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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 %
HCMNY
1026
Howard Capital Management (New York)
New York
$473K – – –
IA
1027
IFP Advisors
Florida
$472K -$86.6K -917 -16%
CAM
1028
Cresset Asset Management
Illinois
$472K +$472K +4,950 New
FSA
1029
Fort Sheridan Advisors
Illinois
$467K +$467K +4,897 New
AF
1030
Advisornet Financial
Minnesota
$466K -$13.4K -141 -3%
XS
1031
XR Securities
Illinois
$454K +$454K +4,759 New
RIL
1032
Rothschild Investment LLC
Illinois
$453K – – –
V
1033
VeraBank
Texas
$452K +$452K +4,743 New
KFS
1034
Kurt F. Somerville
$448K -$57.2K -600 -11%
BJL
1035
Brighton Jones LLC
Washington
$448K -$763 -8 -0.2%
MFG
1036
Magnus Financial Group
New York
$446K +$446K +4,674 New
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$445K +$666 +7 +0.1%
GAM
1038
Garrison Asset Management
Arkansas
$443K -$28.6K -300 -6%
SC
1039
Schulhoff & Co
Ohio
$443K – – –
AIC
1040
Ameritas Investment Company
Nebraska
$443K +$443K +4,649 New
LC
1041
Lavaca Capital
Texas
$442K +$442K +4,633 New
RI
1042
Ridgewood Investments
New Jersey
$440K – – –
LIM
1043
Leavell Investment Management
Alabama
$435K – – –
PFM
1044
Parsec Financial Management
North Carolina
$435K +$12.6K +132 +3%
MOS
1045
MGO One Seven
Ohio
$429K +$2.85K +30 +0.7%
PGAM
1046
Princeton Global Asset Management
New Jersey
$429K +$429K +4,500 New
WB
1047
WesBanco Bank
West Virginia
$425K +$9.53K +100 +2%
SAM
1048
Symphony Asset Management
California
$425K +$101K +1,064 +31%
TNB
1049
Thomasville National Bank
Georgia
$423K -$51.6K -541 -11%
KHLMTHM
1050
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$421K +$421K +4,418 New
40 41
42
43 44