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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
+$114M
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
+$75.3M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$299M
2
Goldman Sachs
Goldman Sachs
New York
-$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$130M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.4M
5
State Street
State Street
Massachusetts
-$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
576
Navellier & Associates
Nevada
$1.92M -$75.8K -900 -4%
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$1.92M +$140K +1,657 +8%
MCM
578
Murphy Capital Management
New Jersey
$1.92M +$8.42K +100 +0.4%
PCI
579
Pacifica Capital Investments
Texas
$1.9M -$805K -9,559 -30%
OWD
580
Osborn Williams & Donohoe
Ohio
$1.89M – – –
SSP
581
Sapphire Star Partners
Washington
$1.89M -$84.2K -1,000 -4%
MBA
582
McQueen Ball & Associates
Pennsylvania
$1.89M +$41.3K +490 +2%
AW
583
ACG Wealth
Georgia
$1.88M -$33.2K -394 -2%
GCA
584
Guardian Capital Advisors
Ontario, Canada
$1.87M +$175K +2,055 +10%
CCFCSB
585
Cape Cod Five Cents Savings Bank
Massachusetts
$1.86M -$140K -1,666 -7%
WSCM
586
Wellington Shields Capital Management
New York
$1.86M +$295K +3,500 +19%
NA
587
Neuburgh Advisers
California
$1.83M +$37.7K +448 +2%
EHWM
588
Eads & Heald Wealth Management
Georgia
$1.82M -$84.8K -1,007 -4%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$1.81M -$114K -1,358 -6%
OPCM
590
Osborne Partners Capital Management
California
$1.8M -$7.16K -85 -0.4%
GIA
591
GHP Investment Advisors
Colorado
$1.8M +$294K +3,486 +19%
II
592
IFM Investors
Australia
$1.78M +$442K +5,246 +33%
RC
593
Roundview Capital
New Jersey
$1.77M +$96.9K +1,150 +6%
AC
594
Allstate Corporation
Illinois
$1.77M +$1.77M +20,949 New
CA
595
Clearstead Advisors
Ohio
$1.76M -$88.6K -1,052 -5%
MC
596
Maverick Capital
Texas
$1.75M +$1.04M +12,330 +146%
KRSITF
597
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.73M +$7.58K +90 +0.4%
BW
598
Bison Wealth
Georgia
$1.73M -$413K -4,905 -19%
FA
599
FDx Advisors
Illinois
$1.73M +$91.3K +1,084 +6%
BF
600
BOK Financial
Oklahoma
$1.72M -$1.33M -15,824 -44%
22 23
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