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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 %
IOOF
876
Independent Order of Foresters
Ontario, Canada
$566K -$30.4K -360 -5%
IH
877
IFC Holdings
Florida
$565K +$673 +8 +0.1%
WT
878
Washington Trust
Rhode Island
$562K -$12.7K -150 -2%
SA
879
Strategic Advisors
New York
$559K -$21.7K -258 -4%
Fuller & Thaler Asset Management
880
Fuller & Thaler Asset Management
California
$556K – – –
SBSB
881
Sullivan, Bruyette, Speros & Blaney
Virginia
$552K -$28.3K -336 -5%
SSWM
882
Sheets Smith Wealth Management
North Carolina
$546K +$2.02K +24 +0.4%
BA
883
Birinyi Associates
Connecticut
$545K – – –
RWP
884
RWA Wealth Partners
Massachusetts
$544K +$80.7K +957 +17%
BAM
885
Boyar Asset Management
New York
$541K -$16.9K -201 -3%
CIA
886
Capital Investment Advisors
Georgia
$541K +$5.65K +67 +1%
BSW
887
Buckingham Strategic Wealth
Missouri
$539K +$33.4K +397 +7%
TDC
888
Thompson Davis & Co
Virginia
$538K -$41.5K -493 -7%
ABC
889
Associated Banc-Corp
Wisconsin
$538K – – –
OCM
890
Osterweis Capital Management
California
$537K – – –
SCP
891
Sandhill Capital Partners
New York
$533K +$17K +202 +3%
CCC
892
Chelsea Counsel Company
California
$532K +$253 +3 +0%
IPAM
893
ICICI Prudential Asset Management
India
$528K -$188K -2,200 -26%
VIA
894
Vantage Investment Advisors
Pennsylvania
$528K +$66.9K +795 +15%
SOADOR
895
State of Alaska Department of Revenue
Alaska
$526K +$285K +3,380 +118%
MA
896
Montag & Associates
Georgia
$524K – – –
BBI
897
Baxter Bros Inc
Connecticut
$521K -$25.2K -299 -5%
CG
898
Cutler Group
California
$518K -$580K -6,887 -53%
PTC
899
Private Trust Company
Ohio
$514K -$589 -7 -0.1%
CCA
900
Checchi Capital Advisers
California
$510K -$47.7K -566 -9%
34 35
36
37 38