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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 %
WI
751
Wintrust Investments
Illinois
$1.27M – – –
TIM
752
Thompson Investment Management
Wisconsin
$1.26M – – –
CA
753
Cetera Advisors
Colorado
$1.26M +$199K +2,017 +19%
FIM
754
Fruth Investment Management
Texas
$1.26M -$19.9K -200 -2%
SWP
755
Strategic Wealth Partners
Ohio
$1.25M +$1.25M +13,375 New
HK
756
Horizon Kinetics
New York
$1.25M – – –
B
757
Bailard
California
$1.25M +$123K +1,235 +11%
MCM
758
McMillion Capital Management
North Carolina
$1.25M – – –
TBNY
759
Trustco Bank (New York)
New York
$1.24M -$9.93K -100 -0.8%
IA
760
Icon Advisers
Colorado
$1.23M – – –
MSAM
761
Moloney Securities Asset Management
Missouri
$1.23M +$195K +1,966 +19%
FNBT
762
FineMark National Bank & Trust
Florida
$1.21M -$57.8K -582 -5%
ACP
763
Aviance Capital Partners
Florida
$1.21M – – –
GAM
764
Gotham Asset Management
New York
$1.2M +$1.2M +12,109 New
PIM
765
Profit Investment Management
Maryland
$1.2M +$1.2M +12,071 New
JT
766
Jump Trading
Illinois
$1.2M +$1.2M +12,044 New
ACP
767
Arcus Capital Partners
Georgia
$1.19M – – –
CDH
768
Charles D. Hyman
$1.18M +$199K +2,000 +20%
OFS
769
Orrstown Financial Services
Pennsylvania
$1.17M -$40.4K -407 -3%
PC
770
Port Capital
Illinois
$1.17M +$1.17M +11,792 New
TI
771
Trexquant Investment
Connecticut
$1.16M +$1.16M +11,648 New
SRAM
772
Stone Ridge Asset Management
New York
$1.16M +$1.16M +11,640 New
WP
773
WMS Partners
Maryland
$1.15M +$14.3K +144 +1%
LSCM
774
LaSalle Street Capital Management
Illinois
$1.15M – – –
CBB
775
Citizens Business Bank
California
$1.14M – – –
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