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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 %
QAM
1501
QCI Asset Management
New York
$6K – – –
JGIA
1502
Jackson Grant Investment Advisers
Connecticut
$6K +$6K +61 New
CCM
1503
Cribstone Capital Management
Maine
$5K +$5K +50 New
PHK
1504
Point72 Hong Kong
Hong Kong
$4K -$120K -1,381 -97%
ONST
1505
Old North State Trust
North Carolina
$4K -$5.78K -65 -59%
HCM
1506
Horrell Capital Management
Arkansas
$4K – – –
GTAM
1507
Global Trust Asset Management
Florida
$4K – – –
TFA
1508
Transamerica Financial Advisors
Florida
$4K +$1.43K +15 +56%
CT
1509
Chicago Trust
Illinois
$3.44K -$35 -365 -1%
NS
1510
NewDay Solutions
New Hampshire
$3K +$3K +33 New
ACA
1511
Ackerman Capital Advisors
Texas
$3K +$3K +285,960 New
CWA
1512
Clarus Wealth Advisors
Arizona
$2K -$218K -2,619 -99%
LWA
1513
Lowe Wealth Advisors
Maryland
$2K – – –
CIR
1514
Clear Investment Research
Georgia
$2K – – –
UB
1515
UMB Bank
Missouri
$1.93K -$26 -272 -1%
NA
1516
NewEdge Advisors
Louisiana
$1K +$213 +2,230 +27%
RCG
1517
Ruggie Capital Group
Florida
$1K +$1K +6 New
FPS
1518
Fieldpoint Private Securities
Connecticut
$1K +$1K +12 New
WA
1519
WBH Advisory
Maryland
$646 -$52 -548 -7%
TWM
1520
Titus Wealth Management
California
$254 -$5 -50 -2%
IVA
1521
International Value Advisers
– -$34.6M -324,692 Closed
IL
1522
Investure LLC
Virginia
– -$21.2M -198,845 Closed
Susquehanna International Group
1523
Susquehanna International Group
Pennsylvania
– -$14.9M -140,307 Closed
WM
1524
WS Management
Florida
– -$10.6M -100,000 Closed
DY
1525
Dowling & Yahnke
California
– -$7.5M -70,414 Closed
59 60
61
62 63