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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 %
HCC
976
Hirtle Callaghan & Co
Pennsylvania
$581K – – –
LFAS
977
Level Four Advisory Services
Texas
$579K +$94.4K +991 +19%
PVWM
978
Point View Wealth Management
New Jersey
$578K -$1.53K -16 -0.3%
RT
979
Rockland Trust
Massachusetts
$578K +$70.7K +742 +14%
LWANC
980
Laurel Wealth Advisors (North Carolina)
North Carolina
$578K +$578K +6,066 New
SWA
981
Stratos Wealth Advisors
Ohio
$574K +$574K +6,018 New
B
982
Barings
North Carolina
$573K – – –
BHB
983
Bank Hapoalim BM
Israel
$573K – – –
WC
984
Weil Company
California
$572K – – –
GC
985
Garde Capital
Washington
$571K +$4.19K +44 +0.7%
MGIA
986
Moneta Group Investment Advisors
Missouri
$570K +$8.2K +86 +1%
SCA
987
Sippican Capital Advisors
Massachusetts
$567K +$90.5K +950 +19%
CC
988
Chicago Capital
Illinois
$565K – – –
SCI
989
S&CO Inc
Massachusetts
$562K – – –
PC
990
Palo Capital
California
$561K +$4.57K +48 +0.8%
ITIM
991
Indiana Trust & Investment Management
Indiana
$560K -$16.2K -170 -3%
SVWA
992
Sound View Wealth Advisors
Georgia
$555K +$555K +5,827 New
IAA
993
Independent Advisor Alliance
North Carolina
$546K +$36.6K +384 +7%
FPA
994
First Pacific Advisors
California
$543K -$150M -1,577,445 -100%
NFG
995
Next Financial Group
Texas
$540K -$957K -10,037 -64%
WT
996
Washington Trust
Rhode Island
$537K – – –
HC
997
HNP Capital
New York
$536K +$536K +5,625 New
CS
998
Comerica Securities
Michigan
$532K +$26.6K +279 +5%
CS
999
Cannell & Spears
New York
$529K – – –
QCM
1000
Quantinno Capital Management
New York
$529K +$529K +5,547 New
38 39
40
41 42