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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 %
GWCM
726
Godshalk Welsh Capital Management
Pennsylvania
$1.34M – – –
NHC
727
Nicholas Hoffman & Company
Georgia
$1.34M -$46K -469 -3%
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$1.33M -$1.72M -17,505 -56%
AIP
729
Ameritas Investment Partners
Nebraska
$1.33M -$149K -1,523 -10%
AS
730
Altshuler Shaham
Israel
$1.33M – – –
KCM
731
Kanawha Capital Management
Virginia
$1.32M +$2.65K +27 +0.2%
BL
732
BFSG LLC
California
$1.32M -$120K -1,230 -8%
WMSA
733
Weiss Multi-Strategy Advisers
New York
$1.32M +$1.32M +13,500 New
IA
734
IFG Advisory
Georgia
$1.32M +$7.25K +74 +0.6%
KRSITF
735
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M -$298K -3,044 -18%
VAM
736
Verity Asset Management
North Carolina
$1.32M +$1.32M +13,442 New
SSWM
737
Smith Salley Wealth Management
North Carolina
$1.3M +$2.35K +24 +0.2%
MIA
738
MainStreet Investment Advisors
Illinois
$1.3M -$1.66M -16,968 -56%
VFA
739
Voya Financial Advisors
Connecticut
$1.29M +$150K +1,545 +13%
BOH
740
Bank of Hawaii
Hawaii
$1.29M -$214K -2,184 -14%
TBA
741
Tower Bridge Advisors
Pennsylvania
$1.28M – – –
SWP
742
Strategic Wealth Partners
Ohio
$1.28M -$127K -1,292 -9%
LS
743
Livforsakringsbolaget Skandia
Sweden
$1.28M +$167K +1,700 +15%
WS
744
Wedbush Securities
California
$1.27M +$96.9K +989 +8%
PCG
745
Private Capital Group
Connecticut
$1.27M +$66.1K +675 +6%
MWM
746
Modera Wealth Management
New Jersey
$1.26M – – –
HCM
747
Hodges Capital Management
Texas
$1.26M -$68.1K -695 -5%
HW
748
Hancock Whitney
Mississippi
$1.26M -$114K -1,164 -8%
CT
749
Coastline Trust
Rhode Island
$1.26M -$12.2K -125 -1%
MC
750
Moors & Cabot
Massachusetts
$1.25M -$2.45K -25 -0.2%
28 29
30
31 32