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 %
BPWA
1126
Beacon Pointe Wealth Advisors
California
$331K +$331K +3,461 New
ACM
1127
Allred Capital Management
Texas
$327K +$327K +3,437 New
IPW
1128
Inlet Private Wealth
Florida
$324K +$324K +3,400 New
KB
1129
Kimelman & Baird
New York
$323K +$19.5K +204 +6%
WCM
1130
Weik Capital Management
Pennsylvania
$322K – – –
GWS
1131
Glassman Wealth Services
Virginia
$322K – – –
CSA
1132
Cottage Street Advisors
Massachusetts
$321K – – –
MRCM
1133
M&R Capital Management
New Jersey
$320K +$191 +2 +0.1%
LSAG
1134
Lake Street Advisors Group
New Hampshire
$320K +$16.5K +173 +5%
DI
1135
Diligent Investors
California
$319K -$27.9K -293 -8%
NA
1136
Nottingham Advisors
New York
$318K – – –
SRC
1137
Shufro Rose & Co
New York
$318K – – –
FCA
1138
FinTrust Capital Advisors
South Carolina
$317K +$317K +3,326 New
SNT
1139
Security National Trust
West Virginia
$316K -$28.6K -300 -8%
NWP
1140
Northstar Wealth Partners
Connecticut
$316K +$381 +4 +0.1%
TSWM
1141
Triangle Securities Wealth Management
North Carolina
$315K – – –
CCMD
1142
Cypress Capital Management (Delaware)
Delaware
$315K – – –
ATFA
1143
All Terrain Financial Advisors
Minnesota
$311K – – –
WPW
1144
Waldron Private Wealth
Pennsylvania
$311K +$111K +1,167 +56%
OIA
1145
OneDigital Investment Advisors
Kansas
$310K +$250K +2,624 +417%
WWM
1146
Windsor Wealth Management
Indiana
$309K +$28.7K +301 +10%
GAM
1147
Gemmer Asset Management
California
$308K +$240K +2,523 +356%
SBWM
1148
Sunflower Bank Wealth Management
Arizona
$304K – – –
GW
1149
GW & Wade
Massachusetts
$304K +$286 +3 +0.1%
TFS
1150
Thoroughbred Financial Services
Tennessee
$301K +$301K +3,161 New
44 45
46
47 48