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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 %
RWP
851
RWA Wealth Partners
Massachusetts
$831K – – –
EHC
852
Everett Harris & Co
California
$828K – – –
PC
853
Pecaut & Co
Iowa
$825K – – –
IHL
854
Investment House LLC
California
$822K – – –
CB
855
Community Bank
New York
$821K – – –
IB
856
Intrust Bank
Kansas
$821K +$2.67K +28 +0.3%
BCM
857
Becker Capital Management
Oregon
$820K -$50K -525 -6%
PWP
858
Private Wealth Partners
California
$813K – – –
SW
859
SlateStone Wealth
Florida
$811K +$811K +8,509 New
CAG
860
Csenge Advisory Group
Florida
$809K +$78.5K +824 +11%
WIC
861
Whitegate Investment Counselors
New Hampshire
$808K – – –
BAM
862
Blueshift Asset Management
New Jersey
$808K +$808K +8,475 New
PAM
863
Palisade Asset Management
Minnesota
$803K – – –
NAM
864
NTV Asset Management
West Virginia
$801K -$28.6K -300 -3%
HFS
865
Haverford Financial Services
Pennsylvania
$797K +$110K +1,150 +16%
BIC
866
Beach Investment Counsel
Pennsylvania
$794K – – –
ANB
867
Amarillo National Bank
Texas
$792K – – –
RWA
868
Ropes Wealth Advisors
Massachusetts
$792K +$25.5K +267 +3%
CIA
869
CSat Investment Advisory
Michigan
$791K -$113K -1,181 -12%
BC
870
Burney Company
Virginia
$789K -$27.5K -288 -3%
MA
871
Mutual Advisors
Nebraska
$789K +$117K +1,230 +17%
YIA
872
YHB Investment Advisors
Connecticut
$788K -$50K -525 -6%
MAA
873
Mraz Amerine & Associates
California
$785K – – –
MIH
874
Meitav Investment House
Israel
$781K -$12.6K -133 -2%
FB
875
Fulton Bank
Pennsylvania
$774K -$146K -1,534 -16%
33 34
35
36 37