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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 %
CPIA
1251
Cornell Pochily Investment Advisors
New York
$232K +$10K +105 +5%
PHS
1252
Pekin Hardy Strauss
Illinois
$232K +$232K +2,439 New
AB
1253
AT Bancorp
Iowa
$231K -$477 -5 -0.2%
LPT
1254
Legacy Private Trust
Wisconsin
$231K – – –
MC
1255
Montag & Caldwell
Georgia
$229K – – –
SFI
1256
SPC Financial Inc
Maryland
$228K – – –
CIP
1257
Convergence Investment Partners
Florida
$227K +$22.3K +233 +11%
FFSOTS
1258
Fiduciary Financial Services of The Southwest
Texas
$226K – – –
OAM
1259
Oak Asset Management
California
$226K – – –
WTB
1260
Washington Trust Bank
Washington
$224K – – –
CASB
1261
Cape Ann Savings Bank
Massachusetts
$224K – – –
FCAG
1262
First Capital Advisors Group
New Jersey
$223K -$32.6K -343 -13%
PAS
1263
Partnervest Advisory Services
California
$223K -$18.6K -195 -8%
CIC
1264
Cornercap Investment Counsel
Georgia
$222K – – –
WB
1265
Webster Bank
Connecticut
$222K – – –
BCM
1266
Brookstone Capital Management
Illinois
$221K +$221K +2,322 New
ESB
1267
Essex Savings Bank
Connecticut
$220K +$220K +2,303 New
JIP
1268
Jaffetilchin Investment Partners
Florida
$220K +$220K +2,313 New
NPA
1269
Nichols & Pratt Advisers
Massachusetts
$219K -$28.6K -300 -12%
AAIM
1270
Asset Advisors Investment Management
Georgia
$219K – – –
RMDI
1271
R.M. Davis Inc
Maine
$219K +$10.5K +110 +5%
PWP
1272
Principle Wealth Partners
Connecticut
$219K +$219K +2,298 New
GVAG
1273
Great Valley Advisor Group
Delaware
$218K +$218K +2,286 New
GIM
1274
Greylin Investment Management
Virginia
$217K – – –
SCA
1275
Stonebridge Capital Advisors
Minnesota
$217K +$4K +42 +2%
49 50
51
52 53