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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $71B invested in American Express in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 456 increasing their positions, 577 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
-13
Holders Change %
-0.9%
% of All Funds
32.71%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
78
Increased
456
Reduced
577
Closed
83
Calls
$495M
Puts
$842M
Net Calls
-$347M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$852M
2
TCIM
TIAA CREF Investment Management
New York
+$143M
3
Renaissance Technologies
Renaissance Technologies
New York
+$128M
4
AAMU
Amundi Asset Management US
Massachusetts
+$125M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$149M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$139M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$130M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$128M
5
EVM
Eaton Vance Management
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
551
Wealthfront
California
$2.84M -$237K -2,421 -8%
LMGAM
552
Liberty Mutual Group Asset Management
Massachusetts
$2.8M -$68.5K -699 -2%
FG
553
Fiduciary Group
Georgia
$2.79M -$153K -1,561 -5%
OCM
554
One Capital Management
California
$2.78M +$7.64K +78 +0.3%
TW
555
Transform Wealth
Colorado
$2.76M -$103K -1,055 -4%
GIA
556
GHP Investment Advisors
Colorado
$2.76M +$151K +1,538 +6%
CAPTRUST Financial Advisors
557
CAPTRUST Financial Advisors
North Carolina
$2.76M +$93K +949 +3%
CCM
558
Cadence Capital Management
Massachusetts
$2.75M +$38.2K +390 +1%
BWM
559
Buckley Wealth Management
Nevada
$2.75M -$83.6K -853 -3%
SFM
560
Systematic Financial Management
New Jersey
$2.72M -$2.45K -25 -0.1%
ACC
561
Accident Compensation Corp
New Zealand
$2.71M -$265K -2,700 -9%
RWM
562
Rench Wealth Management
Texas
$2.64M -$53.8K -549 -2%
BFM
563
Boston Financial Management
Massachusetts
$2.64M -$24K -245 -0.9%
TU
564
TDAM USA
Ontario, Canada
$2.61M -$84.7K -864 -3%
PFSC
565
Peoples Financial Services Corp
Pennsylvania
$2.6M -$9.8K -100 -0.4%
FA
566
FDx Advisors
Illinois
$2.6M +$553K +5,640 +27%
SFA
567
Sequoia Financial Advisors
Ohio
$2.59M +$2.11M +21,584 +450%
FCH
568
Freestone Capital Holdings
Washington
$2.58M +$119K +1,215 +5%
WI
569
WBI Investments
New Jersey
$2.57M +$2.57M +26,215 New
BWAM
570
Boyd Watterson Asset Management
Ohio
$2.56M +$2.35K +24 +0.1%
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$2.56M +$290K +2,960 +13%
CT
572
Cambridge Trust
Massachusetts
$2.53M +$79.8K +814 +3%
KCMRT
573
Kemper Corp Master Retirement Trust
Illinois
$2.45M – – –
GCA
574
Guardian Capital Advisors
Ontario, Canada
$2.43M +$52.4K +520 +2%
ACP
575
Ashfield Capital Partners
California
$2.37M +$976K +9,961 +70%
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