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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 %
RWA
826
Ropes Wealth Advisors
Massachusetts
$721K -$80.9K -894 -10%
MHIC
827
Marble Harbor Investment Counsel
Massachusetts
$721K +$79.1K +875 +12%
EWM
828
Evercore Wealth Management
New York
$720K -$44.3K -490 -6%
SCM
829
Shelton Capital Management
Colorado
$720K – – –
AAM
830
Auxier Asset Management
Oregon
$719K – – –
WIC
831
Whitegate Investment Counselors
New Hampshire
$717K -$9.04K -100 -1%
RG
832
Rathbones Group
United Kingdom
$713K -$27.1K -300 -4%
IAMOG
833
Investors Asset Management of Georgia
Georgia
$712K – – –
FPCG
834
Fort Pitt Capital Group
Pennsylvania
$709K +$22.7K +251 +3%
HCMT
835
Highland Capital Management (Tennessee)
Tennessee
$706K +$67.9K +750 +11%
CCP
836
Corient Capital Partners
California
$702K -$4.88K -54 -0.7%
FPCM
837
Financial Partners Capital Management
New York
$701K -$29.9K -331 -4%
CAM
838
Close Asset Management
United Kingdom
$701K – – –
LDB
839
Lee, Danner & Bass
Tennessee
$699K +$88.7K +981 +15%
WTB
840
Washington Trust Bank
Washington
$697K -$54.4K -601 -7%
TMAM
841
Tokio Marine Asset Management
Japan
$696K -$188K -2,076 -21%
SC
842
Savant Capital
Illinois
$694K +$2.44K +27 +0.4%
WA
843
WBH Advisory
Maryland
$692K -$10.7K -118 -2%
FHC
844
First Heartland Consultants
Missouri
$684K – – –
KWM
845
Kingsview Wealth Management
Oregon
$683K -$4.52K -50 -0.7%
FCI
846
Financial Counselors Inc
Kansas
$681K +$3.17K +35 +0.5%
Assenagon Asset Management
847
Assenagon Asset Management
Luxembourg
$679K -$271K -2,990 -29%
CCM
848
CrestPoint Capital Management
Missouri
$678K – – –
RE
849
RBC Europe
United Kingdom
$673K +$673K +7,438 New
IIM
850
Ipswich Investment Management
Massachusetts
$668K – – –
32 33
34
35 36