AXP icon

American Express
AXP

Overview Fund Activity

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Citadel Advisors
Citadel Advisors
Florida
+$149M
3
TAM
Troy Asset Management
United Kingdom
+$145M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$86.8M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$308M
2
BlackRock
BlackRock
New York
-$215M
3
T
Thomaspartners
Massachusetts
-$200M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$185M
5
Renaissance Technologies
Renaissance Technologies
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
751
Concentric Wealth Management
California
$1.01M – – –
NA
752
Neuburgh Advisers
California
$1.01M -$953K -10,544 -49%
IFWM
753
Institute for Wealth Management
Colorado
$1M +$17.5K +193 +2%
BC
754
Burney Company
Virginia
$980K -$458K -5,086 -32%
BAM
755
Berkshire Asset Management
Pennsylvania
$979K – – –
NIMI
756
Natixis Investment Managers International
France
$977K -$2.54M -28,042 -72%
CRC
757
Curi RMB Capital
Illinois
$973K – – –
GXMC
758
Global X Management Company
New York
$971K +$52.4K +579 +6%
CA
759
Cetera Advisors
Colorado
$970K -$4.25K -47 -0.4%
Lido Advisors
760
Lido Advisors
California
$970K +$129K +1,353 +15%
HIC
761
Hartline Investment Corp
Illinois
$969K -$36.7K -406 -4%
CFG
762
Citizens Financial Group
Rhode Island
$968K -$32K -354 -3%
ANRIA
763
American National Registered Investment Advisor
Texas
$966K -$212K -2,350 -18%
LC
764
Lincoln Capital
Nebraska
$965K -$6.78K -75 -0.7%
MNBTD
765
Moody National Bank Trust Division
Texas
$963K -$213K -2,350 -18%
CAN
766
Cetera Advisor Networks
California
$953K -$173K -1,916 -15%
GJIC
767
Gamble Jones Investment Counsel
California
$944K -$58.8K -650 -6%
MSAM
768
Moloney Securities Asset Management
Missouri
$943K +$272K +3,000 +40%
MC
769
Middleton & Co
Massachusetts
$939K -$60.4K -668 -6%
BFA
770
Benedict Financial Advisors
Georgia
$935K +$16.2K +179 +2%
ONB
771
Old National Bancorp
Indiana
$931K -$238K -2,625 -20%
TH
772
TCTC Holdings
Texas
$931K – – –
LKIM
773
Lawson Kroeker Investment Management
Nebraska
$920K -$4.52K -50 -0.5%
HSA
774
HBK Sorce Advisory
Pennsylvania
$918K -$17.2K -190 -2%
AI
775
Atria Investments
North Carolina
$917K +$87.7K +969 +11%
29 30
31
32 33