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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 %
HCC
801
Hirtle Callaghan & Co
Pennsylvania
$824K +$787K +8,700 +2,153%
SBL
802
Sargent Bickham Lagudis
Colorado
$823K -$6.06K -67 -0.7%
PIM
803
Penobscot Investment Management
Massachusetts
$823K +$8.96K +99 +1%
NPC
804
National Planning Corporation
California
$821K +$89.5K +989 +12%
BL
805
Balentine LLC
Georgia
$817K -$14.1K -156 -2%
FIG
806
FundX Investment Group
California
$814K – – –
NAM
807
NTV Asset Management
West Virginia
$814K – – –
KIA
808
Kopp Investment Advisors
Minnesota
$813K -$17.6K -195 -2%
IHL
809
Investment House LLC
California
$807K +$9.04K +100 +1%
CB
810
Community Bank
New York
$804K -$35.8K -395 -4%
PP
811
Patten & Patten
Tennessee
$800K -$69.6K -770 -8%
WAM
812
Wealthspire Advisors (Maryland)
Maryland
$795K +$282K +3,116 +55%
SCP
813
Syntal Capital Partners
Texas
$785K +$785K +8,683 New
IB
814
Intrust Bank
Kansas
$782K -$1.81K -20 -0.2%
SPC
815
Stewart & Patten Company
California
$778K -$7.51K -83 -1%
PWP
816
Private Wealth Partners
California
$771K – – –
WSC
817
Wellington Shields & Co
New York
$769K – – –
PAM
818
Palisade Asset Management
Minnesota
$764K +$17.9K +198 +2%
DPIM
819
Duff & Phelps Investment Management
Illinois
$759K -$21.3K -235 -3%
PC
820
Pecaut & Co
Iowa
$758K -$2.35K -26 -0.3%
CBA
821
Coastal Bridge Advisors
Connecticut
$747K +$22.6K +250 +3%
SCA
822
Snowden Capital Advisors
New York
$734K +$46K +509 +7%
CCT
823
Chemung Canal Trust
New York
$732K -$4.8K -53 -0.7%
BIC
824
Beach Investment Counsel
Pennsylvania
$729K – – –
Mackenzie Financial
825
Mackenzie Financial
Ontario, Canada
$729K +$25.6K +283 +4%
31 32
33
34 35