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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 %
MCM
1226
MAI Capital Management
Ohio
$228K +$228K +2,138 New
HWA
1227
HCR Wealth Advisors
California
$227K – – –
IWP
1228
Icon Wealth Partners
Texas
$226K -$7.04K -66 -3%
PL
1229
Plancorp LLC
Missouri
$226K – – –
VCAM
1230
Van Cleef Asset Management
Ohio
$224K – – –
CASB
1231
Cape Ann Savings Bank
Massachusetts
$224K – – –
GIP
1232
Granite Investment Partners
California
$224K – – –
WPW
1233
Waldron Private Wealth
Pennsylvania
$223K -$638 -6 -0.3%
SFS
1234
Sowell Financial Services
Arkansas
$223K +$851 +8 +0.4%
IRC
1235
Investors Research Corp
Georgia
$222K – – –
TFA
1236
Toth Financial Advisory
Virginia
$220K -$18K -169 -8%
AAP
1237
Arax Advisory Partners
Colorado
$218K -$20.6K -194 -9%
WIA
1238
Westbourne Investment Advisors
Maryland
$218K – – –
RFA
1239
Reilly Financial Advisors
California
$218K +$149K +1,402 +216%
HPWM
1240
Highland Private Wealth Management
Washington
$218K +$218K +2,050 New
FCB
1241
First Command Bank
Texas
$217K -$16.8K -157 -7%
FCFS
1242
First Command Financial Services
Texas
$217K -$16.8K -157 -7%
KTC
1243
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
CAMG
1244
CWA Asset Management Group
Florida
$215K -$421K -3,958 -66%
GLI
1245
Guardian Life Insurance
New York
$213K +$2.35K +22 +1%
RGNCM
1246
R.G. Niederhoffer Capital Management
New York
$213K +$213K +2,000 New
HA
1247
Harbor Advisors
Florida
$213K +$213K +2,000 New
HCMT
1248
Highland Capital Management (Texas)
Texas
$213K +$213K +2,000 New
CFSG
1249
Community Financial Services Group
Vermont
$213K +$213K +2,000 New
HCM
1250
HGI Capital Management
New York
$213K +$213K +2,000 New
48 49
50
51 52