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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$201M
2
UBS AM
UBS AM
Illinois
+$196M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Millennium Management
Millennium Management
New York
+$131M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$111M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$309M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$264M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
4
O
OppenheimerFunds
New York
-$172M
5
Citadel Advisors
Citadel Advisors
Florida
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
701
Ingalls & Snyder LLC
New York
$1.5M +$1.5M +15,102 New
Balyasny Asset Management
702
Balyasny Asset Management
Illinois
$1.5M -$264M -2,657,453 -99%
ECM
703
Everence Capital Management
Indiana
$1.49M +$190K +1,917 +15%
MCP
704
Martin Capital Partners
Oregon
$1.49M +$1.49M +15,032 New
SAM
705
Selway Asset Management
$1.49M -$248K -2,500 -14%
PI
706
Pettee Investors
Connecticut
$1.49M – – –
RC
707
RBF Capital
California
$1.49M – – –
PT
708
Plimoth Trust
Massachusetts
$1.49M +$1.49M +14,959 New
IA
709
IFG Advisory
Georgia
$1.48M +$1.48M +14,947 New
CNBT
710
Canandaigua National Bank & Trust
New York
$1.48M -$695 -7 -0%
NG
711
Northstar Group
New York
$1.47M -$68.5K -690 -4%
GA
712
GFS Advisors
Texas
$1.47M -$1.65M -16,575 -53%
BEAM
713
Baker Ellis Asset Management
Washington
$1.45M – – –
HW
714
Hancock Whitney
Mississippi
$1.45M +$59.6K +600 +4%
BL
715
BFSG LLC
California
$1.45M -$17.9K -180 -1%
ADL
716
Asset Dedication LLC
California
$1.45M +$1.45M +14,587 New
CCG
717
Ceeto Capital Group
Florida
$1.43M – – –
AGM
718
Alpine Global Management
New York
$1.43M +$1.43M +14,387 New
NHC
719
Nicholas Hoffman & Company
Georgia
$1.42M -$53K -534 -4%
ACP
720
Ashfield Capital Partners
California
$1.42M – – –
PWMAG
721
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M -$15.4K -155 -1%
HCM
722
Hilton Capital Management
New York
$1.41M – – –
BO
723
BRR OpCo
Ohio
$1.41M -$78.5K -790 -5%
DVM
724
Dreman Value Management
Florida
$1.41M – – –
SI
725
SII Investments
Wisconsin
$1.39M -$331K -3,331 -19%
27 28
29
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