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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
+$776M
2
ECU
Egerton Capital (UK)
United Kingdom
+$755M
3
CAM
Close Asset Management
United Kingdom
+$130M
4
SC
Samlyn Capital
New York
+$93.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$91.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$248M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
3
TP
Third Point
New York
-$200M
4
FPP
Findlay Park Partners
United Kingdom
-$155M
5
FPA
First Pacific Advisors
California
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
426
VanEck Associates
New York
$4.99M -$18.4M -192,665 -79%
MA
427
Montag & Associates
Georgia
$4.98M +$3.04M +31,921 +157%
MGIA
428
Matthew Goff Investment Advisor
Texas
$4.97M +$177K +1,853 +4%
SMI
429
Shelter Mutual Insurance
Missouri
$4.96M – – –
SIG
430
Sky Investment Group
Connecticut
$4.95M -$12.9K -135 -0.3%
Hudson Bay Capital Management
431
Hudson Bay Capital Management
Connecticut
$4.93M -$2.43M -25,543 -33%
DC
432
Davenport & Co
Virginia
$4.92M +$250K +2,625 +5%
ARTA
433
A.R.T. Advisors
New York
$4.92M +$1.17M +12,300 +31%
PFP
434
Pinnacle Financial Partners
Tennessee
$4.85M +$350K +3,667 +8%
LIC
435
Lodestar Investment Counsel
Illinois
$4.84M +$29.2K +306 +0.6%
UFF
436
USA Financial Formulas
Michigan
$4.81M +$4.81M +45,169 New
CGH
437
Crossmark Global Holdings
Texas
$4.79M -$428K -4,490 -8%
ATC
438
Argent Trust Co
Tennessee
$4.78M -$20.8K -218 -0.4%
NSEDCP
439
NJ State Employees Deferred Compensation Plan
New Jersey
$4.77M – – –
PI
440
Pathlight Investors
Arizona
$4.76M +$4.76M +48,182 New
OAM
441
Oppenheimer Asset Management
New York
$4.69M +$1.43M +15,034 +44%
FCT
442
Family Capital Trust
Massachusetts
$4.66M -$184K -1,928 -4%
SSB
443
Sandy Spring Bank
Maryland
$4.65M +$472K +4,948 +11%
WTC
444
WhitTier Trust Company
Nevada
$4.62M -$154K -1,614 -3%
SFA
445
Sequoia Financial Advisors
Ohio
$4.62M +$2.07M +21,762 +81%
JG
446
Jefferies Group
New York
$4.59M +$1.63M +17,063 +55%
CFA
447
Carroll Financial Associates
North Carolina
$4.58M -$58.9K -600 -1%
CA
448
Cornerstone Advisors
North Carolina
$4.58M – – –
BCM
449
BlueMar Capital Management
Florida
$4.56M +$2.41M +25,306 +112%
WAM
450
World Asset Management
Michigan
$4.54M -$207K -2,170 -4%
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