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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 %
FPCM
826
Financial Partners Capital Management
New York
$681K -$299K -3,550 -31%
BIC
827
Beach Investment Counsel
Pennsylvania
$678K -$12.6K -150 -2%
WIC
828
Whitegate Investment Counselors
New Hampshire
$677K – – –
CBA
829
Coastal Bridge Advisors
Connecticut
$675K +$927 +11 +0.1%
Hudson Bay Capital Management
830
Hudson Bay Capital Management
Connecticut
$674K +$674K +8,000 New
Teacher Retirement System of Texas
831
Teacher Retirement System of Texas
Texas
$671K -$20.3K -241 -3%
SCM
832
Shelton Capital Management
Colorado
$670K -$41.3K -491 -6%
AAM
833
Auxier Asset Management
Oregon
$669K -$2.11K -25 -0.3%
Squarepoint
834
Squarepoint
New York
$664K -$1.46M -17,279 -69%
IAMOG
835
Investors Asset Management of Georgia
Georgia
$663K -$8.42K -100 -1%
CCP
836
Corient Capital Partners
California
$659K +$4.89K +58 +0.7%
WCM
837
Windsor Capital Management
Arizona
$659K +$43.1K +512 +7%
Mackenzie Financial
838
Mackenzie Financial
Ontario, Canada
$655K -$36.6K -434 -5%
WA
839
WBH Advisory
Maryland
$655K +$168 +2 +0%
CAM
840
Close Asset Management
United Kingdom
$653K – – –
EM
841
Excalibur Management
Massachusetts
$647K -$84.8K -1,006 -12%
SC
842
Savant Capital
Illinois
$644K +$43.7K +518 +7%
SCA
843
Snowden Capital Advisors
New York
$641K +$91K +1,080 +17%
AAM
844
Autus Asset Management
Arizona
$641K -$76.7K -910 -11%
KWM
845
Kingsview Wealth Management
Oregon
$640K -$58.9K -700 -8%
FPCG
846
Fort Pitt Capital Group
Pennsylvania
$639K -$6.74K -80 -1%
FHC
847
First Heartland Consultants
Missouri
$637K – – –
CCM
848
CrestPoint Capital Management
Missouri
$632K -$750K -8,900 -54%
FCI
849
Financial Counselors Inc
Kansas
$631K +$44.9K +533 +8%
CCT
850
Country Club Trust
Missouri
$626K +$67.4K +800 +12%
32 33
34
35 36