AXP icon

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 %
ADL
676
Asset Dedication LLC
California
$1.58M +$120K +1,221 +8%
CNBT
677
Canandaigua National Bank & Trust
New York
$1.57M +$21K +214 +1%
MAM
678
Morse Asset Management
Connecticut
$1.57M +$343K +3,500 +28%
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$1.57M -$246K -2,509 -14%
ACI
680
Alpha Cubed Investments
California
$1.57M +$1.57M +15,973 New
ASN
681
Advisory Services Network
Georgia
$1.56M -$234K -2,285 -13%
BFG
682
Beacon Financial Group
Texas
$1.55M -$53.9K -550 -3%
BHWM
683
Bar Harbor Wealth Management
New Hampshire
$1.54M -$415K -4,237 -21%
BBA
684
BLB&B Advisors
Pennsylvania
$1.54M -$697K -7,117 -31%
FCMT
685
Founders Capital Management (Texas)
Texas
$1.54M -$65.4K -667 -4%
UA
686
Unison Advisors
District of Columbia
$1.54M +$5.19K +53 +0.3%
NFG
687
Next Financial Group
Texas
$1.53M -$129K -1,313 -8%
AW
688
ACG Wealth
Georgia
$1.53M +$141K +1,435 +10%
III
689
Independent Investors Inc
New York
$1.52M – – –
PAM
690
Private Asset Management
California
$1.51M -$35.8K -365 -2%
IA
691
Icon Advisers
Colorado
$1.51M -$1.13M -11,500 -43%
SCM
692
SOL Capital Management
Maryland
$1.51M -$7.35K -75 -0.5%
KS
693
Karpas Strategies
Connecticut
$1.5M – – –
Acadian Asset Management
694
Acadian Asset Management
Massachusetts
$1.49M -$5.58M -56,894 -79%
IRF
695
IBM Retirement Fund
New York
$1.49M -$224K -2,290 -13%
ISL
696
Ingalls & Snyder LLC
New York
$1.48M – – –
ECM
697
Everence Capital Management
Indiana
$1.48M – – –
SRAM
698
Stone Ridge Asset Management
New York
$1.47M +$224K +2,283 +18%
SGA
699
Strategic Global Advisors
California
$1.47M – – –
PI
700
Pettee Investors
Connecticut
$1.47M – – –
26 27
28
29 30