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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 %
Arrowstreet Capital
1176
Arrowstreet Capital
Massachusetts
$286K +$286K +3,000 New
CC
1177
Centiva Capital
New York
$285K +$144K +1,511 +102%
HPC
1178
HM Payson & Co
Maine
$284K -$7.26M -76,123 -96%
LNC
1179
Lincoln National Corp
Pennsylvania
$282K +$21.4K +225 +8%
MCTIC
1180
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$281K – – –
CL
1181
CPWM LLC
Washington
$280K -$4.39K -46 -2%
AC
1182
Abbrea Capital
California
$279K – – –
WPC
1183
Waters Parkerson & Co
Louisiana
$278K -$5.82K -61 -2%
CA
1184
Cambridge Advisors
Nebraska
$277K -$4.76K -50 -2%
CAG
1185
Crestwood Advisors Group
Massachusetts
$277K – – –
HWA
1186
Heritage Wealth Advisors
Virginia
$276K – – –
SLT
1187
St Louis Trust
Missouri
$275K – – –
SAM
1188
SignalPoint Asset Management
Missouri
$272K -$6.59K -69 -2%
M
1189
MOTCO
Texas
$272K – – –
NL
1190
NWAM LLC
Washington
$271K -$37.2K -390 -12%
VBFG
1191
Vishria Bird Financial Group
Tennessee
$271K – – –
ACM
1192
AlphaStar Capital Management
North Carolina
$270K -$28K -294 -9%
AAS
1193
Avantax Advisory Services
Texas
$268K +$268K +2,796 New
TL
1194
Tirschwell & Loewy
New York
$267K – – –
RHAM
1195
Round Hill Asset Management
California
$267K – – –
MIP
1196
Marietta Investment Partners
Wisconsin
$267K – – –
NFG
1197
Nations Financial Group
Iowa
$267K +$286 +3 +0.1%
SFS
1198
Strategic Financial Services
New York
$267K +$44.3K +465 +20%
AA
1199
Advisory Alpha
Michigan
$267K +$267K +2,534 New
JA
1200
JOYN Advisors
Georgia
$266K -$47.5K -499 -15%
46 47
48
49 50