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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 %
EFS
926
Essex Financial Services
Connecticut
$666K -$154K -1,612 -19%
BMC
927
Beaton Management Company
Massachusetts
$666K +$259K +2,971 +64%
ABC
928
Associated Banc-Corp
Wisconsin
$665K +$19.8K +208 +3%
MMG
929
Monetary Management Group
Missouri
$658K -$23.8K -250 -3%
RIG
930
Roosevelt Investment Group
New York
$658K – – –
FNBOSM
931
First National Bank of South Miami
Florida
$655K +$655K +6,371 New
BMA
932
Brooks Moore & Associates
Tennessee
$653K +$653K +6,850 New
SPC
933
Sigma Planning Corp
Michigan
$652K -$1.53K -16 -0.2%
MFG
934
Monte Financial Group
Connecticut
$646K -$7.44K -78 -1%
LCM
935
Laurion Capital Management
New York
$646K +$277K +2,900 +75%
NA
936
Neuburgh Advisers
California
$644K -$1.57M -16,416 -71%
RIM
937
Rampart Investment Management
Connecticut
$642K -$3.11M -32,688 -83%
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$641K -$3.34K -35 -0.5%
SA
939
Strategic Advisors
New York
$641K +$762 +8 +0.1%
VFA
940
Valeo Financial Advisors
Indiana
$640K -$4.96K -52 -0.8%
FPCM
941
Financial Partners Capital Management
New York
$640K – – –
CCM
942
Compton Capital Management
Rhode Island
$639K -$1.53K -16 -0.2%
SM
943
Sciencast Management
New Jersey
$638K +$88.1K +884 +16%
KWM
944
Kingsview Wealth Management
Oregon
$637K +$190K +1,994 +43%
LRPA
945
L. Roy Papp & Associates
Arizona
$635K -$38.1K -400 -6%
IFAM
946
Institutional & Family Asset Management
Colorado
$635K -$2.48K -26 -0.4%
WA
947
WealthTrust Axiom
Pennsylvania
$632K -$5.14K -54 -0.8%
WWM
948
Western Wealth Management
Colorado
$632K +$632K +6,621 New
PTC
949
Private Trust Company
Ohio
$630K +$77.3K +811 +14%
MC
950
Middleton & Co
Massachusetts
$629K – – –
36 37
38
39 40