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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 %
FWM
651
Frontier Wealth Management
Missouri
$1.51M -$1.09K -12 -0.1%
JCM
652
Jag Capital Management
Missouri
$1.5M – – –
AIP
653
Ameritas Investment Partners
Nebraska
$1.49M – – –
PH
654
Pinnacle Holdings
Oklahoma
$1.49M +$104K +1,145 +7%
HCM
655
Hodges Capital Management
Texas
$1.48M -$997K -11,018 -40%
SSP
656
Sapphire Star Partners
Washington
$1.48M -$825K -8,001 -36%
CA
657
Callahan Advisors
Texas
$1.48M – – –
DCM
658
Dupont Capital Management
Delaware
$1.47M -$1.25M -13,801 -46%
AW
659
ACG Wealth
Georgia
$1.46M -$554K -6,130 -27%
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$1.45M -$254K -2,663 -15%
BHWM
661
Bar Harbor Wealth Management
New Hampshire
$1.45M -$498K -5,509 -26%
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$1.44M -$8.95K -99 -0.6%
III
663
Independent Investors Inc
New York
$1.44M – – –
Bessemer Group
664
Bessemer Group
New Jersey
$1.44M -$8.46M -93,594 -85%
BFG
665
Beacon Financial Group
Texas
$1.43M +$4.52K +50 +0.3%
FCMT
666
Founders Capital Management (Texas)
Texas
$1.43M -$8.14K -90 -0.6%
FPCP
667
Fort Point Capital Partners
California
$1.42M +$1.42M +15,692 New
NG
668
Northstar Group
New York
$1.4M -$15.4K -170 -1%
HB
669
Homrich & Berg
Georgia
$1.4M +$964K +10,661 +221%
MA
670
Marshwinds Advisory
Georgia
$1.4M -$27.1K -300 -2%
GHCM
671
Glen Harbor Capital Management
California
$1.39M -$1.31M -14,498 -49%
MSU
672
Mizuho Securities USA
New York
$1.39M +$1.39M +15,307 New
HAM
673
Highstreet Asset Management
Ontario, Canada
$1.38M -$32.9K -364 -2%
KS
674
Karpas Strategies
Connecticut
$1.38M – – –
NA
675
Navellier & Associates
Nevada
$1.38M -$688K -7,600 -33%
25 26
27
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