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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 %
BO
726
BRR OpCo
Ohio
$1.27M -$46.2K -485 -4%
PCG
727
Private Capital Group
Connecticut
$1.27M +$44.8K +470 +4%
FWM
728
Frontier Wealth Management
Missouri
$1.26M +$4.86K +51 +0.4%
AS
729
Altshuler Shaham
Israel
$1.26M -$25.7K -270 -2%
NHC
730
Nicholas Hoffman & Company
Georgia
$1.26M -$24.2K -254 -2%
RMAM
731
Raab & Moskowitz Asset Management
New Jersey
$1.26M -$9.53K -100 -0.8%
SSWM
732
Smith Salley Wealth Management
North Carolina
$1.25M -$18.3K -192 -1%
AWM
733
Altium Wealth Management
New York
$1.24M +$152K +1,595 +14%
MWM
734
Modera Wealth Management
New Jersey
$1.24M – – –
SS
735
Simplicity Solutions
Minnesota
$1.23M +$935K +9,811 +319%
CT
736
Coastline Trust
Rhode Island
$1.22M – – –
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$1.22M -$20.1K -211 -2%
TBA
738
Tower Bridge Advisors
Pennsylvania
$1.21M -$42.9K -450 -3%
HCM
739
Hodges Capital Management
Texas
$1.2M -$28.1K -295 -2%
AIP
740
Ameritas Investment Partners
Nebraska
$1.2M -$60.3K -632 -5%
MIA
741
MainStreet Investment Advisors
Illinois
$1.19M -$16.1K -169 -1%
MCM
742
McMillion Capital Management
North Carolina
$1.19M – – –
IFWM
743
Institute for Wealth Management
Colorado
$1.19M +$181K +1,900 +18%
DAM
744
Doheny Asset Management
California
$1.19M -$549K -5,758 -32%
ASN
745
Advisory Services Network
Georgia
$1.18M -$115K -1,209 -9%
MC
746
Moors & Cabot
Massachusetts
$1.18M +$13.8K +145 +1%
FIM
747
Fruth Investment Management
Texas
$1.18M – – –
Man Group
748
Man Group
United Kingdom
$1.18M -$3.42M -35,855 -74%
IRF
749
IBM Retirement Fund
New York
$1.18M -$82K -861 -7%
LBC
750
Lowe Brockenbrough & Co
Virginia
$1.18M – – –
28 29
30
31 32