AXP icon

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 %
PAMU
1376
Pictet Asset Management (UK)
United Kingdom
$93.8K -$14.6K -152,643 -13%
JWA
1377
JFS Wealth Advisors
Pennsylvania
$93K – – –
MC
1378
Machina Capital
France
$93K +$93K +978 New
BWM
1379
Baystate Wealth Management
Massachusetts
$91K +$200 +2 +0.2%
DWM
1380
Destination Wealth Management
California
$89K +$4.86K +51 +6%
AC
1381
Avestar Capital
New York
$87K -$12.2K -159 -12%
THWM
1382
Taylor Hoffman Wealth Management
Virginia
$87K -$4.3K -45 -5%
BCA
1383
Berman Capital Advisors
Georgia
$87K +$87K +917 New
AF
1384
Allworth Financial
California
$84K +$11.7K +123 +16%
CA
1385
Claro Advisors
Massachusetts
$82K +$82K +767 New
EWM
1386
Endurance Wealth Management
Rhode Island
$81K – – –
LFA
1387
Legacy Financial Advisors
Kentucky
$79K +$8.34K +88 +12%
PCP
1388
Proficio Capital Partners
Massachusetts
$78K +$33.4K +352 +75%
EAM
1389
Exane Asset Management
France
$77.4K +$77.4K +812 New
AP
1390
Arlington Partners
Alabama
$77K +$478 +5 +0.6%
IWA
1391
Intercontinental Wealth Advisors
Texas
$76K +$76K +800 New
PFGIA
1392
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$33.7K +352 +81%
WANY
1393
Wealthspire Advisors (New York)
New York
$75K +$75K +791 New
1832 Asset Management
1394
1832 Asset Management
Ontario, Canada
$73K +$43.8K +460 +150%
MWM
1395
Mascoma Wealth Management
New Hampshire
$71K -$23.8K -250 -25%
SIAS
1396
Shine Investment Advisory Services
Colorado
$71K – – –
IF
1397
Ironwood Financial
Arizona
$70K +$11.4K +119 +19%
RA
1398
Rational Advisors
New York
$70K +$35K +365 +100%
Group One Trading
1399
Group One Trading
Illinois
$69K – – –
TCM
1400
Tradewinds Capital Management
Washington
$69K – – –
54 55
56
57 58