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American Express
AXP

Overview Fund Activity

1,522 hedge funds and large institutions have $68.3B invested in American Express in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 566 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+73
Holders Change %
+5.04%
% of All Funds
33.97%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
1.29%
New
185
Increased
464
Reduced
566
Closed
100
Calls
$462M
Puts
$738M
Net Calls
-$276M
Net Calls Change
+$17.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.34B
2
ECU
Egerton Capital (UK)
United Kingdom
$755M
3
CAM
Close Asset Management
United Kingdom
$131M
4
SC
Samlyn Capital
New York
$123M
5
Citadel Advisors
Citadel Advisors
Florida
$146M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.29B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B
3
TP
Third Point
New York
$276M
4
FPP
Findlay Park Partners
United Kingdom
$257M
5
FPA
First Pacific Advisors
California
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
326
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.25M -$75.5K -792 -0.8%
SCM
327
Sterling Capital Management
North Carolina
$9.19M +$1.37M +14,329 +17%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$9.12M +$132K +1,333 +1%
BFA
329
Bragg Financial Advisors
North Carolina
$9.11M – – –
CCA
330
Cobblestone Capital Advisors
New York
$9.06M +$82.4K +865 +0.9%
AIM
331
Achmea Investment Management
Netherlands
$9.02M +$325K +3,410 +4%
BAM
332
Bell Asset Management
Australia
$8.99M +$875K +9,181 +11%
KPCM
333
Kings Point Capital Management
New York
$8.9M -$318K -3,335 -3%
MOACM
334
Mutual of America Capital Management
New York
$8.77M +$72.3K +758 +0.8%
SG Americas Securities
335
SG Americas Securities
New York
$8.66M -$48.2M -505,542 -85%
WF
336
Welch & Forbes
Massachusetts
$8.62M +$873K +9,163 +11%
AI
337
Ariel Investments
Illinois
$8.58M -$49.1M -515,139 -85%
HL
338
HeadInvest LLC
Maine
$8.4M +$4.08M +42,767 +94%
GIP
339
Greatmark Investment Partners
Georgia
$8.37M +$259K +2,715 +3%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$8.37M -$202K -2,118 -2%
IGGA
341
Iron Gate Global Advisors
Utah
$8.28M +$201K +2,107 +2%
First Trust Advisors
342
First Trust Advisors
Illinois
$8.24M +$836K +8,770 +11%
RGI
343
River Global Investors
United Kingdom
$8.21M +$2.96M +31,043 +56%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$8.19M +$2.73M +28,600 +50%
DnB Asset Management
345
DnB Asset Management
Norway
$8.09M -$692K -7,255 -8%
RCM
346
Riverpark Capital Management
New York
$8.08M +$8.08M +84,796 New
NAM
347
Nissay Asset Management
Japan
$7.99M -$106K -1,116 -1%
BHTS
348
Bar Harbor Trust Services
Maine
$7.98M -$113K -1,188 -1%
CCP
349
Clifford Capital Partners
Utah
$7.95M +$3.71M +38,878 +87%
Twin Tree Management
350
Twin Tree Management
Texas
$7.85M -$1.41M -14,777 -15%
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