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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 %
TCM
1576
Tufton Capital Management
Maryland
– -$231K -2,178 Closed
IRC
1577
Investors Research Corp
Georgia
– -$222K -2,088 Closed
WIA
1578
Westbourne Investment Advisors
Maryland
– -$218K -2,050 Closed
SMC
1579
Smith, Moore & Co
Missouri
– -$213K -2,001 Closed
HA
1580
Harbor Advisors
Florida
– -$213K -2,000 Closed
HCM
1581
HGI Capital Management
New York
– -$213K -2,000 Closed
CFSG
1582
Community Financial Services Group
Vermont
– -$213K -2,000 Closed
RGNCM
1583
R.G. Niederhoffer Capital Management
New York
– -$213K -2,000 Closed
HCMT
1584
Highland Capital Management (Texas)
Texas
– -$213K -2,000 Closed
CCM
1585
Compass Capital Management
Minnesota
– -$211K -1,985 Closed
GHAM
1586
Gilman Hill Asset Management
Connecticut
– -$209K -1,965 Closed
FMW
1587
Farr Miller & Washington
District of Columbia
– -$208K -1,950 Closed
JT
1588
Jump Trading
Illinois
– -$207K -1,940 Closed
WA
1589
Wealth Architects
California
– -$206K -1,931 Closed
CCM
1590
Condor Capital Management
New Jersey
– -$204K -1,911 Closed
NP
1591
NS Partners
United Kingdom
– -$202K -1,900 Closed
AAM
1592
American Asset Management
Florida
– -$202K -1,899 Closed
ZB
1593
Zions Bancorporation
Utah
– -$186K -1,749 Closed
APP
1594
Avantax Planning Partners
Iowa
– -$177K -1,661 Closed
KJWM
1595
Kiley Juergens Wealth Management
Washington
– -$164K -1,547 Closed
MWPCG
1596
Measured Wealth Private Client Group
New Hampshire
– -$148K -1,402 Closed
SWMG
1597
Signature Wealth Management Group
Georgia
– -$132K -1,301 Closed
CPIG
1598
Chicago Partners Investment Group
Illinois
– -$124K -1,221 Closed
AA
1599
Ancora Advisors
Ohio
– -$106K -992 Closed
WC
1600
Whitney & Co
New York
– -$104K -955 Closed
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