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American Express
AXP

Overview Fund Activity

1,260 hedge funds and large institutions have $62.5B invested in American Express in 2017 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 394 increasing their positions, 543 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,260
Holders Change
+9
Holders Change %
+0.72%
% of All Funds
31.46%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.3%
New
90
Increased
394
Reduced
543
Closed
71
Calls
$668M
Puts
$922M
Net Calls
-$254M
Net Calls Change
-$109M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
$868M
2
Renaissance Technologies
Renaissance Technologies
New York
$102M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$94.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.9M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Goldman Sachs
Goldman Sachs
New York
$308M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$590M
4
Citadel Advisors
Citadel Advisors
Florida
$3.38M
5
State Street
State Street
Massachusetts
$3.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Carret Asset Management
New York
$6M +$191K +2,268 +3%
Millennium Management
377
Millennium Management
New York
$5.98M -$2.17M -25,742 -27%
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$5.95M -$588K -6,900 -9%
RCM
379
RNC Capital Management
California
$5.92M +$172K +2,036 +3%
WAM
380
World Asset Management
Michigan
$5.9M -$934K -11,085 -14%
AP
381
AHL Partners
United Kingdom
$5.87M +$427K +5,064 +8%
SGI
382
Summit Global Investments
Utah
$5.87M +$171K +2,032 +3%
Daiwa Securities Group
383
Daiwa Securities Group
Japan
$5.78M -$153K -1,820 -3%
V
384
ValueWorks
New York
$5.73M -$29.4K -349 -0.5%
CAM
385
Cubic Asset Management
Massachusetts
$5.58M +$24K +285 +0.4%
SI
386
Stephens Inc
Arkansas
$5.53M +$17.2K +204 +0.3%
GIM
387
Goelzer Investment Management
Indiana
$5.45M +$91.8K +1,090 +2%
BC
388
Bartlett & Co
Ohio
$5.42M -$49.7K -590 -0.9%
LPC
389
Loeb Partners Corp
New York
$5.41M +$4.7M +55,800 +664%
Creative Planning
390
Creative Planning
Kansas
$5.4M +$95.4K +1,133 +2%
MCM
391
Matarin Capital Management
New York
$5.38M +$825K +9,794 +18%
PA
392
Pastel & Associes
France
$5.36M -$303K -3,600 -5%
CB
393
Chemical Bank
Michigan
$5.36M -$52.2K -620 -1%
IIC
394
Ironwood Investment Counsel
Arizona
$5.35M +$235K +2,790 +5%
SMI
395
Shelter Mutual Insurance
Missouri
$5.33M – – –
1SB
396
1ST Source Bank
Indiana
$5.19M -$27.5K -326 -0.5%
SIM
397
Sentry Investment Management
Wisconsin
$5.11M +$53.2K +632 +1%
DWT
398
Dorsey & Whitney Trust
South Dakota
$5.1M +$229K +2,721 +5%
FQ
399
First Quadrant
California
$5.09M -$2.19M -25,992 -30%
IGGA
400
Iron Gate Global Advisors
Utah
$5.07M +$5.07M +60,237 New
14 15
16
17 18