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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 %
SCM
376
Stanley Capital Management
Texas
$6.81M – – –
GAM
377
Griffin Asset Management
New York
$6.77M -$105K -1,100 -2%
APFBOT
378
Amica Pension Fund Board of Trustees
Rhode Island
$6.71M – – –
DWT
379
Dorsey & Whitney Trust
South Dakota
$6.68M -$95 -1 -0%
PI
380
Putnam Investments
Massachusetts
$6.64M -$7.19M -75,450 -52%
AIA
381
Affinity Investment Advisors
California
$6.52M -$1.21M -12,686 -16%
CSIC
382
Clifford Swan Investment Counsel
California
$6.44M -$296K -3,107 -4%
RAM
383
RK Asset Management
Michigan
$6.39M -$128K -1,348 -2%
BCM
384
Buckhead Capital Management
Georgia
$6.36M -$1.3M -13,622 -17%
MIH
385
Madison Investment Holdings
Wisconsin
$6.36M +$6.36M +66,720 New
PMG
386
ProVise Management Group
Florida
$6.33M -$318K -3,334 -5%
MYAM
387
Meiji Yasuda Asset Management
Japan
$6.32M -$114K -1,200 -2%
CAM
388
Carret Asset Management
New York
$6.28M +$4.39K +46 +0.1%
SI
389
Stephens Inc
Arkansas
$6.24M -$176K -1,842 -3%
SCM
390
Shelton Capital Management
Colorado
$6.22M +$5.53M +57,999 +802%
KBC Group
391
KBC Group
Belgium
$6.21M -$418K -4,382 -6%
RCM
392
RNC Capital Management
California
$6.16M -$293K -3,073 -5%
TC
393
Telemus Capital
Michigan
$6.01M +$5.31M +55,741 +762%
DA
394
Duality Advisers
Florida
$6.01M +$6.01M +63,060 New
BCWM
395
Bartlett & Co Wealth Management
Ohio
$5.98M +$177K +1,860 +3%
BC
396
Bartlett & Co
Ohio
$5.98M +$177K +1,860 +3%
RS
397
Robeco Schweiz
Switzerland
$5.94M -$1.21M -12,849 -17%
RIM
398
Redpoint Investment Management
Australia
$5.94M -$888K -9,317 -13%
CAM
399
Cubic Asset Management
Massachusetts
$5.88M -$87.7K -920 -1%
LTFS
400
Ladenburg Thalmann Financial Services
Florida
$5.88M +$1.1M +11,450 +23%
14 15
16
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