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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 %
Aristotle Capital Management
626
Aristotle Capital Management
California
$1.63M +$90.4K +1,000 +6%
PAM
627
Private Asset Management
California
$1.63M – – –
AP
628
Advisor Partners
California
$1.63M +$49.5K +547 +3%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$1.63M +$15.9K +176 +1%
BB
630
Busey Bank
Illinois
$1.62M +$1.62M +17,926 New
BDWM
631
Brewin Dolphin Wealth Management
Ireland
$1.62M +$1.62M +17,860 New
JCM
632
Jacobi Capital Management
Pennsylvania
$1.61M +$80.6K +879 +5%
BFIM
633
Beese Fulmer Investment Management
Ohio
$1.6M +$4.52K +50 +0.3%
AIM
634
Arcadia Investment Management
Michigan
$1.6M +$18.1K +200 +1%
SCM
635
SOL Capital Management
Maryland
$1.59M -$6.78K -75 -0.4%
GC
636
Guardian Capital
Ontario, Canada
$1.59M +$80.2K +886 +5%
HP
637
Hikari Power
Japan
$1.59M – – –
SAM
638
Selway Asset Management
$1.58M +$58.8K +650 +4%
ST
639
Smithfield Trust
Pennsylvania
$1.58M +$193K +2,130 +14%
AWM
640
Avior Wealth Management
Nebraska
$1.58M +$42.2K +480 +3%
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$1.57M +$1.57M +16,588 New
SI
642
SII Investments
Wisconsin
$1.57M +$65.3K +721 +4%
AWM
643
AE Wealth Management
Kansas
$1.56M +$302K +3,341 +24%
ACM
644
Azimuth Capital Management
Michigan
$1.55M -$96.8K -1,070 -6%
FAAS
645
First Allied Advisory Services
California
$1.55M -$3.79K -42 -0.2%
RI
646
Redwood Investments
Massachusetts
$1.55M – – –
TCOV
647
Trust Company of Vermont
Vermont
$1.55M -$62.1K -686 -4%
KIA
648
KCM Investment Advisors
California
$1.53M +$20.3K +225 +1%
FWCM
649
Ferguson Wellman Capital Management
Oregon
$1.53M -$11.8K -130 -0.8%
CONA
650
Capital One National Association
New York
$1.51M +$73K +807 +5%
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