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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
$1.75B
2
TP
Third Point
New York
$532M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$513M
4
Morgan Stanley
Morgan Stanley
New York
$681M
5
BlackRock
BlackRock
New York
$4.81B

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$848M
2
VAM
Veritas Asset Management
United Kingdom
$698M
3
Millennium Management
Millennium Management
New York
$74.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1426
One Wealth Advisors
California
$8K +$911 +9 +13%
SCM
1427
Stanley Capital Management
Texas
$7.61K -$373 -3,500 -5%
CFD
1428
Creative Financial Designs
Indiana
$7K – – –
OSNBOA
1429
Old Second National Bank of Aurora
Illinois
$7K – – –
TNBTD
1430
Trustmark National Bank Trust Department
Mississippi
$7K +$7K +69 New
QAM
1431
QCI Asset Management
New York
$6K – – –
Fidelity International
1432
Fidelity International
Bermuda
$6K +$6K +55 New
OBWP
1433
O'Brien Wealth Partners
Massachusetts
$6K +$6K +60 New
HCM
1434
Horrell Capital Management
Arkansas
$5K – – –
RIM
1435
Rampart Investment Management
Connecticut
$4.2K -$164 -1,541 -4%
PAMG
1436
Patton Albertson Miller Group
Tennessee
$4K +$4K +35 New
GTAM
1437
Global Trust Asset Management
Florida
$4K +$4K +37 New
TFA
1438
Transamerica Financial Advisors
Florida
$3K -$111 -1 -4%
TVWM
1439
Tower View Wealth Management
Wisconsin
$2K -$2.38K -25 -54%
MWM
1440
MinichMacGregor Wealth Management
New York
$2K – – –
LWA
1441
Lowe Wealth Advisors
Maryland
$2K – – –
MCM
1442
Monument Capital Management
Virginia
$2K +$2K +15 New
SCM
1443
Southport Capital Management
Tennessee
$2K +$2K +17 New
CIR
1444
Clear Investment Research
Georgia
$2K +$2K +20 New
WKWM
1445
Walter & Keenan Wealth Management
Indiana
$1.51K – – –
WG
1446
Welch Group
Alabama
$335 +$64 +598 +23%
CF
1447
Centaurus Financial
California
$161 -$783K -9,725 -100%
FRA
1448
Front Row Advisors
California
$7 -$1 -10 -14%
Renaissance Technologies
1449
Renaissance Technologies
New York
– -$128M -1,301,700 Closed
N
1450
Natixis
France
– -$76.9M -787,045 Closed
56 57
58
59 60