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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 %
TI
626
Trexquant Investment
Connecticut
$1.87M +$1.39M +14,530 +285%
CCFCSB
627
Cape Cod Five Cents Savings Bank
Massachusetts
$1.84M -$11.7K -123 -0.6%
BFO
628
Boston Family Office
Massachusetts
$1.84M -$4.77K -50 -0.3%
MAA
629
Matrix Asset Advisors
New York
$1.84M -$585K -6,132 -24%
BAS
630
Brown Advisory Securities
Maryland
$1.84M -$29.7K -311 -2%
CAN
631
Cetera Advisor Networks
California
$1.82M +$7.93K +83 +0.4%
DMC
632
Drexel Morgan & Co
Pennsylvania
$1.82M +$59.6K +626 +3%
SWP
633
Stratos Wealth Partners
Ohio
$1.82M +$1.82M +19,081 New
PH
634
Pinnacle Holdings
Oklahoma
$1.81M +$5.43K +57 +0.3%
TA
635
Tiedemann Advisors
New York
$1.81M +$441K +4,624 +32%
RC
636
Roundview Capital
New Jersey
$1.81M +$5.24K +55 +0.3%
MERSOM
637
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M +$1.81M +18,950 New
SKK
638
Shepherd Kaplan Krochuk
Massachusetts
$1.81M -$147K -1,538 -8%
CC
639
Courier Capital
New York
$1.8M -$265K -2,777 -13%
HA
640
H2O AM
United Kingdom
$1.78M +$1.78M +18,854 New
AC
641
Arjuna Capital
North Carolina
$1.78M -$25.6K -269 -1%
PCI
642
Pacifica Capital Investments
Texas
$1.76M – – –
BA
643
Bennicas & Associates
California
$1.74M -$42.9K -450 -2%
NEAM
644
New England Asset Management
Connecticut
$1.74M -$18.2K -191 -1%
FNT
645
First National Trust
Pennsylvania
$1.74M +$663K +6,954 +62%
ST
646
Smithfield Trust
Pennsylvania
$1.73M -$81.7K -857 -5%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$1.72M -$86.5K -907 -5%
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$1.72M -$11.2K -117 -0.6%
BBA
649
BLB&B Advisors
Pennsylvania
$1.72M – – –
PA
650
Profund Advisors
Maryland
$1.71M -$591K -6,201 -26%
24 25
26
27 28