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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 %
CFG
751
Citizens Financial Group
Rhode Island
$931K +$10.9K +129 +1%
NBC
752
Neuberger Berman Canada
Ontario, Canada
$927K -$1.15M -13,655 -55%
ZCA
753
Zeke Capital Advisors
Pennsylvania
$924K +$239K +2,833 +35%
ED
754
Exane Derivatives
France
$920K -$542K -6,431 -37%
GIA
755
Gargoyle Investment Advisor
New Jersey
$914K -$25.3K -300 -3%
BAM
756
Berkshire Asset Management
Pennsylvania
$912K – – –
IFWM
757
Institute for Wealth Management
Colorado
$912K +$912K +10,823 New
CA
758
Cetera Advisors
Colorado
$909K +$4.14K +49 +0.5%
CRC
759
Curi RMB Capital
Illinois
$906K +$698K +8,286 +335%
LC
760
Lincoln Capital
Nebraska
$905K – – –
IA
761
IFP Advisors
Florida
$898K -$152K -1,801 -14%
SWM
762
Stockman Wealth Management
Montana
$894K -$2.6M -30,796 -74%
ADL
763
Asset Dedication LLC
California
$891K -$65.5K -781 -7%
IPC
764
Independent Portfolio Consultants
Florida
$887K +$33K +392 +4%
BAS
765
Brown Advisory Securities
Maryland
$884K +$139K +1,648 +19%
Assenagon Asset Management
766
Assenagon Asset Management
Luxembourg
$884K +$884K +10,491 New
BCM
767
BlueCrest Capital Management
Jersey
$882K -$1.15M -13,602 -57%
CSS
768
Cubist Systematic Strategies
Connecticut
$874K +$524K +6,223 +150%
HSA
769
HBK Sorce Advisory
Pennsylvania
$871K +$871K +10,339 New
BFA
770
Benedict Financial Advisors
Georgia
$870K +$38.2K +446 +5%
Cerity Partners
771
Cerity Partners
New York
$868K +$513K +7,151 +144%
TH
772
TCTC Holdings
Texas
$867K +$84.3K +1,000 +11%
LKIM
773
Lawson Kroeker Investment Management
Nebraska
$861K – – –
GXMC
774
Global X Management Company
New York
$855K +$186K +2,210 +28%
BWM
775
Biltmore Wealth Management
Arizona
$854K +$11.4K +135 +1%
29 30
31
32 33