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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 %
CA
651
Clearstead Advisors
Ohio
$1.77M – – –
BA
652
Boston Advisors
Massachusetts
$1.76M +$1.54M +15,720 +697%
BDWM
653
Brewin Dolphin Wealth Management
Ireland
$1.75M – – –
MVA
654
Mount Vernon Associates
Maryland
$1.74M -$49K -500 -3%
BB
655
Busey Bank
Illinois
$1.73M -$98K -1,000 -5%
HP
656
Hikari Power
Japan
$1.73M – – –
HCM
657
Howland Capital Management
Massachusetts
$1.72M – – –
BFIM
658
Beese Fulmer Investment Management
Ohio
$1.71M -$30.4K -310 -2%
GG
659
Greenwood Gearhart
Arkansas
$1.71M -$33.8K -345 -2%
DAM
660
Doheny Asset Management
California
$1.71M +$1.25M +12,805 +276%
TCOV
661
Trust Company of Vermont
Vermont
$1.71M +$74.3K +758 +5%
WOC
662
West Oak Capital
California
$1.71M +$11.8K +120 +0.7%
Two Sigma Investments
663
Two Sigma Investments
New York
$1.7M -$37.6M -384,201 -96%
JCM
664
Jacobi Capital Management
Pennsylvania
$1.7M -$98 -1 -0%
WIM
665
Waverton Investment Management
United Kingdom
$1.69M -$603K -6,155 -26%
BBWA
666
Bell & Brown Wealth Advisors
California
$1.68M +$24.9K +254 +2%
HAI
667
Hennessy Advisors Inc
California
$1.67M -$294K -3,000 -15%
DCM
668
Dupont Capital Management
Delaware
$1.67M +$88.9K +907 +6%
JCM
669
Jag Capital Management
Missouri
$1.67M +$44.3K +452 +3%
SF
670
Synovus Financial
Georgia
$1.66M +$18.2K +186 +1%
PTC
671
Philadelphia Trust Company
Pennsylvania
$1.65M -$121K -1,237 -7%
WA
672
Waverly Advisors
Alabama
$1.62M +$196 +2 +0%
FWCM
673
Ferguson Wellman Capital Management
Oregon
$1.62M -$882 -9 -0.1%
KIA
674
KCM Investment Advisors
California
$1.61M +$9.5K +97 +0.6%
CA
675
Callahan Advisors
Texas
$1.61M +$98 +1 +0%
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