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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 %
BL
901
Balentine LLC
Georgia
$709K +$522K +5,480 +280%
MHIC
902
Marble Harbor Investment Counsel
Massachusetts
$708K -$28.6K -300 -4%
BWM
903
Biltmore Wealth Management
Arizona
$707K -$15.9K -167 -2%
GRP
904
Global Retirement Partners
California
$704K +$43.9K +461 +7%
EWM
905
Evercore Wealth Management
New York
$698K -$316K -3,316 -31%
WP
906
WMS Partners
Maryland
$695K -$181K -1,900 -21%
LDB
907
Lee, Danner & Bass
Tennessee
$694K +$4.48K +47 +0.6%
CBA
908
Coastal Bridge Advisors
Connecticut
$693K +$1.05K +11 +0.2%
MSAM
909
Moloney Securities Asset Management
Missouri
$691K -$307K -3,217 -31%
LOAME
910
Lombard Odier Asset Management (Europe)
United Kingdom
$689K – – –
JIC
911
Joel Isaacson & Co
New York
$687K +$37K +375 +6%
Los Angeles Capital Management
912
Los Angeles Capital Management
California
$685K -$39.4M -413,780 -98%
PC
913
Port Capital
Illinois
$682K -$309K -3,241 -31%
RE
914
RBC Europe
United Kingdom
$673K -$13.8K -145 -2%
NL
915
NVWM LLC
Pennsylvania
$673K -$10.3K -108 -2%
HR
916
Hayden Royal
North Carolina
$672K +$672K +7,048 New
RA
917
RFG Advisory
Alabama
$670K -$117K -1,223 -15%
ED
918
Exane Derivatives
France
$670K -$102K -1,074 -13%
PK
919
Pflug Koory
Nebraska
$669K -$2.1K -22 -0.3%
RMC
920
Resources Management Corp
Connecticut
$668K – – –
TCPWM
921
Traverso Chambers Private Wealth Management
California
$668K +$668K +7,009 New
FCI
922
Financial Counselors Inc
Kansas
$667K -$10.7K -112 -2%
DW
923
Domani Wealth
Pennsylvania
$667K – – –
BFC
924
Bedel Financial Consulting
Indiana
$667K +$123K +1,285 +23%
BCM
925
Brasada Capital Management
Texas
$667K +$667K +7,000 New
35 36
37
38 39