AXP icon

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 %
LS
951
Livforsakringsbolaget Skandia
Sweden
$623K – – –
BA
952
Birinyi Associates
Connecticut
$621K +$4.19K +44 +0.7%
LCS
953
Levin Capital Strategies
New York
$620K – – –
BBI
954
Baxter Bros Inc
Connecticut
$619K +$51K +535 +9%
HT
955
Heritage Trust
Oklahoma
$615K -$23.2K -243 -4%
DWM
956
Doyle Wealth Management
Florida
$614K -$16.8K -176 -3%
CIA
957
Capital Investment Advisors
Georgia
$613K -$23.5K -246 -4%
MCM
958
Manchester Capital Management
Vermont
$612K – – –
ECM
959
Estabrook Capital Management
New York
$611K -$95.3K -1,000 -13%
SAM
960
Strategy Asset Managers
California
$611K +$27.6K +290 +5%
BIAS
961
Beacon Investment Advisory Services
New Jersey
$610K – – –
TW
962
TrinityPoint Wealth
Connecticut
$610K +$610K +6,400 New
BAM
963
Boyar Asset Management
New York
$607K – – –
SBH
964
Segall Bryant & Hamill
Illinois
$607K +$2.48K +26 +0.4%
PGWM
965
Parisi Gray Wealth Management
New Jersey
$601K -$28.3K -300 -4%
JWBC
966
John W. Bristol & Co
New York
$598K +$598K +6,270 New
SCP
967
Sandhill Capital Partners
New York
$597K -$26.5K -278 -4%
EB
968
Eastern Bank
Massachusetts
$596K – – –
MAFM
969
Mid Atlantic Financial Management
Pennsylvania
$595K +$595K +6,245 New
ACG
970
Allen Capital Group
Nebraska
$593K -$4.02K -40 -0.7%
HA
971
Halsey Associates
Connecticut
$587K +$587K +6,159 New
EM
972
Excalibur Management
Massachusetts
$586K -$14.3K -150 -2%
WI
973
Wintrust Investments
Illinois
$586K +$34.7K +364 +6%
BOTW
974
Bank of the West
California
$586K +$208K +2,186 +55%
RIM
975
Regent Investment Management
Kentucky
$581K -$9.53K -100 -2%
37 38
39
40 41