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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 %
VAG
1151
VisionPoint Advisory Group
Texas
$299K +$299K +3,137 New
APW
1152
Acima Private Wealth
Virginia
$299K +$299K +3,138 New
HPC
1153
Hobart Private Capital
North Carolina
$298K +$40.4K +424 +16%
FNBOH
1154
First National Bank of Hutchinson
Kansas
$298K – – –
FCBT
1155
First Citizens Bank & Trust
North Carolina
$297K +$2.19K +23 +0.7%
Cetera Investment Advisers
1156
Cetera Investment Advisers
Illinois
$297K +$297K +3,074 New
BWA
1157
Burt Wealth Advisors
Maryland
$296K – – –
SIC
1158
Salem Investment Counselors
North Carolina
$295K -$1.15K -12 -0.4%
AB
1159
Atlas Brown
Kentucky
$295K – – –
LA
1160
LVW Advisors
New York
$294K +$11.8K +124 +4%
CAM
1161
Cypress Asset Management
Texas
$291K -$11.9K -125 -4%
RIM
1162
Reliant Investment Management
Tennessee
$291K – – –
NAMP
1163
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$291K – – –
TL
1164
TrueWealth LLC
Georgia
$290K – – –
FFBTD
1165
First Financial Bank - Trust Division
Ohio
$290K – – –
AAM
1166
Autus Asset Management
Arizona
$290K – – –
ATC
1167
Adirondack Trust Company
New York
$289K -$2K -21 -0.7%
PSG
1168
Planning Solutions Group
Maryland
$287K +$287K +3,006 New
SMH
1169
Sanders Morris Harris
Texas
$286K -$16.2K -170 -5%
SICM
1170
Sustainable Insight Capital Management
New York
$286K – – –
1IA
1171
1834 Investment Advisors
Wisconsin
$286K – – –
MHIM
1172
MacNealy Hoover Investment Management
Ohio
$286K – – –
VCM
1173
Violich Capital Management
California
$286K – – –
ACM
1174
AUA Capital Management
Pennsylvania
$286K – – –
IWP
1175
Icon Wealth Partners
Texas
$286K +$84.4K +887 +42%
45 46
47
48 49