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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
1
Fidelity Investments
Massachusetts
$2.34B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$755M
3
CAM
3
Close Asset Management
United Kingdom
$131M
4
SC
4
Samlyn Capital
New York
$123M
5
Citadel Advisors
5
Citadel Advisors
Florida
$146M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.29B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.79B
3
TP
3
Third Point
New York
$276M
4
FPP
4
Findlay Park Partners
United Kingdom
$257M
5
FPA
5
First Pacific Advisors
California
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1601
Divergent Wealth Advisors
Utah
– -$80K -750 Closed
ICM
1602
IMS Capital Management
Oregon
– -$75K -700 Closed
SFM
1603
Signet Financial Management
New Jersey
– -$70K -659 Closed
KF
1604
Krilogy Financial
Missouri
– -$65K -612 Closed
TC
1605
Trilogy Capital
California
– -$51K -478 Closed
MUS
1606
Mitsubishi UFJ Securities
Japan
– -$49K -460 Closed
SIS
1607
Sound Income Strategies
Florida
– -$48K -450 Closed
TG
1608
TLP Group
Illinois
– -$25K -235 Closed
EA
1609
Elm Advisors
California
– -$21K -195 Closed
GP
1610
Girard Partners
Pennsylvania
– -$20K -189 Closed
OGC
1611
Oak Grove Capital
New Hampshire
– -$16K -150 Closed
OWA
1612
One Wealth Advisors
California
– -$8K -79 Closed
CFD
1613
Creative Financial Designs
Indiana
– -$7K -66 Closed
OBWP
1614
O'Brien Wealth Partners
Massachusetts
– -$6K -60 Closed
PAMG
1615
Patton Albertson Miller Group
Tennessee
– -$4K -35 Closed
TVWM
1616
Tower View Wealth Management
Wisconsin
– -$2K -21 Closed
MWM
1617
MinichMacGregor Wealth Management
New York
– -$2K -21 Closed
SCM
1618
Southport Capital Management
Tennessee
– -$2K -17 Closed
MCM
1619
Monument Capital Management
Virginia
– -$2K -15 Closed
CF
1620
Centaurus Financial
California
– -$161 -2 Closed
CAM
1621
CenterStar Asset Management
Illinois
– -$173K – –
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