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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 %
WKWM
676
Walter & Keenan Wealth Management
Indiana
$1.27M – – –
NHC
677
Nicholas Hoffman & Company
Georgia
$1.27M +$22.4K +266 +2%
PI
678
Pettee Investors
Connecticut
$1.26M – – –
RC
679
RBF Capital
California
$1.26M – – –
CEP
680
Chicago Equity Partners
Illinois
$1.25M -$1.06M -12,545 -46%
BO
681
BRR OpCo
Ohio
$1.25M -$12.8K -152 -1%
LS
682
Livforsakringsbolaget Skandia
Sweden
$1.25M – – –
Mariner
683
Mariner
Kansas
$1.25M -$502K -5,954 -29%
PI
684
Putnam Investments
Massachusetts
$1.24M -$86.6K -1,028 -7%
BL
685
BFSG LLC
California
$1.24M +$129K +1,526 +12%
LBC
686
Lowe Brockenbrough & Co
Virginia
$1.24M -$67.2K -797 -5%
WS
687
Wedbush Securities
California
$1.23M +$149K +1,764 +14%
YMRC
688
Yorktown Management & Research Company
Virginia
$1.21M – – –
PWMAG
689
Pinnacle Wealth Management Advisory Group
New Jersey
$1.2M +$41.9K +498 +4%
LWCFA
690
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.2M – – –
HCM
691
Hilton Capital Management
New York
$1.2M – – –
SPC
692
Sigma Planning Corp
Michigan
$1.19M -$429K -5,091 -26%
OFS
693
Orrstown Financial Services
Pennsylvania
$1.19M -$91.5K -1,087 -7%
HW
694
Hancock Whitney
Mississippi
$1.18M -$16.3K -194 -1%
AWM
695
AE Wealth Management
Kansas
$1.17M +$1.17M +13,923 New
B
696
Bailard
California
$1.17M -$23.6K -280 -2%
ACP
697
Ashfield Capital Partners
California
$1.16M +$96.9K +1,150 +9%
RCG
698
Ruane, Cunniff & Goldfarb
New York
$1.16M -$120K -1,421 -9%
FIM
699
Freedom Investment Management
Connecticut
$1.15M +$71.9K +853 +7%
KCM
700
Kanawha Capital Management
Virginia
$1.14M -$12.6K -150 -1%
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