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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 %
TNB
976
Thomasville National Bank
Georgia
$530K -$31.2K -293 -6%
HCMNY
977
Howard Capital Management (New York)
New York
$529K – – –
GAM
978
Garrison Asset Management
Arkansas
$527K -$69.1K -649 -12%
AF
979
Arrow Financial
New York
$527K – – –
EP
980
Edgestream Partners
New Jersey
$526K +$526K +4,942 New
PFBT
981
Parkside Financial Bank & Trust
Missouri
$525K +$5.33K +50 +1%
FRM
982
Fox Run Management
Connecticut
$524K +$524K +4,921 New
AL
983
Aspiriant LLC
California
$518K – – –
RIL
984
Rothschild Investment LLC
Illinois
$506K – – –
FBT
985
First Bankers Trust
Kentucky
$502K -$10.6K -100 -2%
BJL
986
Brighton Jones LLC
Washington
$501K +$83K +780 +20%
KWM
987
Kingsview Wealth Management
Oregon
$499K +$499K +4,689 New
TPWA
988
TRUE Private Wealth Advisors
Oregon
$497K -$2.98K -28 -0.6%
BMC
989
Beaton Management Company
Massachusetts
$496K – – –
SC
990
Schulhoff & Co
Ohio
$495K – – –
QAM
991
Quantres Asset Management
Cayman Islands
$490K -$288K -2,700 -37%
LIM
992
Leavell Investment Management
Alabama
$486K – – –
JFL
993
Jarislowsky, Fraser Ltd
Quebec, Canada
$484K -$10.3K -100 -2%
Koshinski Asset Management
994
Koshinski Asset Management
Illinois
$481K +$99.5K +934 +26%
PGCM
995
Prescott Group Capital Management
Oklahoma
$479K – – –
CA
996
Continuum Advisory
Idaho
$477K -$4.31K -40 -0.9%
MOS
997
MGO One Seven
Ohio
$477K +$477K +4,482 New
PFM
998
Parsec Financial Management
North Carolina
$472K -$15.3K -144 -3%
AWM
999
Aevitas Wealth Management
Massachusetts
$471K +$1.6K +15 +0.3%
SGAM
1000
Steinberg Global Asset Management
Florida
$469K – – –
38 39
40
41 42