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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 %
TAM
1276
Trillium Asset Management
Massachusetts
$216K -$12.1K -127 -5%
FGC
1277
Financial Gravity Companies
Texas
$215K +$215K +2,089 New
IC
1278
Intersect Capital
California
$215K +$215K +2,260 New
PWW
1279
Pettyjohn Wood & White
Virginia
$214K – – –
WCM
1280
Whitener Capital Management
North Carolina
$214K – – –
ACA
1281
Atlas Capital Advisors
Wyoming
$214K +$90.5K +949 +74%
MFW
1282
Mosaic Family Wealth
Missouri
$213K +$1.05K +11 +0.5%
HH
1283
Hilltop Holdings
Texas
$212K -$25.5K -268 -11%
SFM
1284
Signature Financial Management
Virginia
$212K – – –
SFS
1285
Sowell Financial Services
Arkansas
$212K +$12.6K +132 +6%
GLLW
1286
Graves Light Lenhart Wealth
Virginia
$212K +$212K +2,219 New
CYG
1287
Clean Yield Group
Vermont
$211K – – –
RW
1288
REDW Wealth
New Mexico
$210K – – –
CH
1289
Canton Hathaway
Rhode Island
$210K – – –
OIA
1290
Optimum Investment Advisors
Illinois
$209K – – –
MCM
1291
MAI Capital Management
Ohio
$209K +$5.43K +57 +3%
PV
1292
Private Vista
Illinois
$208K – – –
ME
1293
McIlrath & Eck
Washington
$208K +$186K +1,950 +826%
PL
1294
Perpetual Ltd
Australia
$207K – – –
NBG
1295
Nancy B. Gardiner
$207K – – –
HWA
1296
HCR Wealth Advisors
California
$207K – – –
RFA
1297
Reilly Financial Advisors
California
$206K +$10.5K +110 +5%
HDIM
1298
Hanson & Doremus Investment Management
Vermont
$205K -$14.3K -150 -7%
BG
1299
Bahl & Gaynor
Ohio
$205K – – –
PL
1300
Plancorp LLC
Missouri
$205K +$3.04K +32 +2%
50 51
52
53 54