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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 %
RIM
1101
Reliant Investment Management
Tennessee
$325K +$325K +3,056 New
AAM
1102
Autus Asset Management
Arizona
$324K -$106K -1,000 -25%
TL
1103
TrueWealth LLC
Georgia
$324K – – –
FFBTD
1104
First Financial Bank - Trust Division
Ohio
$324K – – –
MWAC
1105
Mariner Wealth Advisors (Cincinnati)
Ohio
$322K – – –
ACM
1106
AUA Capital Management
Pennsylvania
$320K – – –
SICM
1107
Sustainable Insight Capital Management
New York
$320K +$320K +3,002 New
VCM
1108
Violich Capital Management
California
$319K – – –
MHIM
1109
MacNealy Hoover Investment Management
Ohio
$319K – – –
1IA
1110
1834 Investment Advisors
Wisconsin
$319K – – –
NA
1111
Nottingham Advisors
New York
$318K -$44.4K -417 -12%
CL
1112
CPWM LLC
Washington
$318K +$22.7K +213 +8%
WPC
1113
Waters Parkerson & Co
Louisiana
$317K +$44.8K +420 +16%
LA
1114
LVW Advisors
New York
$315K -$18.5K -174 -6%
CA
1115
Cambridge Advisors
Nebraska
$315K – – –
MCTIC
1116
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$314K – – –
WWM
1117
Windsor Wealth Management
Indiana
$313K +$313K +2,941 New
CSM
1118
CAMG Solamere Management
North Carolina
$312K -$85.2K -800 -21%
AC
1119
Abbrea Capital
California
$312K – – –
SAM
1120
SignalPoint Asset Management
Missouri
$311K – – –
PA
1121
Probity Advisors
Texas
$310K -$8.72K -82 -3%
CAG
1122
Crestwood Advisors Group
Massachusetts
$310K – – –
HWA
1123
Heritage Wealth Advisors
Virginia
$308K – – –
SLT
1124
St Louis Trust
Missouri
$307K – – –
AI
1125
Accredited Investors
Minnesota
$305K – – –
43 44
45
46 47