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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 %
FIM
601
Freedom Investment Management
Connecticut
$2.07M -$324K -3,402 -14%
PGFC
602
Peapack-Gladstone Financial Corp
New Jersey
$2.07M +$438K +4,590 +27%
AR
603
Advisory Research
Illinois
$2.06M – – –
BRC
604
Bell Rock Capital
Delaware
$2.04M +$704K +7,377 +53%
BW
605
Bison Wealth
Georgia
$2.03M -$28.9K -303 -1%
SAIG
606
Semper Augustus Investments Group
Colorado
$2.03M -$45.5K -477 -2%
RA
607
RiverPark Advisors
New York
$2.03M +$2.03M +21,288 New
EOJOAM
608
E. Ohman J:or Asset Management
Sweden
$2.02M -$276K -2,900 -12%
WIM
609
Waverton Investment Management
United Kingdom
$2M +$365K +3,827 +22%
IEFM
610
IQ EQ Fund Management
Ireland
$2M +$42.9K +450 +2%
CI
611
Cigna Investments
Connecticut
$1.98M -$13.3K -139 -0.7%
PT
612
Plimoth Trust
Massachusetts
$1.97M -$43.8K -460 -2%
TCM
613
Tradition Capital Management
New Jersey
$1.97M -$13.8K -145 -0.7%
AT
614
Arden Trust
Delaware
$1.96M -$49.9K -523 -2%
FHB
615
First Hawaiian Bank
Hawaii
$1.95M +$398K +4,179 +26%
GIA
616
Granite Investment Advisors
New Hampshire
$1.94M +$1.94M +20,387 New
RG
617
Rathbones Group
United Kingdom
$1.94M -$95.3K -1,000 -5%
ODCM
618
Old Dominion Capital Management
Virginia
$1.93M +$35.3K +370 +2%
HAM
619
Highstreet Asset Management
Ontario, Canada
$1.93M +$90.4K +948 +5%
ACI
620
Alpha Cubed Investments
California
$1.92M +$57.2K +600 +3%
BOS
621
Bank of Stockton
California
$1.91M -$5.81K -61 -0.3%
EHWM
622
Eads & Heald Wealth Management
Georgia
$1.9M -$16.8K -176 -0.9%
AWM
623
Avior Wealth Management
Nebraska
$1.89M -$132K -1,389 -7%
LIA
624
LS Investment Advisors
Michigan
$1.88M -$102K -1,073 -5%
CA
625
Clearstead Advisors
Ohio
$1.88M +$159K +1,666 +9%
23 24
25
26 27