AXP icon

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 %
WT
951
Washington Trust
Rhode Island
$600K -$198K -1,859 -25%
P
952
Pitcairn
Pennsylvania
$598K -$71.3K -669 -11%
DSC
953
Duncker Streett & Co
Missouri
$598K – – –
BFC
954
Bedel Financial Consulting
Indiana
$595K +$313 +3 +0.1%
SSWM
955
Sheets Smith Wealth Management
North Carolina
$593K -$28.6K -269 -5%
CS
956
Cannell & Spears
New York
$591K – – –
BP
957
Ballentine Partners
Massachusetts
$579K +$13.6K +128 +2%
SM
958
Sciencast Management
New Jersey
$571K +$571K +5,516 New
RT
959
Rockland Trust
Massachusetts
$567K -$426 -4 -0.1%
CS
960
Comerica Securities
Michigan
$565K +$36.8K +345 +7%
KFS
961
Kurt F. Somerville
$564K -$13.3K -125 -2%
RCC
962
Red Cedar Capital
Nebraska
$564K – – –
IAA
963
Independent Advisor Alliance
North Carolina
$564K +$36K +341 +7%
MFW
964
Meristem Family Wealth
Minnesota
$563K – – –
ERIM
965
Eagle Ridge Investment Management
Connecticut
$554K – – –
WA
966
WP Advisors
California
$550K -$5.75K -54 -1%
FHA
967
Flagship Harbor Advisors
Massachusetts
$549K +$8.74K +81 +2%
SYBT
968
Stock Yards Bank & Trust
Kentucky
$547K +$107K +1,000 +24%
SCA
969
Sippican Capital Advisors
Massachusetts
$543K -$233K -2,150 -30%
TI
970
Trexquant Investment
Connecticut
$543K +$543K +5,096 New
VRM
971
Vectors Research Management
New York
$542K +$542K +5,475 New
LFAS
972
Level Four Advisory Services
Texas
$541K +$37.2K +350 +7%
AF
973
Advisornet Financial
Minnesota
$536K +$292K +2,741 +120%
ZCM
974
Zebra Capital Management
Connecticut
$535K +$535K +5,026 New
FCCM
975
First City Capital Management
Georgia
$533K +$7.99K +75 +2%
37 38
39
40 41