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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 %
GC
651
Guardian Capital
Ontario, Canada
$1.41M +$92.4K +1,097 +7%
KIA
652
KCM Investment Advisors
California
$1.41M -$199K -2,368 -12%
FWM
653
Frontier Wealth Management
Missouri
$1.4M – – –
JCM
654
Jacobi Capital Management
Pennsylvania
$1.4M +$71.8K +852 +5%
JCM
655
Jag Capital Management
Missouri
$1.4M -$25.7K -305 -2%
WFG
656
Windsor Financial Group
Minnesota
$1.4M – – –
SI
657
SII Investments
Wisconsin
$1.39M +$34.9K +415 +3%
CA
658
Callahan Advisors
Texas
$1.38M +$84 +1 +0%
MML Investors Services
659
MML Investors Services
Massachusetts
$1.37M +$441K +5,238 +47%
WSTAM
660
Wilbanks Smith & Thomas Asset Management
Virginia
$1.35M +$8.25K +98 +0.6%
III
661
Independent Investors Inc
New York
$1.34M – – –
FCMT
662
Founders Capital Management (Texas)
Texas
$1.34M -$5.31K -63 -0.4%
CONA
663
Capital One National Association
New York
$1.34M -$37.2K -442 -3%
BC
664
Burney Company
Virginia
$1.33M -$38K -455 -3%
MA
665
Marshwinds Advisory
Georgia
$1.33M -$21.1K -250 -2%
FDS
666
First Dallas Securities
Texas
$1.32M -$122K -1,450 -8%
GWCM
667
Godshalk Welsh Capital Management
Pennsylvania
$1.32M -$33.7K -400 -2%
HAM
668
Highstreet Asset Management
Ontario, Canada
$1.32M +$1.32M +15,659 New
NG
669
Northstar Group
New York
$1.32M -$23.9K -284 -2%
BFG
670
Beacon Financial Group
Texas
$1.32M +$104K +1,245 +9%
ST
671
Smithfield Trust
Pennsylvania
$1.29M – – –
PH
672
Pinnacle Holdings
Oklahoma
$1.29M +$134K +1,585 +12%
CNBT
673
Canandaigua National Bank & Trust
New York
$1.29M -$29.9K -355 -2%
KS
674
Karpas Strategies
Connecticut
$1.29M – – –
BEAM
675
Baker Ellis Asset Management
Washington
$1.28M -$1.43K -17 -0.1%
25 26
27
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