AXP icon

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 %
IOOF
876
Independent Order of Foresters
Ontario, Canada
$607K – – –
WT
877
Washington Trust
Rhode Island
$607K +$4.97K +55 +0.8%
SA
878
Strategic Advisors
New York
$601K +$634 +7 +0.1%
TC
879
Telemus Capital
Michigan
$600K -$18.6K -205 -3%
SBSB
880
Sullivan, Bruyette, Speros & Blaney
Virginia
$593K – – –
CIA
881
Capital Investment Advisors
Georgia
$592K +$11.6K +128 +2%
SSWM
882
Sheets Smith Wealth Management
North Carolina
$589K +$2.08K +23 +0.4%
RIM
883
Regent Investment Management
Kentucky
$588K -$22.2K -245 -4%
BA
884
Birinyi Associates
Connecticut
$586K – – –
IFAM
885
Institutional & Family Asset Management
Colorado
$582K +$215K +2,376 +58%
ABC
886
Associated Banc-Corp
Wisconsin
$578K – – –
PVWM
887
Point View Wealth Management
New Jersey
$577K -$83.4K -921 -13%
BFC
888
Blue Fin Capital
Rhode Island
$577K -$72.8K -806 -11%
OCM
889
Osterweis Capital Management
California
$576K – – –
BHB
890
Bank Hapoalim BM
Israel
$573K +$34.8K +385 +6%
NA
891
NewEdge Advisors
Louisiana
$573K +$207K +2,258 +56%
BAM
892
Boyar Asset Management
New York
$572K -$9.05K -100 -2%
EM
893
Excalibur Management
Massachusetts
$571K -$123K -1,365 -18%
CCA
894
Checchi Capital Advisers
California
$571K +$23.1K +255 +4%
VIA
895
Vantage Investment Advisors
Pennsylvania
$567K – – –
IAA
896
Independent Advisor Alliance
North Carolina
$563K +$563K +6,143 New
BBI
897
Baxter Bros Inc
Connecticut
$559K – – –
QIM
898
Quest Investment Management
Oregon
$556K +$207K +2,288 +59%
SCP
899
Sandhill Capital Partners
New York
$552K -$20.2K -223 -4%
CFP
900
Cornerstone Financial Partners
North Carolina
$551K +$122K +1,355 +28%
34 35
36
37 38