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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 %
MSAM
851
Moloney Securities Asset Management
Missouri
$625K +$84 +1 +0%
SG
852
StoneX Group
New York
$625K +$625K +7,414 New
IIM
853
Ipswich Investment Management
Massachusetts
$622K +$25.3K +300 +4%
HT
854
Heritage Trust
Oklahoma
$619K -$174K -2,066 -22%
PVWM
855
Point View Wealth Management
New Jersey
$615K -$3.71K -44 -0.6%
P
856
Pitcairn
Pennsylvania
$608K -$7.25K -86 -1%
PK
857
Pflug Koory
Nebraska
$608K – – –
BFC
858
Blue Fin Capital
Rhode Island
$606K -$130K -1,545 -18%
SCA
859
Sippican Capital Advisors
Massachusetts
$602K -$4.21K -50 -0.7%
MHIC
860
Marble Harbor Investment Counsel
Massachusetts
$598K -$8.42K -100 -1%
CCM
861
Compton Capital Management
Rhode Island
$596K – – –
HCMT
862
Highland Capital Management (Tennessee)
Tennessee
$594K – – –
WCA
863
Waratah Capital Advisors
Ontario, Canada
$592K -$273K -3,244 -32%
CTI
864
Community Trust & Investment
Kentucky
$592K +$2.53K +30 +0.4%
JWM
865
Jacobus Wealth Management
Wisconsin
$590K – – –
DW
866
Domani Wealth
Pennsylvania
$590K – – –
ITIM
867
Indiana Trust & Investment Management
Indiana
$590K +$27.2K +323 +5%
TC
868
Telemus Capital
Michigan
$576K +$7.16K +85 +1%
IUHSA
869
Itau Unibanco Holding S.A.
Brazil
$575K +$498K +5,908 +642%
JIC
870
Joel Isaacson & Co
New York
$573K – – –
BHBT
871
Burke & Herbert Bank & Trust
Virginia
$571K – – –
HFM
872
Hartford Financial Management
Connecticut
$570K – – –
LDB
873
Lee, Danner & Bass
Tennessee
$568K -$12.6K -150 -2%
RIM
874
Regent Investment Management
Kentucky
$568K – – –
GWM
875
Geneos Wealth Management
Colorado
$567K -$4.88K -58 -0.9%
33 34
35
36 37