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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 %
MCP
676
Martin Capital Partners
Oregon
$1.52M +$73.9K +775 +5%
JCM
677
Jag Capital Management
Missouri
$1.52M -$99.2K -1,040 -6%
FWCM
678
Ferguson Wellman Capital Management
Oregon
$1.51M -$38.1K -400 -2%
FCMT
679
Founders Capital Management (Texas)
Texas
$1.5M – – –
UA
680
Unison Advisors
District of Columbia
$1.5M – – –
SRAM
681
Stone Ridge Asset Management
New York
$1.5M -$149K -1,562 -9%
SGA
682
Strategic Global Advisors
California
$1.48M -$17.4K -183 -1%
III
683
Independent Investors Inc
New York
$1.48M – – –
Acadian Asset Management
684
Acadian Asset Management
Massachusetts
$1.47M +$3.63K +38 +0.2%
CNBT
685
Canandaigua National Bank & Trust
New York
$1.47M +$8.29K +87 +0.6%
SCM
686
SOL Capital Management
Maryland
$1.46M -$4.77K -50 -0.3%
BAMF
687
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M +$1.46M +15,300 New
KS
688
Karpas Strategies
Connecticut
$1.45M – – –
FAAS
689
First Allied Advisory Services
California
$1.45M -$18.2K -192 -1%
WSFS
690
Wilmington Savings Fund Society
Delaware
$1.44M +$108K +1,137 +8%
ISL
691
Ingalls & Snyder LLC
New York
$1.44M – – –
RC
692
RBF Capital
California
$1.43M – – –
NG
693
Northstar Group
New York
$1.43M +$1.62K +17 +0.1%
BFG
694
Beacon Financial Group
Texas
$1.41M -$37.9K -401 -3%
ADL
695
Asset Dedication LLC
California
$1.41M -$77.8K -817 -5%
BB
696
Busey Bank
Illinois
$1.41M -$11.4K -120 -0.8%
BEAM
697
Baker Ellis Asset Management
Washington
$1.4M – – –
BHWM
698
Bar Harbor Wealth Management
New Hampshire
$1.39M -$18.2K -191 -1%
AW
699
ACG Wealth
Georgia
$1.38M +$14.9K +156 +1%
SWP
700
Strategic Wealth Partners
Ohio
$1.38M +$1.98K +20 +0.1%
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