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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 %
BOS
626
Bank of Stockton
California
$1.93M -$28.8K -294 -1%
CCFCSB
627
Cape Cod Five Cents Savings Bank
Massachusetts
$1.92M +$154K +1,569 +9%
BFO
628
Boston Family Office
Massachusetts
$1.91M -$14.7K -150 -0.8%
BAS
629
Brown Advisory Securities
Maryland
$1.91M +$179K +1,823 +10%
PH
630
Pinnacle Holdings
Oklahoma
$1.86M -$37.8K -386 -2%
BF
631
BOK Financial
Oklahoma
$1.86M -$35K -357 -2%
MERSOM
632
Municipal Employees' Retirement System of Michigan
Michigan
$1.86M – – –
AC
633
Arjuna Capital
North Carolina
$1.86M +$40.1K +409 +2%
AIM
634
Anchor Investment Management
South Carolina
$1.86M +$31.9K +325 +2%
ST
635
Smithfield Trust
Pennsylvania
$1.85M +$153K +1,558 +9%
OPCM
636
Osborne Partners Capital Management
California
$1.84M -$57.7K -589 -3%
TA
637
Tiedemann Advisors
New York
$1.84M +$655K +6,684 +55%
SWP
638
Stratos Wealth Partners
Ohio
$1.83M -$531K -5,417 -22%
BA
639
Bennicas & Associates
California
$1.83M – – –
PCI
640
Pacifica Capital Investments
Texas
$1.81M – – –
NEAM
641
New England Asset Management
Connecticut
$1.8M -$490K -5,000 -21%
ACM
642
Azimuth Capital Management
Michigan
$1.8M +$21.1K +215 +1%
RC
643
Roundview Capital
New Jersey
$1.8M -$115K -1,171 -6%
BFEC
644
Benjamin F. Edwards & Company
Missouri
$1.8M -$157K -1,598 -8%
DMC
645
Drexel Morgan & Co
Pennsylvania
$1.8M -$71K -724 -4%
RIA
646
Regal Investment Advisors
Michigan
$1.79M -$388K -3,955 -18%
CC
647
ClearArc Capital
Ohio
$1.79M -$11.5K -117 -0.6%
AIM
648
Arcadia Investment Management
Michigan
$1.78M +$80.4K +820 +5%
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$1.77M -$36.1K -368 -2%
Aristotle Capital Management
650
Aristotle Capital Management
California
$1.77M – – –
24 25
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