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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 %
BDWM
651
Brewin Dolphin Wealth Management
Ireland
$1.7M – – –
ACM
652
Azimuth Capital Management
Michigan
$1.7M -$64.4K -675 -4%
CG
653
Cutler Group
California
$1.69M +$1.69M +17,700 New
SCA
654
Snowden Capital Advisors
New York
$1.68M +$342K +3,583 +25%
HP
655
Hikari Power
Japan
$1.68M – – –
WOC
656
West Oak Capital
California
$1.67M -$1.91K -20 -0.1%
KIA
657
KCM Investment Advisors
California
$1.66M +$81.2K +852 +5%
Lido Advisors
658
Lido Advisors
California
$1.66M +$93.5K +981 +6%
TU
659
TDAM USA
Ontario, Canada
$1.66M -$876K -9,187 -35%
BFIM
660
Beese Fulmer Investment Management
Ohio
$1.65M -$7.63K -80 -0.5%
JCM
661
Jacobi Capital Management
Pennsylvania
$1.65M -$3.91K -41 -0.2%
TCOV
662
Trust Company of Vermont
Vermont
$1.64M +$2.57K +27 +0.2%
GG
663
Greenwood Gearhart
Arkansas
$1.64M – – –
MVA
664
Mount Vernon Associates
Maryland
$1.63M -$28.6K -300 -2%
HCM
665
Howland Capital Management
Massachusetts
$1.62M -$49.4K -518 -3%
BBWA
666
Bell & Brown Wealth Advisors
California
$1.61M -$20.6K -216 -1%
SC
667
Sepio Capital
Utah
$1.61M +$1.61M +16,838 New
BFA
668
Brendel Financial Advisors
New Hampshire
$1.6M +$1.6M +16,800 New
ECM
669
Everence Capital Management
Indiana
$1.6M +$166K +1,740 +12%
Verition Fund Management
670
Verition Fund Management
Connecticut
$1.56M +$1.56M +16,394 New
CA
671
Callahan Advisors
Texas
$1.56M +$95 +1 +0%
FA
672
FDx Advisors
Illinois
$1.56M -$1.15M -12,105 -43%
LOAMS
673
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.54M +$798K +8,372 +107%
GAMA
674
Graticule Asia Macro Advisors
New York
$1.54M -$105K -1,100 -6%
PAM
675
Private Asset Management
California
$1.53M +$61.4K +644 +4%
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