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 %
BOS
1176
Bingham Osborn & Scarborough
California
$264K – – –
BHIA
1177
Birch Hill Investment Advisors
Massachusetts
$263K – – –
MFT
1178
Moisand Fitzgerald Tamayo
Florida
$261K – – –
NEGWA
1179
New England Guild Wealth Advisors
Connecticut
$261K – – –
BFA
1180
Beaumont Financial Advisors
Massachusetts
$260K – – –
EGA
1181
E&G Advisors
Texas
$259K -$140K -1,314 -35%
HB
1182
Homrich & Berg
Georgia
$259K +$17.5K +164 +7%
AB
1183
AT Bancorp
Iowa
$258K – – –
LPT
1184
Legacy Private Trust
Wisconsin
$257K +$12.3K +116 +5%
PFS
1185
Prospera Financial Services
Texas
$256K -$77.7K -762 -23%
MC
1186
Montag & Caldwell
Georgia
$256K – – –
SFI
1187
SPC Financial Inc
Maryland
$255K – – –
TAM
1188
Trillium Asset Management
Massachusetts
$255K – – –
CCM
1189
Crabel Capital Management
California
$255K +$255K +2,398 New
OAM
1190
Oak Asset Management
California
$253K – – –
FFSOTS
1191
Fiduciary Financial Services of The Southwest
Texas
$253K – – –
WTB
1192
Washington Trust Bank
Washington
$250K -$240K -2,258 -49%
MYIA
1193
Mount Yale Investment Advisors
Colorado
$250K -$60.7K -566 -20%
SFS
1194
Strategic Financial Services
New York
$249K – – –
CIC
1195
Cornercap Investment Counsel
Georgia
$248K – – –
WB
1196
Webster Bank
Connecticut
$248K – – –
CPIA
1197
Cornell Pochily Investment Advisors
New York
$247K +$636 +6 +0.3%
IIC
1198
Integrated Investment Consultants
Michigan
$246K – – –
HDIM
1199
Hanson & Doremus Investment Management
Vermont
$245K -$13.2K -124 -5%
BAAM
1200
Baker Avenue Asset Management
California
$245K +$6.18K +58 +3%
46 47
48
49 50