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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 %
ACA
1226
Anchor Capital Advisors
Massachusetts
$246K -$9.16K -96 -4%
HB
1227
Homrich & Berg
Georgia
$246K +$14.1K +148 +6%
AAM
1228
Aureus Asset Management
Massachusetts
$245K – – –
CAMG
1229
CWA Asset Management Group
Florida
$245K +$52.8K +555 +27%
SB
1230
Strategic Blueprint
Georgia
$245K +$245K +2,568 New
CIC
1231
Carnegie Investment Counsel
Ohio
$244K -$75.6K -794 -24%
BOPW
1232
Brandywine Oak Private Wealth
Pennsylvania
$243K +$243K +2,557 New
MIM
1233
Montgomery Investment Management
Maryland
$242K – – –
VWM
1234
Venturi Wealth Management
Texas
$240K -$5.97M -63,879 -96%
IOOF
1235
Independent Order of Foresters
Ontario, Canada
$240K -$2.87K -30 -1%
SLA
1236
Silver Lake Advisory
Utah
$240K +$381 +4 +0.2%
BOS
1237
Bingham Osborn & Scarborough
California
$240K +$3.72K +39 +2%
SIG
1238
Sargent Investment Group
Maryland
$240K +$240K +2,520 New
CA
1239
Centerpoint Advisors
Massachusetts
$239K – – –
PA
1240
Probity Advisors
Texas
$238K -$39.4K -414 -14%
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$238K -$13.3K -140 -5%
HIM
1242
Harbour Investment Management
Washington
$238K – – –
MWA
1243
Meridian Wealth Advisors
Texas
$238K +$238K +2,496 New
MPIA
1244
Mountain Pacific Investment Advisers
Idaho
$236K – – –
BHIA
1245
Birch Hill Investment Advisors
Massachusetts
$236K – – –
NNP
1246
Nachman Norwood & Parrott
South Carolina
$234K +$234K +2,460 New
NEGWA
1247
New England Guild Wealth Advisors
Connecticut
$233K – – –
MFT
1248
Moisand Fitzgerald Tamayo
Florida
$233K – – –
DP
1249
Dearborn Partners
Illinois
$232K -$11.5K -121 -5%
EGA
1250
E&G Advisors
Texas
$232K – – –
48 49
50
51 52