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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 %
WKWM
676
Walter & Keenan Wealth Management
Indiana
$1.37M – – –
PI
677
Pettee Investors
Connecticut
$1.36M – – –
RC
678
RBF Capital
California
$1.36M – – –
HAI
679
Hennessy Advisors Inc
California
$1.36M +$1.36M +15,000 New
BO
680
BRR OpCo
Ohio
$1.35M +$9.31K +103 +0.7%
CNBT
681
Canandaigua National Bank & Trust
New York
$1.35M -$33.6K -371 -2%
CWP
682
Capital Wealth Planning
Florida
$1.35M -$15.8M -174,360 -92%
NHC
683
Nicholas Hoffman & Company
Georgia
$1.35M -$15.4K -170 -1%
LS
684
Livforsakringsbolaget Skandia
Sweden
$1.34M – – –
BL
685
BFSG LLC
California
$1.34M +$9.5K +105 +0.7%
FIM
686
Freedom Investment Management
Connecticut
$1.33M +$103K +1,138 +8%
NBC
687
Neuberger Berman Canada
Ontario, Canada
$1.33M +$333K +3,683 +33%
BEAM
688
Baker Ellis Asset Management
Washington
$1.32M -$46.4K -513 -3%
Mariner
689
Mariner
Kansas
$1.31M -$27.3K -302 -2%
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$13.6K +150 +1%
GWCM
691
Godshalk Welsh Capital Management
Pennsylvania
$1.3M -$115K -1,275 -8%
CCG
692
Ceeto Capital Group
Florida
$1.3M +$1.3M +14,400 New
ACP
693
Ashfield Capital Partners
California
$1.3M +$52K +575 +4%
AIM
694
Acropolis Investment Management
Missouri
$1.3M -$419K -4,634 -24%
HCM
695
Hilton Capital Management
New York
$1.29M – – –
DVM
696
Dreman Value Management
Florida
$1.28M -$339K -3,751 -21%
HW
697
Hancock Whitney
Mississippi
$1.27M – – –
WS
698
Wedbush Securities
California
$1.27M -$60.1K -664 -5%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M -$10.8K -119 -0.8%
LBC
700
Lowe Brockenbrough & Co
Virginia
$1.26M -$70.5K -780 -5%
26 27
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