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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 %
PC
851
Pecaut & Co
Iowa
$848K – – –
IHL
852
Investment House LLC
California
$845K +$19.6K +200 +2%
IB
853
Intrust Bank
Kansas
$841K -$4.21K -43 -0.5%
FB
854
Fulton Bank
Pennsylvania
$837K +$5.78K +59 +0.7%
WIC
855
Whitegate Investment Counselors
New Hampshire
$836K – – –
MWNA
856
Marshall Wace North America
New York
$835K -$11.2M -113,758 -93%
PWP
857
Private Wealth Partners
California
$835K – – –
KIA
858
Kopp Investment Advisors
Minnesota
$830K +$980 +10 +0.1%
PAM
859
Palisade Asset Management
Minnesota
$828K – – –
NB
860
NBT Bank
New York
$813K -$10.3K -105 -1%
AFC
861
AFT Forsyth & Company
Florida
$808K +$75.1K +766 +10%
MAA
862
Mraz Amerine & Associates
California
$807K -$588 -6 -0.1%
GT
863
Greenleaf Trust
Michigan
$807K +$207K +2,109 +34%
EFS
864
Essex Financial Services
Connecticut
$806K -$61.6K -628 -7%
Cerity Partners
865
Cerity Partners
New York
$804K +$167K +1,702 +26%
EHC
866
Everett Harris & Co
California
$799K -$9.8K -100 -1%
CCP
867
Corient Capital Partners
California
$790K +$20.9K +213 +3%
RWA
868
Ropes Wealth Advisors
Massachusetts
$788K – – –
PP
869
Patten & Patten
Tennessee
$784K -$29.4K -300 -4%
CAG
870
Csenge Advisory Group
Florida
$784K +$143K +1,457 +22%
AWA
871
Arete Wealth Advisors
Illinois
$784K +$232K +2,363 +42%
SC
872
Savant Capital
Illinois
$778K -$15.9K -162 -2%
IAMOG
873
Investors Asset Management of Georgia
Georgia
$772K – – –
CG
874
Caprock Group
Idaho
$769K -$94.8K -968 -11%
DPIM
875
Duff & Phelps Investment Management
Illinois
$765K -$13.7K -140 -2%
33 34
35
36 37