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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 %
WIA
526
Wealthstreet Investment Advisors
Texas
$3.15M – – –
NCM
527
Narwhal Capital Management
Georgia
$3.14M +$94.8K +995 +3%
MCA
528
Mercer Capital Advisers
New Jersey
$3.14M -$2.29K -24 -0.1%
CCM
529
Coldstream Capital Management
Washington
$3.09M +$66.2K +694 +2%
PPSG
530
Princeton Portfolio Strategies Group
New Jersey
$3.07M -$75.8K -795 -2%
SLI
531
Sumitomo Life Insurance
Japan
$3.07M -$173K -1,813 -5%
MYLI
532
Meiji Yasuda Life Insurance
Japan
$3.06M -$173K -1,818 -5%
Cambridge Investment Research Advisors
533
Cambridge Investment Research Advisors
Iowa
$3.04M -$33K -346 -1%
CAM
534
Columbia Asset Management
Michigan
$3M -$26.1K -274 -0.9%
LTI
535
Laffer Tengler Investments
Tennessee
$2.99M – – –
HCM
536
Hutner Capital Management
Vermont
$2.97M -$11.4K -120 -0.4%
Alyeska Investment Group
537
Alyeska Investment Group
Illinois
$2.95M -$11.5M -120,780 -80%
SW
538
SVB Wealth
Massachusetts
$2.91M -$25.2K -264 -0.9%
Mariner
539
Mariner
Kansas
$2.91M +$470K +4,955 +19%
KRS
540
Kentucky Retirement Systems
Kentucky
$2.9M +$38.3K +402 +1%
OAM
541
Oxford Asset Management
United Kingdom
$2.89M +$2.89M +30,344 New
BCM
542
Birmingham Capital Management
Alabama
$2.88M -$429K -4,500 -13%
CT
543
Cambridge Trust
Massachusetts
$2.87M +$290K +3,042 +11%
PGIM
544
Pacific Global Investment Management
California
$2.82M -$22.4K -235 -0.8%
OCM
545
One Capital Management
California
$2.78M +$44.6K +468 +2%
BAAM
546
Baker Avenue Asset Management
California
$2.77M +$2.55M +26,800 +1,166%
PAG
547
Private Advisor Group
New Jersey
$2.74M -$791K -8,308 -22%
CWP
548
Capital Wealth Planning
Florida
$2.73M +$89.6K +940 +3%
GFPC
549
Global Financial Private Capital
Florida
$2.71M -$1.14M -11,960 -30%
GAM
550
Gotham Asset Management
New York
$2.71M -$299K -3,138 -10%
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