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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 %
KIA
876
Kopp Investment Advisors
Minnesota
$772K -$21.4K -224 -3%
FBT
877
First Bankers Trust
Kentucky
$772K +$323K +3,385 +72%
CG
878
Caprock Group
Idaho
$768K +$53.4K +560 +7%
CRC
879
Curi RMB Capital
Illinois
$767K -$229K -2,400 -23%
NI
880
Noked Israel
Israel
$763K +$763K +8,000 New
NC
881
Noked Capital
Israel
$763K +$763K +8,000 New
FMBTD
882
First Midwest Bank Trust Division
Illinois
$761K +$27.5K +289 +4%
PP
883
Patten & Patten
Tennessee
$758K – – –
IAMOG
884
Investors Asset Management of Georgia
Georgia
$751K – – –
CCA
885
Checchi Capital Advisers
California
$748K -$117K -1,227 -14%
BSW
886
Buckingham Strategic Wealth
Missouri
$748K +$3.34K +35 +0.4%
Cerity Partners
887
Cerity Partners
New York
$748K +$16.8K +176 +2%
AWA
888
Arete Wealth Advisors
Illinois
$746K -$16.4K -172 -2%
NSIM
889
North Star Investment Management
Illinois
$742K – – –
SC
890
Savant Capital
Illinois
$734K -$22.4K -235 -3%
SPC
891
Stewart & Patten Company
California
$734K – – –
FPCP
892
Fort Point Capital Partners
California
$729K -$372K -3,900 -34%
NB
893
NBT Bank
New York
$728K -$29.1K -306 -4%
UR
894
USCA RIA
Texas
$728K +$45.8K +480 +7%
S
895
SignatureFD
Georgia
$725K +$114K +1,200 +19%
STA
896
Summit Trail Advisors
New York
$722K -$178K -1,866 -20%
RCM
897
Riverhead Capital Management
Delaware
$721K -$1.74M -18,306 -71%
FPCG
898
Fort Pitt Capital Group
Pennsylvania
$714K +$8.86K +93 +1%
DPIM
899
Duff & Phelps Investment Management
Illinois
$710K – – –
QIM
900
Quest Investment Management
Oregon
$709K -$53.4K -560 -7%
34 35
36
37 38