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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 %
ACP
751
Aviance Capital Partners
Florida
$1.16M – – –
PI
752
Pettee Investors
Connecticut
$1.16M -$271K -2,847 -19%
KHLMVGHM
753
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.15M +$1.15M +12,094 New
PIM
754
Profit Investment Management
Maryland
$1.15M – – –
GC
755
Grimes & Company
Massachusetts
$1.15M +$95 +1 +0%
CC
756
ClearArc Capital
Ohio
$1.15M -$597K -6,265 -34%
LWS
757
Lucia Wealth Services
California
$1.14M -$668K -7,013 -37%
CFGS
758
Concourse Financial Group Securities
Alabama
$1.14M +$429K +4,503 +61%
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M – – –
NICM
760
Neo Ivy Capital Management
New York
$1.13M +$1.13M +11,828 New
EP
761
Elkfork Partners
Oregon
$1.13M -$2.74M -28,728 -71%
PCM
762
Penserra Capital Management
California
$1.12M +$178K +1,874 +19%
MFAM
763
Motley Fool Asset Management
Virginia
$1.11M +$82K +860 +8%
VF
764
Virtu Financial
New York
$1.11M -$564K -5,922 -34%
CDH
765
Charles D. Hyman
$1.11M – – –
HK
766
Horizon Kinetics
New York
$1.11M -$11.9K -125 -1%
ACP
767
Arcus Capital Partners
Georgia
$1.1M – – –
YWP
768
YorkBridge Wealth Partners
New York
$1.1M -$35.6K -374 -3%
APA
769
American Portfolios Advisors
New York
$1.1M +$73.6K +772 +7%
DTL
770
Dynamic Technology Lab
Singapore
$1.1M -$1.24M -13,009 -53%
NIT
771
NumerixS Investment Technologies
British Columbia, Canada
$1.1M -$286K -3,033 -21%
OPCM
772
Osborne Partners Capital Management
California
$1.09M -$739K -7,759 -40%
CBB
773
Citizens Business Bank
California
$1.08M – – –
SFG
774
Sather Financial Group
Texas
$1.08M -$543K -5,700 -33%
WSTAM
775
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M -$83.5K -876 -7%
29 30
31
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