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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 %
SC
1326
Sawyer & Company
Massachusetts
$171K – – –
AAMU
1327
Amundi Asset Management US
Massachusetts
$165K -$25.7K -270,067 -14%
CB
1328
CNB Bank
Pennsylvania
$158K +$13.3K +140 +9%
GSC
1329
G&S Capital
Colorado
$157K – – –
FANJ
1330
Financial Architects (New Jersey)
New Jersey
$157K +$1.52K +16 +1%
FNC
1331
First National Corp
Massachusetts
$155K +$155K +1,624 New
MAM
1332
Meeder Asset Management
Ohio
$154K +$154K +1,611 New
TI
1333
Truehand Inc
New Hampshire
$153K +$153K +1,600 New
CI
1334
CX Institutional
Indiana
$152K +$152K +1,594 New
CHC
1335
City Holding Co
West Virginia
$151K – – –
ACS
1336
Archford Capital Strategies
Illinois
$151K +$28.5K +298 +23%
CAW
1337
Cornerstone Advisors (Washington)
Washington
$150K +$8.67K +91 +6%
SFA
1338
Semmax Financial Advisors
North Carolina
$149K +$149K +1,562 New
KPW
1339
Kore Private Wealth
New York
$149K +$149K +1,564 New
WAP
1340
Wealthcare Advisory Partners
Pennsylvania
$146K -$7.13K -75 -5%
IBOK
1341
Independence Bank of Kentucky
Kentucky
$145K -$9.51K -100 -6%
FFW
1342
Fusion Family Wealth
New York
$145K -$4.67K -49 -3%
FFC
1343
First Financial Corp
Indiana
$145K – – –
PO
1344
Private Ocean
California
$145K +$9.92K +104 +7%
VIM
1345
Veritas Investment Management
United Kingdom
$143K – – –
BCM
1346
Blume Capital Management
California
$143K – – –
SIAP
1347
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K – – –
DAM
1348
Delta Asset Management
Tennessee
$138K – – –
CFG
1349
CKW Financial Group
Hawaii
$133K -$9.5K -100 -7%
FHA
1350
First Horizon Advisors
Tennessee
$132K -$77.6K -820 -37%
52 53
54
55 56