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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 %
OWD
601
Osborn Williams & Donohoe
Ohio
$2.14M – – –
NIMI
602
Natixis Investment Managers International
France
$2.14M +$695K +7,092 +48%
SAIG
603
Semper Augustus Investments Group
Colorado
$2.14M -$9.8K -100 -0.5%
FNFDCM
604
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.13M +$36.8K +375 +2%
MCM
605
Murphy Capital Management
New Jersey
$2.12M -$3.43K -35 -0.2%
BCAM
606
Boston Common Asset Management
Massachusetts
$2.12M +$896K +9,146 +74%
PT
607
Plimoth Trust
Massachusetts
$2.11M -$243K -2,476 -10%
D.E. Shaw & Co
608
D.E. Shaw & Co
New York
$2.11M -$7.39M -75,440 -78%
LIA
609
LS Investment Advisors
Michigan
$2.1M -$1.27M -12,975 -38%
MML Investors Services
610
MML Investors Services
Massachusetts
$2.1M +$396K +4,044 +23%
WF
611
WoodTrust Financial
Wisconsin
$2.1M -$106K -1,084 -5%
TCM
612
Tradition Capital Management
New Jersey
$2.1M -$64.2K -655 -3%
AWM
613
Avior Wealth Management
Nebraska
$2.06M -$75.8K -778 -4%
BW
614
Bison Wealth
Georgia
$2.05M -$66.7K -680 -3%
GAM
615
Gotham Asset Management
New York
$2.02M -$3.59M -36,675 -64%
CIM
616
CenturyLink Investment Management
Colorado
$2.01M -$203K -2,076 -9%
SKK
617
Shepherd Kaplan Krochuk
Massachusetts
$2.01M – – –
LWS
618
Lucia Wealth Services
California
$2.01M +$2.01M +20,484 New
HFS
619
HL Financial Services
Kentucky
$2M +$573K +5,847 +40%
EHWM
620
Eads & Heald Wealth Management
Georgia
$1.99M +$4.12K +42 +0.2%
BCM
621
BlueCrest Capital Management
Jersey
$1.98M +$1.66M +16,903 +514%
AP
622
Advisor Partners
California
$1.98M +$141K +1,443 +8%
IEFM
623
IQ EQ Fund Management
Ireland
$1.96M +$1.96M +19,956 New
SCA
624
Stokes Capital Advisors
South Carolina
$1.95M +$121K +1,240 +7%
JIR
625
James Investment Research
Ohio
$1.94M +$1.94M +19,815 New
23 24
25
26 27