.05K +85 +1%
MC
911
Middleton & Co
Massachusetts
$703K -$399K -3,750 -36%
LNB
912
Ledyard National Bank
$703K -$104K -979 -13%
JIC
913
Joel Isaacson & Co
New York
$702K -$37.8K -355 -5%
SCP
914
Sandhill Capital Partners
New York
$697K +$28.4K +267 +4%
LS
915
Livforsakringsbolaget Skandia
Sweden
$696K -$692K -6,500 -50%
VFA
916
Valeo Financial Advisors
Indiana
$695K +$79.6K +774 +13%
LCS
917
Levin Capital Strategies
New York
$693K -$106K -1,000 -13%
BA
918
Birinyi Associates
Connecticut
$689K -$69.2K -650 -9%
BIAS
919
Beacon Investment Advisory Services
New Jersey
$682K -$96.7K -907 -12%
MPPLM
920
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$682K +$25.3K +238 +4%
S
921
SignatureFD
Georgia
$682K +$52.4K +492 +8%
OCM
922
Osterweis Capital Management
California
$678K – – –
BAM
923
Boyar Asset Management
New York
$678K – – –
SBH
924
Segall Bryant & Hamill
Illinois
$676K +$1.39K +13 +0.2%
EM
925
Excalibur Management
Massachusetts
$670K -$2.13K -20 -0.3%
35 36
37
38 39