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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 %
SMC
1251
Smith, Moore & Co
Missouri
$213K +$213K +2,001 New
ALIONA
1252
Allianz Life Insurance of North America
Minnesota
$213K +$213K +2,001 New
FGAM
1253
Financial Gravity Asset Management
Texas
$212K +$19.1K +189 +10%
IWM
1254
IHT Wealth Management
Illinois
$211K +$211K +1,979 New
CCM
1255
Compass Capital Management
Minnesota
$211K +$211K +1,985 New
BL
1256
Balentine LLC
Georgia
$209K +$195K +1,824 +1,351%
GHAM
1257
Gilman Hill Asset Management
Connecticut
$209K +$209K +1,965 New
FMW
1258
Farr Miller & Washington
District of Columbia
$208K +$208K +1,950 New
BAM
1259
Belpointe Asset Management
Nevada
$208K +$208K +1,956 New
JT
1260
Jump Trading
Illinois
$207K +$207K +1,940 New
WA
1261
Wealth Architects
California
$206K +$206K +1,931 New
CCM
1262
Condor Capital Management
New Jersey
$204K +$204K +1,911 New
BP
1263
BBR Partners
New York
$204K +$204K +1,912 New
AAM
1264
American Asset Management
Florida
$202K +$202K +1,899 New
NP
1265
NS Partners
United Kingdom
$202K +$202K +1,900 New
SC
1266
Sawyer & Company
Massachusetts
$191K – – –
WC
1267
Whitnell & Co
Illinois
$191K +$107 +1 +0.1%
SFG
1268
SevenBridge Financial Group
Pennsylvania
$191K +$54.2K +510 +40%
ZB
1269
Zions Bancorporation
Utah
$186K +$186K +1,749 New
KA
1270
Kaizen Advisory
Illinois
$183K – – –
APP
1271
Avantax Planning Partners
Iowa
$177K +$177K +1,661 New
GSC
1272
G&S Capital
Colorado
$176K – – –
FANJ
1273
Financial Architects (New Jersey)
New Jersey
$175K – – –
IBOK
1274
Independence Bank of Kentucky
Kentucky
$173K -$13.3K -125 -7%
CAM
1275
CenterStar Asset Management
Illinois
$173K – – –
49 50
51
52 53