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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
$2.34B
2
ECU
Egerton Capital (UK)
United Kingdom
$755M
3
CAM
Close Asset Management
United Kingdom
$131M
4
SC
Samlyn Capital
New York
$123M
5
Citadel Advisors
Citadel Advisors
Florida
$146M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.29B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B
3
TP
Third Point
New York
$276M
4
FPP
Findlay Park Partners
United Kingdom
$257M
5
FPA
First Pacific Advisors
California
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1426
PRW Wealth Management
Massachusetts
$42K +$42K +444 New
CWM
1427
Catamount Wealth Management
Connecticut
$41K – – –
GT
1428
Glenmede Trust
Pennsylvania
$40.9K -$1.43K -14,955 -3%
WPA
1429
West Paces Advisors
Georgia
$39.3K – – –
PCTC
1430
Perkins Coie Trust Company
Washington
$39K – – –
AWM
1431
AllSquare Wealth Management
New York
$39K +$10.6K +111 +37%
MIFH
1432
Migdal Insurance & Financial Holdings
Israel
$38K -$12.2M -128,039 -100%
AP
1433
Atwood & Palmer
Missouri
$38K – – –
CPA
1434
Cowen Prime Advisors
New York
$38K – – –
WAS
1435
WESPAC Advisors SoCal
California
$38K +$28.6K +305 +305%
VCM
1436
Vigilant Capital Management
Maine
$38K +$38K +400 New
CIAS
1437
Capital Investment Advisory Services
North Carolina
$37K +$37K +386 New
EFSCE
1438
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
EARNEST Partners
1439
EARNEST Partners
Georgia
$34K – – –
FPB
1440
First PREMIER Bank
South Dakota
$34K +$9.58K +100 +39%
SFSIG
1441
San Francisco Sentry Investment Group
California
$33K -$384 -4 -1%
BWA
1442
BDO Wealth Advisors
Florida
$33K – – –
SIA
1443
Sit Investment Associates
Minnesota
$32K – – –
JAM
1444
JCIC Asset Management
Ontario, Canada
$32K – – –
HI
1445
Human Investing
Oregon
$32K +$32K +339 New
PI
1446
PineBridge Investments
New York
$31K +$2.26K +24 +8%
CFA
1447
Clarfeld Financial Advisors
New York
$31K +$31K +330 New
TIM
1448
Tortoise Investment Management
New York
$30K – – –
WCM
1449
WealthBridge Capital Management
Ohio
$30K +$30K +319 New
TRCT
1450
Tower Research Capital (TRC)
New York
$29K -$4.12M -43,616 -99%
56 57
58
59 60