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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 %
VIA
926
Vantage Investment Advisors
Pennsylvania
$668K – – –
EB
927
Eastern Bank
Massachusetts
$667K -$1.28K -12 -0.2%
MCM
928
Manchester Capital Management
Vermont
$665K – – –
RIM
929
Regent Investment Management
Kentucky
$660K -$16K -150 -2%
SAM
930
Strategy Asset Managers
California
$652K -$2.87M -26,912 -81%
GC
931
Garde Capital
Washington
$652K +$6.36K +58 +1%
HCC
932
Hirtle Callaghan & Co
Pennsylvania
$650K -$277K -2,600 -30%
PVWM
933
Point View Wealth Management
New Jersey
$647K -$1.7K -16 -0.3%
ITIM
934
Indiana Trust & Investment Management
Indiana
$644K -$11.2K -105 -2%
PG
935
Pendal Group
Australia
$644K -$2.51M -23,607 -80%
B
936
Barings
North Carolina
$640K -$3.5M -32,880 -85%
BHB
937
Bank Hapoalim BM
Israel
$640K – – –
WC
938
Weil Company
California
$639K – – –
BBI
939
Baxter Bros Inc
Connecticut
$635K +$3.3K +31 +0.5%
DCM
940
Donaldson Capital Management
Indiana
$634K +$288K +2,701 +83%
RCAG
941
Rehmann Capital Advisory Group
Michigan
$634K +$38.1K +358 +6%
ACG
942
Allen Capital Group
Nebraska
$632K -$12K -113 -2%
CC
943
Chicago Capital
Illinois
$631K – – –
IA
944
IFP Advisors
Florida
$630K -$145K -1,361 -19%
SCI
945
S&CO Inc
Massachusetts
$628K – – –
MGIA
946
Moneta Group Investment Advisors
Missouri
$628K +$16.3K +153 +3%
PC
947
Palo Capital
California
$622K -$11.2K -105 -2%
CWM
948
Chesapeake Wealth Management
Virginia
$622K +$622K +5,841 New
PTC
949
Private Trust Company
Ohio
$617K -$146K -1,377 -19%
WI
950
Wintrust Investments
Illinois
$616K -$50.6K -475 -8%
36 37
38
39 40