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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 %
AWM
801
AE Wealth Management
Kansas
$996K +$3.05K +32 +0.3%
Victory Capital Management
802
Victory Capital Management
Texas
$992K -$6.57K -69 -0.7%
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$983K – – –
SJIM
804
St. Johns Investment Management
Florida
$980K +$18.9K +198 +2%
TI
805
Tidal Investments
Wisconsin
$980K +$980K +10,282 New
BFA
806
Benedict Financial Advisors
Georgia
$975K -$14.9K -156 -2%
SB
807
Simmons Bank
Arkansas
$974K +$16.2K +170 +2%
BOH
808
Bank of Hawaii
Hawaii
$970K -$174K -1,827 -15%
ANRIA
809
American National Registered Investment Advisor
Texas
$967K -$21.4K -225 -2%
ECM
810
Evergreen Capital Management
Washington
$964K +$5.15K +54 +0.5%
BAM
811
Berkshire Asset Management
Pennsylvania
$957K -$39.7K -416 -4%
WAM
812
Wealthspire Advisors (Maryland)
Maryland
$954K +$67.3K +706 +8%
SOAMC
813
Spirit of America Management Corp
New York
$953K – – –
AF
814
Ally Financial
Michigan
$953K +$953K +10,000 New
S
815
Seeyond
France
$949K +$949K +9,951 New
WSC
816
Wellington Shields & Co
New York
$948K +$252K +2,650 +36%
RCAG
817
Rehmann Capital Advisory Group
Michigan
$946K +$379K +3,979 +67%
Bessemer Group
818
Bessemer Group
New Jersey
$940K +$13K +136 +1%
FDCC
819
Foster Dykema Cabot & Co
Massachusetts
$936K – – –
TH
820
TCTC Holdings
Texas
$933K – – –
ECM
821
ETrade Capital Management
Virginia
$932K -$315K -3,299 -25%
CA
822
Cetera Advisors
Colorado
$931K -$65.9K -689 -7%
AWM
823
Alterna Wealth Management
Texas
$924K +$924K +10,967 New
SP
824
Symmetry Partners
Connecticut
$923K +$923K +9,687 New
OAMU
825
Ostrum Asset Management US
New York
$919K +$919K +9,643 New
31 32
33
34 35