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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 %
O
451
OppenheimerFunds
New York
$4.45M +$134K +1,404 +3%
KFP
452
KMG Fiduciary Partners
Ohio
$4.42M +$4.42M +46,393 New
BBHC
453
Brown Brothers Harriman & Co
New York
$4.42M +$838K +8,786 +23%
OMC
454
Overbrook Management Corp
New York
$4.41M -$6.01K -63 -0.1%
SIM
455
Sentry Investment Management
Wisconsin
$4.36M -$251K -2,635 -5%
SIRP
456
Shelter Insurance Retirement Plan
Missouri
$4.36M -$324K -3,400 -7%
SJL
457
Shayne & Jacobs LLC
Tennessee
$4.33M -$50.3K -528 -1%
GIM
458
Goelzer Investment Management
Indiana
$4.33M – – –
SCM
459
Stevens Capital Management
Pennsylvania
$4.31M +$4.31M +45,163 New
ANBT
460
American National Bank & Trust
Texas
$4.2M +$4.17M +43,770 +13,468%
BAC
461
Boys Arnold & Co
North Carolina
$4.12M – – –
TF
462
TIAA FSB
Florida
$4.1M -$106K -1,112 -3%
CIA
463
Choate Investment Advisors
Massachusetts
$4.06M -$3.62K -38 -0.1%
RB
464
Rodgers Brothers
Pennsylvania
$4.06M -$40.4K -424 -1%
CTC
465
Central Trust Company
Missouri
$4.04M +$15.6K +164 +0.4%
II
466
IFM Investors
Australia
$4.03M +$345K +3,623 +9%
EAM
467
Erste Asset Management
Austria
$3.98M +$3.98M +42,000 New
PTC
468
Philadelphia Trust Company
Pennsylvania
$3.97M +$2.37M +24,873 +148%
MPA
469
Marvin & Palmer Associates
Delaware
$3.97M +$3.97M +41,635 New
JC
470
Jacobs & Co
California
$3.94M -$181K -1,902 -4%
ECM
471
Elgethun Capital Management
South Dakota
$3.94M -$136K -1,425 -3%
ZCA
472
Zeke Capital Advisors
Pennsylvania
$3.93M +$289K +3,035 +8%
CIP
473
Chartwell Investment Partners
Pennsylvania
$3.93M -$4.19K -44 -0.1%
NFGCM
474
Norman Fields Gottscho Capital Management
New York
$3.92M -$4.77K -50 -0.1%
V
475
Veritable
Delaware
$3.91M -$126K -1,318 -3%
17 18
19
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