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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 %
KIA
801
Kopp Investment Advisors
Minnesota
$774K +$26.5K +314 +4%
SBL
802
Sargent Bickham Lagudis
Colorado
$772K -$20.6K -245 -3%
AI
803
Atria Investments
North Carolina
$772K -$14.7K -174 -2%
VFA
804
Voya Financial Advisors
Connecticut
$759K +$48.7K +582 +7%
PIM
805
Penobscot Investment Management
Massachusetts
$758K -$16.9K -200 -2%
FIG
806
FundX Investment Group
California
$758K – – –
NAM
807
NTV Asset Management
West Virginia
$758K +$758K +9,000 New
NFA
808
Nuveen Fund Advisors
Illinois
$753K -$1.8M -21,382 -71%
RWA
809
Ropes Wealth Advisors
Massachusetts
$746K -$509K -6,044 -41%
IHL
810
Investment House LLC
California
$743K – – –
Lido Advisors
811
Lido Advisors
California
$742K +$45.9K +545 +7%
RIM
812
Rampart Investment Management
Connecticut
$736K +$557K +6,612 +311%
SPC
813
Stewart & Patten Company
California
$731K -$8.34K -99 -1%
IB
814
Intrust Bank
Kansas
$730K +$1.69K +20 +0.2%
DPIM
815
Duff & Phelps Investment Management
Illinois
$727K -$54.8K -650 -7%
PWP
816
Private Wealth Partners
California
$718K – – –
WSC
817
Wellington Shields & Co
New York
$716K – – –
EWM
818
Evercore Wealth Management
New York
$711K -$66.4K -789 -9%
PC
819
Pecaut & Co
Iowa
$708K -$50.6K -600 -7%
WTB
820
Washington Trust Bank
Washington
$700K – – –
PAM
821
Palisade Asset Management
Minnesota
$695K – – –
RG
822
Rathbones Group
United Kingdom
$689K – – –
NPC
823
National Planning Corporation
California
$688K -$51.2K -601 -7%
CCT
824
Chemung Canal Trust
New York
$686K – – –
LRPA
825
L. Roy Papp & Associates
Arizona
$684K – – –
31 32
33
34 35