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 %
JHP
1076
James Hambro & Partners
United Kingdom
$383K +$383K +4,015 New
FP
1077
Factorial Partners
New York
$381K – – –
TF
1078
Tompkins Financial
New York
$381K -$23.3K -245 -6%
BTNA
1079
Bremer Trust National Association
Minnesota
$380K +$9.52K +100 +3%
HBT
1080
Hills Bank & Trust
Iowa
$376K +$3.24K +34 +0.9%
BRWA
1081
B. Riley Wealth Advisors
Florida
$375K +$30.7K +322 +9%
WF
1082
WealthTrust Fairport
Ohio
$372K -$6.68K -70 -2%
HFM
1083
Harvest Fund Management
China
$372K +$153K +1,604 +70%
HIM
1084
Hillsdale Investment Management
Ontario, Canada
$370K – – –
WPC
1085
White Pine Capital
Minnesota
$369K – – –
WIM
1086
Wittenberg Investment Management
Massachusetts
$368K – – –
BFM
1087
Boothbay Fund Management
New York
$367K +$125K +1,315 +52%
Tudor Investment Corp
1088
Tudor Investment Corp
Connecticut
$366K -$14.9K -156 -4%
WMC
1089
Westwood Management Corporation
Illinois
$362K – – –
LW
1090
Linscomb Wealth
Texas
$362K +$104K +1,087 +40%
WEC
1091
Winslow Evans & Crocker
Massachusetts
$360K – – –
OC
1092
Oakworth Capital
Alabama
$360K +$53.4K +560 +17%
BP
1093
BBR Partners
New York
$359K +$177K +1,858 +97%
AIM
1094
Axiom Investment Management
New York
$359K +$359K +3,768 New
RM
1095
Resource Management
Louisiana
$358K +$26.8K +282 +8%
RMCM
1096
Reynders McVeigh Capital Management
Massachusetts
$354K -$6.2K -65 -2%
WG
1097
Welch Group
Alabama
$354K +$54.5K +572 +18%
EAM
1098
Evanson Asset Management
California
$353K +$11.4K +120 +3%
SIC
1099
Sigma Investment Counselors
Michigan
$353K +$24.9K +261 +8%
BAM
1100
Belpointe Asset Management
Nevada
$353K +$167K +1,751 +90%
42 43
44
45 46