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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $71B invested in American Express in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 456 increasing their positions, 577 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
-13
Holders Change %
-0.9%
% of All Funds
32.71%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
78
Increased
456
Reduced
577
Closed
83
Calls
$495M
Puts
$842M
Net Calls
-$347M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$852M
2
TCIM
TIAA CREF Investment Management
New York
+$143M
3
Renaissance Technologies
Renaissance Technologies
New York
+$128M
4
AAMU
Amundi Asset Management US
Massachusetts
+$125M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$149M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$139M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$130M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$128M
5
EVM
Eaton Vance Management
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCC
801
Spring Creek Capital
Kansas
$1.03M +$1.03M +10,515 New
HSA
802
HBK Sorce Advisory
Pennsylvania
$1.03M -$2.55K -26 -0.2%
BFA
803
Benedict Financial Advisors
Georgia
$1.02M -$3.14K -32 -0.3%
Lido Advisors
804
Lido Advisors
California
$1.02M +$2.65K +27 +0.3%
TCM
805
Teza Capital Management
Illinois
$1.02M -$41.8K -426 -4%
BAM
806
Berkshire Asset Management
Pennsylvania
$1.02M – – –
PC
807
Port Capital
Illinois
$1.02M -$151K -1,540 -13%
ANRIA
808
American National Registered Investment Advisor
Texas
$1.02M -$980 -10 -0.1%
LCM
809
Leisure Capital Management
California
$1.02M -$431K -4,395 -30%
MC
810
Middleton & Co
Massachusetts
$1.01M -$12.7K -130 -1%
MNBTD
811
Moody National Bank Trust Division
Texas
$1.01M – – –
MMPW
812
Mitchell McLeod Pugh & Williams
Alabama
$1.01M – – –
Federated Hermes
813
Federated Hermes
Pennsylvania
$1.01M -$1M -10,249 -50%
CIA
814
CSat Investment Advisory
Michigan
$1.01M +$1.01M +10,277 New
GJIC
815
Gamble Jones Investment Counsel
California
$996K -$27K -275 -3%
FDCC
816
Foster Dykema Cabot & Co
Massachusetts
$995K -$52.9K -525 -5%
First Trust Advisors
817
First Trust Advisors
Illinois
$990K -$4.62M -47,177 -82%
CRC
818
Curi RMB Capital
Illinois
$985K +$39K +398 +4%
ECM
819
Evergreen Capital Management
Washington
$984K +$11.5K +117 +1%
SOAMC
820
Spirit of America Management Corp
New York
$980K – – –
BCM
821
Becker Capital Management
Oregon
$979K -$3.21M -32,764 -77%
CA
822
Cetera Advisors
Colorado
$978K -$263K -2,678 -21%
BWM
823
Biltmore Wealth Management
Arizona
$970K +$5.59K +57 +0.6%
BPCA
824
Bank Pictet & Cie (Asia)
Singapore
$970K +$970K +9,900 New
TH
825
TCTC Holdings
Texas
$959K – – –
31 32
33
34 35