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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 %
CC
1451
Claybrook Capital
Massachusetts
$29K -$55.5K -591 -66%
MFBTD
1452
MB Financial Bank - Trust Department
Illinois
$29K – – –
TAIM
1453
TD Ameritrade Investment Management
Nebraska
$29K +$15.9K +169 +121%
WDL
1454
Well Done LLC
Michigan
$29K +$29K +309 New
TCCM
1455
Timber Creek Capital Management
Massachusetts
$28K – – –
SIM
1456
Sonora Investment Management
Arizona
$26K – – –
JFA
1457
JNBA Financial Advisors
Minnesota
$26K +$26K +272 New
SL
1458
Salomon & Ludwin
Virginia
$26K +$26K +273 New
PRC
1459
Pearl River Capital
Michigan
$25K +$25K +264 New
AWMS
1460
Advocacy Wealth Management Services
Georgia
$24K – – –
CA
1461
Crewe Advisors
Utah
$23K +$95 +1 +0.4%
GEA
1462
Glen Eagle Advisors
New Jersey
$22.1K +$22.1K +232 New
AA
1463
AlphaMark Advisors
Kentucky
$21K – – –
CBT
1464
Capital Bank & Trust
California
$20K – – –
GWA
1465
Guidant Wealth Advisors
Illinois
$19K -$1.62K -17 -8%
LGWM
1466
Litman Gregory Wealth Management
California
$19K – – –
TC
1467
Trust Company
Kansas
$19K – – –
SA
1468
SRH Advisors
Kansas
$19K – – –
ICOM
1469
Investment Counselors of Maryland
Maryland
$19K – – –
ARMC
1470
American Research & Management Company
Massachusetts
$19K +$19K +200 New
HI
1471
Hudock Inc
Pennsylvania
$18K – – –
RWG
1472
Regal Wealth Group
California
$18K – – –
Credit Agricole
1473
Credit Agricole
France
$17K – – –
BG
1474
Bollard Group
Massachusetts
$16K +$96 +1 +0.6%
Rockefeller Capital Management
1475
Rockefeller Capital Management
New York
$16K +$16K +164 New
57 58
59
60 61