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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 %
KC
826
Knuff & Co
California
$911K +$911K +9,555 New
WC
827
Woodstock Corp
Massachusetts
$910K -$47.6K -500 -5%
GWM
828
Geneos Wealth Management
Colorado
$909K +$200K +2,097 +28%
ER
829
Enlightenment Research
Florida
$896K +$896K +9,400 New
BIM
830
Bridges Investment Management
Nebraska
$894K +$228K +2,388 +34%
LCM
831
Leisure Capital Management
California
$891K -$70.7K -741 -7%
GHCM
832
Glen Harbor Capital Management
California
$885K -$2.15M -22,572 -71%
SBL
833
Sargent Bickham Lagudis
Colorado
$869K +$9.05K +95 +1%
AAM
834
Auxier Asset Management
Oregon
$868K -$3.34K -35 -0.4%
IIM
835
Ipswich Investment Management
Massachusetts
$860K +$14.3K +150 +2%
Federated Hermes
836
Federated Hermes
Pennsylvania
$858K -$561K -5,886 -40%
FIG
837
FundX Investment Group
California
$858K – – –
LNB
838
Ledyard National Bank
$855K +$226K +2,365 +36%
TCOT
839
Trust Company of Toledo
Ohio
$854K – – –
P
840
Pitcairn
Pennsylvania
$854K +$319K +3,350 +60%
MGI
841
MayTech Global Investments
New York
$852K – – –
CWM
842
Chesapeake Wealth Management
Virginia
$850K +$293K +3,076 +53%
CCP
843
Corient Capital Partners
California
$845K +$77.2K +810 +10%
COI
844
Capital One Investing
Virginia
$843K +$843K +8,846 New
TIM
845
Triad Investment Management
California
$840K +$840K +8,810 New
KOCAA
846
Knights of Columbus Asset Advisors
Connecticut
$837K -$60.2K -631 -7%
TWI
847
Thomas White International
Illinois
$836K – – –
PIM
848
Penobscot Investment Management
Massachusetts
$835K – – –
AFC
849
AFT Forsyth & Company
Florida
$833K +$46.7K +490 +6%
SSP
850
Sapphire Star Partners
Washington
$831K -$89.2K -936 -10%
32 33
34
35 36