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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 %
SRC
1076
Shufro Rose & Co
New York
$355K – – –
TSWM
1077
Triangle Securities Wealth Management
North Carolina
$352K – – –
NWP
1078
Northstar Wealth Partners
Connecticut
$352K +$6.48K +61 +2%
CCMD
1079
Cypress Capital Management (Delaware)
Delaware
$352K +$21.5K +202 +7%
VCM
1080
Virtue Capital Management
Tennessee
$352K +$119K +1,119 +51%
JA
1081
JOYN Advisors
Georgia
$350K -$21.1K -198 -6%
MHS
1082
M Holdings Securities
Oregon
$350K +$21K +197 +6%
ATFA
1083
All Terrain Financial Advisors
Minnesota
$347K +$106 +1 +0%
NL
1084
NWAM LLC
Washington
$344K -$102K -962 -23%
OC
1085
Oakworth Capital
Alabama
$342K -$850 -8 -0.2%
SBWM
1086
Sunflower Bank Wealth Management
Arizona
$340K – – –
LSAG
1087
Lake Street Advisors Group
New Hampshire
$339K -$820K -7,689 -71%
GW
1088
GW & Wade
Massachusetts
$339K -$2.34K -22 -0.7%
KB
1089
Kimelman & Baird
New York
$339K +$339K +3,183 New
CAM
1090
Cypress Asset Management
Texas
$338K +$10.6K +100 +3%
SMH
1091
Sanders Morris Harris
Texas
$337K – – –
ACM
1092
AlphaStar Capital Management
North Carolina
$333K -$90.8K -853 -21%
FNBOH
1093
First National Bank of Hutchinson
Kansas
$333K – – –
SIC
1094
Salem Investment Counselors
North Carolina
$331K +$1.28K +12 +0.4%
BWA
1095
Burt Wealth Advisors
Maryland
$330K -$30.9K -290 -9%
AB
1096
Atlas Brown
Kentucky
$329K -$2.66K -25 -0.8%
FCBT
1097
First Citizens Bank & Trust
North Carolina
$329K +$23K +216 +8%
SS
1098
Simplicity Solutions
Minnesota
$327K +$43.7K +411 +15%
ATC
1099
Adirondack Trust Company
New York
$325K – – –
NAMP
1100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$325K +$325K +3,051 New
42 43
44
45 46