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American Express
AXP

Overview Fund Activity

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Citadel Advisors
Citadel Advisors
Florida
+$149M
3
TAM
Troy Asset Management
United Kingdom
+$145M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$86.8M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$308M
2
BlackRock
BlackRock
New York
-$215M
3
T
Thomaspartners
Massachusetts
-$200M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$185M
5
Renaissance Technologies
Renaissance Technologies
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$4.66M -$96.1K -1,062 -2%
EIP
427
Epoch Investment Partners
New York
$4.66M +$1.52M +16,754 +48%
AUB
428
Atlantic Union Bankshares
Virginia
$4.59M -$79.3K -877 -2%
GIM
429
Goelzer Investment Management
Indiana
$4.58M -$1.28M -14,119 -22%
TAM
430
Tocqueville Asset Management
New York
$4.57M -$173K -1,916 -4%
LPC
431
Loeb Partners Corp
New York
$4.57M -$1.24M -13,700 -21%
MCM
432
Matarin Capital Management
New York
$4.55M -$1.23M -13,590 -21%
HL
433
HeadInvest LLC
Maine
$4.53M +$39.2K +410 +0.9%
NSEDCP
434
NJ State Employees Deferred Compensation Plan
New Jersey
$4.52M – – –
WTC
435
WhitTier Trust Company
Nevada
$4.45M +$11.4K +126 +0.3%
CG
436
Colony Group
Massachusetts
$4.4M +$4.11M +45,420 +1,404%
D.E. Shaw & Co
437
D.E. Shaw & Co
New York
$4.37M +$1.31M +14,431 +43%
CFA
438
Carroll Financial Associates
North Carolina
$4.29M -$44.3K -486 -1%
AIC
439
Argus Investors Counsel
New York
$4.24M -$624K -6,900 -13%
DC
440
Davenport & Co
Virginia
$4.23M -$90.4K -999 -2%
SJL
441
Shayne & Jacobs LLC
Tennessee
$4.19M -$6.78K -75 -0.2%
BAC
442
Boys Arnold & Co
North Carolina
$4.18M -$76.9K -850 -2%
KRS
443
Kentucky Retirement Systems
Kentucky
$4.17M -$184K -2,029 -4%
AF
444
Alerus Financial
North Dakota
$4.17M -$28.8K -318 -0.7%
JC
445
Jacobs & Co
California
$4.17M +$10.9K +120 +0.3%
LSERS
446
Louisiana State Employees Retirement System
Louisiana
$4.14M -$72.4K -800 -2%
PAA
447
Peregrine Asset Advisers
Oregon
$4.06M -$528K -5,833 -11%
SWM
448
Stockman Wealth Management
Montana
$4.01M +$3.05M +33,674 +317%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$4M – – –
SG Americas Securities
450
SG Americas Securities
New York
$3.99M -$10.2M -112,328 -72%
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