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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 %
CF
826
Centaurus Financial
California
$953K +$261K +2,661 +38%
AIM
827
Acropolis Investment Management
Missouri
$932K -$556K -5,668 -37%
MIM
828
Manitou Investment Management
Ontario, Canada
$931K -$12.3M -125,047 -93%
PA
829
Parallel Advisors
California
$925K +$50.6K +516 +6%
AAM
830
Auxier Asset Management
Oregon
$921K – – –
APA
831
American Portfolios Advisors
New York
$920K +$119K +1,216 +15%
OA
832
Outfitter Advisors
Virginia
$916K +$6.86K +70 +0.8%
BC
833
Burney Company
Virginia
$913K -$62K -633 -6%
MFAM
834
Motley Fool Asset Management
Virginia
$913K +$128K +1,307 +16%
WP
835
WMS Partners
Maryland
$901K +$113K +1,150 +14%
AWM
836
AE Wealth Management
Kansas
$900K +$202K +2,058 +29%
TCOT
837
Trust Company of Toledo
Ohio
$885K +$12.2K +125 +1%
TWI
838
Thomas White International
Illinois
$884K – – –
SBL
839
Sargent Bickham Lagudis
Colorado
$884K +$588 +6 +0.1%
FIG
840
FundX Investment Group
California
$882K – – –
WAM
841
Wealthspire Advisors (Maryland)
Maryland
$876K +$12.6K +129 +1%
AWM
842
Altium Wealth Management
New York
$870K +$98.9K +1,009 +13%
QSS
843
Quantitative Systematic Strategies
Florida
$870K +$277K +2,830 +47%
CCA
844
Checchi Capital Advisers
California
$868K +$14.2K +145 +2%
NAM
845
NTV Asset Management
West Virginia
$862K – – –
PIM
846
Penobscot Investment Management
Massachusetts
$862K – – –
LP
847
LMR Partners
United Kingdom
$858K -$1.03M -10,551 -55%
CB
848
Community Bank
New York
$854K – – –
HCC
849
Hirtle Callaghan & Co
Pennsylvania
$853K – – –
RWP
850
RWA Wealth Partners
Massachusetts
$851K +$224K +2,281 +36%
32 33
34
35 36