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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 %
IC
701
Investment Counsel
Michigan
$1.14M +$101K +1,200 +10%
DG
702
Davidson & Garrard
Virginia
$1.13M -$16.8K -200 -1%
YIA
703
YHB Investment Advisors
Connecticut
$1.13M +$16.9K +200 +2%
PTB
704
Pioneer Trust Bank
Oregon
$1.13M +$112K +1,330 +11%
TBA
705
Tower Bridge Advisors
Pennsylvania
$1.12M -$4.21K -50 -0.4%
WC
706
Woodstock Corp
Massachusetts
$1.11M -$69.9K -830 -6%
BP
707
Ballentine Partners
Massachusetts
$1.11M +$685K +8,035 +161%
FNBT
708
FineMark National Bank & Trust
Florida
$1.11M -$24.9K -295 -2%
ECM
709
Everence Capital Management
Indiana
$1.11M – – –
CIM
710
Cambria Investment Management
California
$1.1M -$153K -1,810 -12%
SSWM
711
Smith Salley Wealth Management
North Carolina
$1.1M – – –
GT
712
Glenview Trust
Kentucky
$1.1M +$16.8K +200 +2%
ANRIA
713
American National Registered Investment Advisor
Texas
$1.1M – – –
MNBTD
714
Moody National Bank Trust Division
Texas
$1.1M – – –
ARMT
715
Amica Retiree Medical Trust
Rhode Island
$1.09M – – –
CT
716
Coastline Trust
Rhode Island
$1.09M – – –
ONB
717
Old National Bancorp
Indiana
$1.09M -$65.9K -783 -6%
DCM
718
Dynamic Capital Management
Jersey
$1.09M -$1.76M -20,911 -62%
MWM
719
Modera Wealth Management
New Jersey
$1.08M – – –
WI
720
Wintrust Investments
Illinois
$1.08M -$200K -2,380 -16%
FIM
721
Fruth Investment Management
Texas
$1.08M – – –
YWP
722
YorkBridge Wealth Partners
New York
$1.07M -$2.13K -25 -0.2%
TBNY
723
Trustco Bank (New York)
New York
$1.07M -$29.5K -350 -3%
TIM
724
Thompson Investment Management
Wisconsin
$1.07M – – –
HK
725
Horizon Kinetics
New York
$1.06M – – –
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