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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 %
BL
701
BFSG LLC
California
$1.38M +$80.5K +845 +6%
SIAG
702
Signet Investment Advisory Group
Rhode Island
$1.38M +$1.38M +14,460 New
CCG
703
Ceeto Capital Group
Florida
$1.37M – – –
MCIM
704
Meadow Creek Investment Management
Georgia
$1.37M -$3.33M -34,884 -71%
MA
705
Marshwinds Advisory
Georgia
$1.37M +$95 +1 +0%
GC
706
Guardian Capital
Ontario, Canada
$1.36M +$48.8K +512 +4%
SAM
707
Selway Asset Management
$1.36M – – –
SAM
708
Seelaus Asset Management
New Jersey
$1.36M – – –
HCM
709
Hilton Capital Management
New York
$1.36M – – –
WKWM
710
Walter & Keenan Wealth Management
Indiana
$1.35M – – –
IA
711
IFG Advisory
Georgia
$1.35M +$10.3K +108 +0.8%
PWMAG
712
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M -$18.6K -195 -1%
WS
713
Wedbush Securities
California
$1.34M +$91.1K +956 +7%
AI
714
Atria Investments
North Carolina
$1.34M -$60.8K -638 -4%
IC
715
Investment Counsel
Michigan
$1.34M – – –
ECM
716
ExodusPoint Capital Management
New York
$1.34M +$1.34M +14,026 New
Aristotle Capital Management
717
Aristotle Capital Management
California
$1.33M – – –
LMIM
718
Lockheed Martin Investment Management
Maryland
$1.33M – – –
GWCM
719
Godshalk Welsh Capital Management
Pennsylvania
$1.32M +$20.5K +215 +2%
KRSITF
720
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M +$49.5K +519 +4%
GT
721
Glenview Trust
Kentucky
$1.31M +$45.3K +475 +4%
AIM
722
Arcadia Investment Management
Michigan
$1.31M -$421K -4,422 -24%
KCM
723
Kanawha Capital Management
Virginia
$1.31M +$35.7K +375 +3%
BWM
724
Buckley Wealth Management
Nevada
$1.3M -$1.39M -14,622 -52%
VFA
725
Voya Financial Advisors
Connecticut
$1.29M +$68.1K +721 +6%
27 28
29
30 31