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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 %
CCM
576
Covington Capital Management
California
$2.28M +$76.2K +800 +3%
HTC
577
Haverford Trust Company
Pennsylvania
$2.27M +$23.5K +247 +1%
BWAM
578
Boyd Watterson Asset Management
Ohio
$2.27M -$231K -2,428 -9%
GD
579
Grandfield & Dodd
New York
$2.25M -$572 -6 -0%
SAM
580
Sawgrass Asset Management
Florida
$2.24M -$4.77K -50 -0.2%
SWM
581
SVA Wealth Management
Wisconsin
$2.22M +$2.22M +23,271 New
TW
582
Transform Wealth
Colorado
$2.21M -$467K -4,900 -17%
GIM
583
Grassi Investment Management
California
$2.21M – – –
QSS
584
Quantitative Systematic Strategies
Florida
$2.2M +$816K +8,560 +59%
SCA
585
Stokes Capital Advisors
South Carolina
$2.19M +$241K +2,525 +12%
BF
586
BOK Financial
Oklahoma
$2.17M +$55.7K +584 +3%
FMTC
587
Farmers & Merchants Trust Company
California
$2.17M +$2.17M +22,741 New
ECA
588
Endeavour Capital Advisors
Connecticut
$2.16M -$8.34M -87,445 -79%
MBA
589
McQueen Ball & Associates
Pennsylvania
$2.16M – – –
WCA
590
Westover Capital Advisors
Delaware
$2.16M +$2.16M +22,665 New
Parallax Volatility Advisers
591
Parallax Volatility Advisers
California
$2.16M +$1.81M +18,968 +518%
TCM
592
Teza Capital Management
Illinois
$2.14M +$2.14M +22,441 New
WSCM
593
Wellington Shields Capital Management
New York
$2.14M +$38.1K +400 +2%
CSS
594
Cubist Systematic Strategies
Connecticut
$2.13M -$870K -9,131 -29%
BCM
595
Boltwood Capital Management
California
$2.11M -$29.7K -312 -1%
MCM
596
Murphy Capital Management
New Jersey
$2.1M -$1.91K -20 -0.1%
KCMRT
597
Kemper Corp Master Retirement Trust
Illinois
$2.1M – – –
OWD
598
Osborn Williams & Donohoe
Ohio
$2.08M – – –
AP
599
Advisor Partners
California
$2.08M +$29.5K +309 +1%
BA
600
Boston Advisors
Massachusetts
$2.08M +$21K +220 +1%
22 23
24
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