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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 %
ZCM
1051
Zebra Capital Management
Connecticut
$419K -$59.7K -627 -12%
HFM
1052
Hartford Financial Management
Connecticut
$418K -$221K -2,315 -35%
BMC
1053
Benin Management Corp
Connecticut
$415K +$16.7K +175 +4%
LWM
1054
Lyell Wealth Management
California
$413K – – –
JFL
1055
Jarislowsky, Fraser Ltd
Quebec, Canada
$411K -$38K -400 -8%
IWS
1056
Insight Wealth Strategies
California
$411K +$411K +4,312 New
GWMIA
1057
Global Wealth Management Investment Advisory
Florida
$408K +$408K +4,278 New
FHA
1058
Flagship Harbor Advisors
Massachusetts
$406K -$78.5K -824 -16%
SCM
1059
Stellar Capital Management
Arizona
$406K – – –
BFC
1060
Blue Fin Capital
Rhode Island
$400K -$8.1K -85 -2%
TWA
1061
TCI Wealth Advisors
Arizona
$400K -$7.52K -79 -2%
GCP
1062
GSA Capital Partners
United Kingdom
$399K -$461K -4,837 -54%
SCP
1063
Silverleafe Capital Partners
Tennessee
$399K – – –
ST
1064
Spinnaker Trust
Maine
$399K – – –
EWA
1065
EP Wealth Advisors
California
$399K +$47.5K +498 +14%
MAM
1066
Magellan Asset Management
Australia
$398K – – –
CPO
1067
Cerity Partners OCIO
New York
$396K +$381 +4 +0.1%
MWP
1068
MYCIO Wealth Partners
Pennsylvania
$394K +$4.87K +51 +1%
AIM
1069
Aspen Investment Management
Michigan
$393K +$28.6K +300 +8%
BIA
1070
Bigelow Investment Advisors
Maine
$392K -$4.76K -50 -1%
WA
1071
Wheatland Advisors
Pennsylvania
$391K – – –
LWAC
1072
Laurel Wealth Advisors (California)
California
$391K +$15.3K +161 +4%
SYBT
1073
Stock Yards Bank & Trust
Kentucky
$387K -$102K -1,070 -21%
SCM
1074
Stonebridge Capital Management
California
$386K +$19.1K +200 +5%
BIM
1075
Barton Investment Management
Pennsylvania
$384K – – –
41 42
43
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