AXP icon

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 %
CAPTRUST Financial Advisors
551
CAPTRUST Financial Advisors
North Carolina
$2.69M -$2.96K -31 -0.1%
QI
552
QS Investors
New York
$2.68M -$1.29M -13,561 -33%
SFM
553
Systematic Financial Management
New Jersey
$2.68M -$445K -4,665 -14%
CI
554
Conning Inc
Connecticut
$2.68M -$177K -1,860 -6%
PSUF
555
People's United Financial
Connecticut
$2.66M +$26.6K +279 +1%
RWM
556
Rench Wealth Management
Texas
$2.63M +$44.8K +470 +2%
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$39.9K +419 +2%
FG
558
Fiduciary Group
Georgia
$2.54M -$105K -1,103 -4%
CB
559
Cadence Bank
Mississippi
$2.52M +$216K +2,270 +9%
BCAM
560
Boston Common Asset Management
Massachusetts
$2.5M +$265K +2,785 +12%
RJT
561
Raymond James Trust
Florida
$2.49M -$570K -5,981 -19%
Wealthfront Advisers
562
Wealthfront Advisers
California
$2.48M +$2.48M +26,058 New
HSA
563
Hussman Strategic Advisors
Maryland
$2.48M – – –
ACC
564
Accident Compensation Corp
New Zealand
$2.48M -$162K -1,700 -6%
HW
565
Hancock Whitney
Mississippi
$2.48M +$653K +6,854 +36%
ACM
566
AlphaCrest Capital Management
New York
$2.45M +$2.45M +25,670 New
BFM
567
Boston Financial Management
Massachusetts
$2.45M -$43.2K -453 -2%
FNFDCM
568
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.43M +$55.3K +580 +2%
GCA
569
Guardian Capital Advisors
Ontario, Canada
$2.43M +$58K +589 +2%
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$2.43M -$59.6K -625 -2%
SEC
571
Seven Eight Capital
New York
$2.42M +$2.42M +25,361 New
Assenagon Asset Management
572
Assenagon Asset Management
Luxembourg
$2.4M +$73.1K +767 +3%
VRS
573
Virginia Retirement Systems
Virginia
$2.39M +$191K +2,000 +9%
CPA
574
Capital Planning Advisors
California
$2.36M -$60.9K -639 -3%
DT
575
Diversified Trust
Tennessee
$2.29M -$2.95K -31 -0.1%
21 22
23
24 25