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
$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 %
PCIA
1476
Prime Capital Investment Advisors
Kansas
$16K +$16K +172 New
AQA
1477
Alpha Quant Advisors
Texas
$16K +$16K +173 New
EWM
1478
Edge Wealth Management
New York
$15K -$487 -5 -3%
FPFS
1479
First Personal Financial Services
North Carolina
$14K +$14K +150 New
BWL
1480
Bogart Wealth LLC
Virginia
$13K – – –
SGAM
1481
Smith Group Asset Management
Texas
$13K – – –
LFG
1482
Larson Financial Group
Missouri
$13K +$13K +137 New
AFIA
1483
America First Investment Advisors
Nebraska
$11K – – –
BBA
1484
Braun-Bostich & Associates
Pennsylvania
$11K – – –
SCA
1485
Stuart Chaussee & Associates
California
$10K – – –
TWMP
1486
Taylor Wealth Management Partners
Massachusetts
$10K – – –
1NWS
1487
1 North Wealth Services
Maryland
$10K +$10K +102 New
EIM
1488
Essex Investment Management
Massachusetts
$10K +$10K +106 New
Schroder Investment Management Group
1489
Schroder Investment Management Group
United Kingdom
$9.89K -$5.74K -60,228 -37%
HR
1490
Howe & Rusling
New York
$9K -$1.41K -15 -14%
W
1491
WealthOne
New York
$9K +$9K +94 New
AIL
1492
AGF Investments LLC
Ontario, Canada
$8K -$15.3K -164 -66%
KL
1493
KWMG LLC
Kansas
$8K – – –
POIA
1494
Pin Oak Investment Advisors
Texas
$8K – – –
EWA
1495
ERTS Wealth Advisors
Michigan
$8K +$8K +82 New
EWM
1496
Executive Wealth Management
Michigan
$8K +$8K +85 New
TJHA
1497
Thomas J. Herzfeld Advisors
Florida
$7K -$1.83K -18 -21%
TNBTD
1498
Trustmark National Bank Trust Department
Mississippi
$7K – – –
OSNBOA
1499
Old Second National Bank of Aurora
Illinois
$7K – – –
FRA
1500
Front Row Advisors
California
$6K – – –
58 59
60
61 62