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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 %
HCM
626
Howland Capital Management
Massachusetts
$1.55M – – –
ACM
627
Azimuth Capital Management
Michigan
$1.54M +$255K +3,030 +20%
PAM
628
Private Asset Management
California
$1.52M – – –
RMAM
629
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$138K -1,631 -8%
DVM
630
Dreman Value Management
Florida
$1.51M +$836K +9,927 +124%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$1.5M +$13K +154 +0.9%
TCOV
632
Trust Company of Vermont
Vermont
$1.5M +$42.1K +500 +3%
GG
633
Greenwood Gearhart
Arkansas
$1.5M -$3.83M -45,413 -72%
SCM
634
SOL Capital Management
Maryland
$1.49M -$56.9K -675 -4%
BFIM
635
Beese Fulmer Investment Management
Ohio
$1.49M -$11.4K -135 -0.8%
HP
636
Hikari Power
Japan
$1.48M – – –
AIM
637
Arcadia Investment Management
Michigan
$1.48M -$202K -2,393 -12%
NB
638
NBT Bank
New York
$1.47M -$120K -1,429 -8%
AP
639
Advisor Partners
California
$1.47M +$76.7K +910 +6%
AIP
640
Ameritas Investment Partners
Nebraska
$1.46M -$41.4K -492 -3%
SFFS
641
Stonehage Fleming Financial Services
Jersey
$1.46M +$1.34M +11,933 +1,193%
Pacer Advisors
642
Pacer Advisors
Pennsylvania
$1.45M +$112K +1,331 +8%
FAAS
643
First Allied Advisory Services
California
$1.45M -$148K -1,760 -9%
KOCAA
644
Knights of Columbus Asset Advisors
Connecticut
$1.45M -$274K -3,250 -16%
RI
645
Redwood Investments
Massachusetts
$1.44M +$1.32M +15,703 +1,102%
AWM
646
Avior Wealth Management
Nebraska
$1.44M -$315K -3,824 -18%
Aristotle Capital Management
647
Aristotle Capital Management
California
$1.44M -$42.1K -500 -3%
FWCM
648
Ferguson Wellman Capital Management
Oregon
$1.44M -$17.3K -205 -1%
SAM
649
Selway Asset Management
$1.42M – – –
BOS
650
Bank of Stockton
California
$1.41M +$33K +392 +2%
24 25
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