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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 %
GCA
1101
Gideon Capital Advisors
New York
$353K +$353K +3,699 New
BI
1102
Bredin Investment
Delaware
$352K – – –
VDBMI
1103
Van Den Berg Management I
Texas
$351K -$2.39K -25 -0.7%
PHAM
1104
Palisades Hudson Asset Management
Florida
$349K – – –
SWA
1105
Sutton Wealth Advisors
Florida
$349K -$2.38K -25 -0.7%
SBSB
1106
Sullivan, Bruyette, Speros & Blaney
Virginia
$348K – – –
BRWM
1107
B. Riley Wealth Management
Tennessee
$345K +$7.83K +82 +2%
CCM
1108
Cadence Capital Management
Massachusetts
$342K – – –
FLPIM
1109
F.L. Putnam Investment Management
Massachusetts
$339K -$31K -325 -8%
BCM
1110
BTR Capital Management
California
$339K +$14.3K +150 +4%
TIA
1111
Tiemann Investment Advisors
California
$338K +$95 +1 +0%
CA
1112
Continuum Advisory
Idaho
$337K -$84.5K -887 -20%
AWM
1113
Aevitas Wealth Management
Massachusetts
$337K -$84.4K -885 -20%
FAIM
1114
Financial Advocates Investment Management
Washington
$336K -$19.2K -202 -5%
TSS
1115
Two Sigma Securities
New York
$335K -$3.46M -36,222 -91%
PP
1116
Palladium Partners
Virginia
$334K -$66.5K -697 -17%
SC
1117
Saybrook Capital
North Carolina
$334K – – –
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$334K – – –
EVM
1119
Evelyn V. Moreno
$334K – – –
IUHSA
1120
Itau Unibanco Holding S.A.
Brazil
$334K +$14.1K +152 +4%
SWM
1121
SeaCrest Wealth Management
New York
$334K +$67K +702 +25%
PFS
1122
Physicians Financial Services
North Carolina
$334K +$334K +3,500 New
AWM
1123
Aries Wealth Management
Maine
$333K – – –
PG
1124
Patten Group
Tennessee
$332K +$2.86K +30 +0.9%
MHS
1125
M Holdings Securities
Oregon
$332K +$18.9K +198 +6%
43 44
45
46 47