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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 %
MC
551
Maverick Capital
Texas
$2.32M +$437K +4,830 +23%
RWM
552
Rench Wealth Management
Texas
$2.31M +$2.31M +25,529 New
BFO
553
Boston Family Office
Massachusetts
$2.3M -$10.4K -115 -0.4%
TA
554
Tiedemann Advisors
New York
$2.28M +$12.9K +187 +0.6%
BBA
555
BLB&B Advisors
Pennsylvania
$2.27M -$42.4K -469 -2%
MM
556
Midas Management
New York
$2.26M – – –
AR
557
Advisory Research
Illinois
$2.25M -$635K -7,017 -22%
SKK
558
Shepherd Kaplan Krochuk
Massachusetts
$2.21M -$118K -1,300 -5%
PA
559
Profund Advisors
Maryland
$2.21M +$2.08K +23 +0.1%
VRS
560
Virginia Retirement Systems
Virginia
$2.21M – – –
FCH
561
Freestone Capital Holdings
Washington
$2.2M +$79K +873 +4%
UB
562
UMB Bank
Missouri
$2.17M -$77.6K -858 -3%
LIA
563
LS Investment Advisors
Michigan
$2.17M -$80.7K -892 -4%
CCM
564
Covington Capital Management
California
$2.17M -$87.2K -964 -4%
CPA
565
Capital Planning Advisors
California
$2.16M +$19.4K +214 +0.9%
BCM
566
Boltwood Capital Management
California
$2.15M -$13.6K -150 -0.6%
MCIM
567
Meadow Creek Investment Management
Georgia
$2.14M -$2.03M -22,406 -49%
BW
568
Bison Wealth
Georgia
$2.14M +$279K +3,088 +15%
BIM
569
Barton Investment Management
Pennsylvania
$2.12M – – –
GIM
570
Grassi Investment Management
California
$2.12M – – –
EDRH
571
Edmond de Rothschild Holding
Switzerland
$2.1M -$725K -8,015 -26%
ZCA
572
Zeke Capital Advisors
Pennsylvania
$2.1M +$1.11M +12,242 +112%
RIA
573
Regal Investment Advisors
Michigan
$2.1M -$276K -3,050 -12%
TCM
574
Tradition Capital Management
New Jersey
$2.08M -$18.1K -200 -0.9%
SF
575
Synovus Financial
Georgia
$2.07M -$77.9K -863 -4%
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