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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 %
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$3.5M -$438K -4,600 -11%
GIA
502
GHP Investment Advisors
Colorado
$3.47M +$747K +7,839 +27%
Public Sector Pension Investment Board (PSP Investments)
503
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.47M +$305K +3,200 +10%
MML Investors Services
504
MML Investors Services
Massachusetts
$3.44M +$280K +2,939 +9%
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$3.43M +$542K +5,686 +19%
ACP
506
Ashfield Capital Partners
California
$3.43M +$1.04M +10,916 +44%
Jane Street
507
Jane Street
New York
$3.39M -$2.89M -30,333 -46%
V
508
ValueWorks
New York
$3.39M -$152K -1,592 -4%
BAM
509
Barrett Asset Management
New York
$3.39M -$58.6K -615 -2%
SAM
510
SP Asset Management
California
$3.39M -$35.6K -373 -1%
ACM
511
Adalta Capital Management
New York
$3.37M – – –
VIA
512
Vident Investment Advisory
Georgia
$3.35M -$154K -1,614 -4%
MAM
513
Morse Asset Management
Connecticut
$3.31M +$271K +2,840 +9%
MHC
514
Meyer Handelman Company
New York
$3.29M – – –
WF
515
WoodTrust Financial
Wisconsin
$3.29M +$50.1K +526 +2%
WCM
516
Wisconsin Capital Management
Wisconsin
$3.24M +$3.24M +34,000 New
LPC
517
Loeb Partners Corp
New York
$3.22M -$477K -5,000 -13%
SC
518
Searle & Co
Connecticut
$3.22M – – –
TAM
519
Taurus Asset Management
New York
$3.21M -$19.1K -200 -0.6%
GCGDR
520
Geo Capital Gestora de Recursos
Brazil
$3.19M +$3.19M +33,479 New
LSA
521
L & S Advisors
California
$3.18M -$2.36M -24,796 -43%
VCA
522
Verdence Capital Advisors
Maryland
$3.17M -$44.6K -468 -1%
SSA
523
Schonfeld Strategic Advisors
New York
$3.16M +$2.14M +22,400 +209%
FCH
524
Freestone Capital Holdings
Washington
$3.15M +$413K +4,331 +15%
BFO
525
Biltmore Family Office
North Carolina
$3.15M – – –
19 20
21
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