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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 %
SBSB
1051
Sullivan, Bruyette, Speros & Blaney
Virginia
$389K – – –
DI
1052
Diligent Investors
California
$388K – – –
SNT
1053
Security National Trust
West Virginia
$385K +$5.33K +50 +1%
BRWA
1054
B. Riley Wealth Advisors
Florida
$385K +$19.2K +180 +5%
CCM
1055
Cadence Capital Management
Massachusetts
$382K -$2.61M -24,510 -87%
EAM
1056
Evanson Asset Management
California
$382K – – –
TIA
1057
Tiemann Investment Advisors
California
$378K +$27.4K +257 +8%
FI
1058
Fosun International
China
$377K +$377K +3,500 New
BRWM
1059
B. Riley Wealth Management
Tennessee
$376K +$376K +3,533 New
FMLI
1060
Fukoku Mutual Life Insurance
Japan
$373K – – –
SC
1061
Saybrook Capital
North Carolina
$373K – – –
EVM
1062
Evelyn V. Moreno
$373K – – –
MTCM
1063
Mint Tower Capital Management
Netherlands
$373K +$373K +3,500 New
AWM
1064
Aries Wealth Management
Maine
$372K – – –
RM
1065
Resource Management
Louisiana
$371K +$213 +2 +0.1%
CIC
1066
Carnegie Investment Counsel
Ohio
$368K -$94.3K -860 -20%
PG
1067
Patten Group
Tennessee
$368K – – –
IUHSA
1068
Itau Unibanco Holding S.A.
Brazil
$367K -$216K -2,027 -37%
SIC
1069
Sigma Investment Counselors
Michigan
$367K -$16.3K -153 -4%
BCM
1070
BTR Capital Management
California
$363K +$63.9K +600 +21%
SAM
1071
Symphony Asset Management
California
$361K +$361K +3,393 New
GWS
1072
Glassman Wealth Services
Virginia
$360K – – –
WCM
1073
Weik Capital Management
Pennsylvania
$359K – – –
CSA
1074
Cottage Street Advisors
Massachusetts
$358K – – –
MRCM
1075
M&R Capital Management
New Jersey
$357K -$1.91K -18 -0.5%
41 42
43
44 45