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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 %
NSIM
851
North Star Investment Management
Illinois
$666K +$399K +4,410 +150%
MMG
852
Monetary Management Group
Missouri
$665K -$1.85M -20,435 -74%
HT
853
Heritage Trust
Oklahoma
$665K – – –
WCM
854
Windsor Capital Management
Arizona
$659K – – –
PK
855
Pflug Koory
Nebraska
$654K – – –
AWA
856
Arete Wealth Advisors
Illinois
$653K +$141K +1,562 +28%
AAM
857
Autus Asset Management
Arizona
$649K -$38.9K -430 -6%
SCA
858
Sippican Capital Advisors
Massachusetts
$647K – – –
RCAG
859
Rehmann Capital Advisory Group
Michigan
$646K +$134K +1,480 +26%
ID
860
Integral Derivatives
New York
$646K +$646K +7,146 New
FHAM
861
Folger Hill Asset Management
New York
$642K +$642K +7,100 New
CCM
862
Compton Capital Management
Rhode Island
$640K – – –
LRPA
863
L. Roy Papp & Associates
Arizona
$639K -$95K -1,050 -13%
IH
864
IFC Holdings
Florida
$638K +$31.4K +348 +5%
CTI
865
Community Trust & Investment
Kentucky
$633K -$2.71K -30 -0.4%
ITIM
866
Indiana Trust & Investment Management
Indiana
$633K – – –
JWM
867
Jacobus Wealth Management
Wisconsin
$633K – – –
DW
868
Domani Wealth
Pennsylvania
$633K – – –
LNB
869
Ledyard National Bank
$631K +$90.8K +1,004 +17%
P
870
Pitcairn
Pennsylvania
$626K -$26.4K -292 -4%
GWM
871
Geneos Wealth Management
Colorado
$620K +$10.9K +121 +2%
PTC
872
Private Trust Company
Ohio
$620K +$67.6K +747 +12%
JIC
873
Joel Isaacson & Co
New York
$615K – – –
HFM
874
Hartford Financial Management
Connecticut
$613K – – –
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$611K -$2.26K -25 -0.4%
33 34
35
36 37