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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 %
B
776
Bailard
California
$1.08M -$11.9K -125 -1%
LSCM
777
LaSalle Street Capital Management
Illinois
$1.08M – – –
CIM
778
CenturyLink Investment Management
Colorado
$1.08M -$670K -7,030 -38%
TIM
779
Thompson Investment Management
Wisconsin
$1.07M – – –
EDRH
780
Edmond de Rothschild Holding
Switzerland
$1.07M -$42.9K -450 -4%
FNBT
781
FineMark National Bank & Trust
Florida
$1.06M -$33.3K -350 -3%
WCM
782
Weatherstone Capital Management
Colorado
$1.06M +$656K +6,452 +162%
GJIC
783
Gamble Jones Investment Counsel
California
$1.05M – – –
GFA
784
Gifford Fong Associates
California
$1.05M – – –
ARMT
785
Amica Retiree Medical Trust
Rhode Island
$1.05M – – –
HSA
786
HBK Sorce Advisory
Pennsylvania
$1.04M +$37.7K +396 +4%
FBC
787
Fairfield, Bush & Co
Connecticut
$1.03M -$19.1K -200 -2%
WHG
788
Westwood Holdings Group
Texas
$1.02M -$47.4K -497 -4%
HIC
789
Hartline Investment Corp
Illinois
$1.02M – – –
IA
790
Icon Advisers
Colorado
$1.02M -$448K -4,700 -31%
AIM
791
Anchor Investment Management
South Carolina
$1.02M -$671K -7,035 -40%
D.E. Shaw & Co
792
D.E. Shaw & Co
New York
$1.02M -$102K -1,071 -9%
LC
793
Lincoln Capital
Nebraska
$1.01M -$8.1K -85 -0.8%
ONB
794
Old National Bancorp
Indiana
$1.01M -$261K -2,740 -21%
OFS
795
Orrstown Financial Services
Pennsylvania
$1.01M -$11.4K -120 -1%
GA
796
GFS Advisors
Texas
$1M -$17.6K -185 -2%
CWM
797
Concentric Wealth Management
California
$1M +$1.43K +15 +0.1%
AIM
798
Acropolis Investment Management
Missouri
$1M +$79.8K +837 +9%
GT
799
Greenleaf Trust
Michigan
$1M +$123K +1,292 +14%
PA
800
Parallel Advisors
California
$998K +$90.4K +949 +10%
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