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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 %
BP
1001
Ballentine Partners
Massachusetts
$521K +$2.1K +22 +0.4%
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$516K +$46.1K +483 +10%
SSWM
1003
Sheets Smith Wealth Management
North Carolina
$515K -$15.5K -163 -3%
OCM
1004
Osterweis Capital Management
California
$512K -$95.3K -1,000 -16%
DSC
1005
Duncker Streett & Co
Missouri
$507K -$28.6K -300 -5%
MFW
1006
Meristem Family Wealth
Minnesota
$507K +$3.34K +35 +0.7%
RCC
1007
Red Cedar Capital
Nebraska
$505K – – –
AL
1008
Aspiriant LLC
California
$503K +$40.3K +423 +9%
QI
1009
Qtron Investments
Massachusetts
$503K +$503K +5,277 New
OWA
1010
Outlook Wealth Advisors
Texas
$502K +$502K +526 New
RC
1011
RegentAtlantic Capital
New Jersey
$501K +$108K +1,130 +27%
FI
1012
Fosun International
China
$498K +$166K +1,755 +50%
ERIM
1013
Eagle Ridge Investment Management
Connecticut
$496K – – –
PGCM
1014
Prescott Group Capital Management
Oklahoma
$496K +$66.8K +700 +16%
CWM
1015
Cornerstone Wealth Management
Missouri
$495K -$41.2M -432,284 -99%
WA
1016
WP Advisors
California
$494K +$1.72K +18 +0.3%
Capstone Investment Advisors
1017
Capstone Investment Advisors
New York
$493K +$468K +4,912 +1,875%
EWM
1018
Evermay Wealth Management
Virginia
$492K +$131K +1,380 +36%
FAM
1019
Fred Alger Management
New York
$489K +$476K +5,000 +3,759%
AL
1020
Arnhold LLC
New York
$488K – – –
HCM
1021
Hall Capital Management
Rhode Island
$478K +$478K +5,017 New
HAI
1022
Hennessy Advisors Inc
California
$477K -$763K -8,000 -62%
FCCM
1023
First City Capital Management
Georgia
$475K -$1.43K -15 -0.3%
DCM
1024
Donaldson Capital Management
Indiana
$474K -$93.7K -983 -17%
AF
1025
Arrow Financial
New York
$473K – – –
39 40
41
42 43