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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 %
NSIM
876
North Star Investment Management
Illinois
$763K – – –
UR
877
USCA RIA
Texas
$762K -$2.79M -28,502 -79%
BIC
878
Beach Investment Counsel
Pennsylvania
$758K – – –
QIM
879
Quest Investment Management
Oregon
$757K +$90.6K +924 +14%
SPC
880
Stewart & Patten Company
California
$755K -$39.2K -400 -5%
MIH
881
Meitav Investment House
Israel
$753K +$187K +1,932 +33%
MHIC
882
Marble Harbor Investment Counsel
Massachusetts
$752K -$29.4K -300 -4%
WA
883
WBH Advisory
Maryland
$745K +$3.52K +36 +0.5%
LNB
884
Ledyard National Bank
$743K -$24.4K -249 -3%
FMBTD
885
First Midwest Bank Trust Division
Illinois
$740K -$194K -1,980 -21%
LCS
886
Levin Capital Strategies
New York
$736K -$43.5K -444 -6%
FNT
887
First National Trust
Pennsylvania
$735K -$93.5K -954 -11%
CCT
888
Chemung Canal Trust
New York
$734K -$21K -214 -3%
WT
889
Washington Trust
Rhode Island
$734K +$87.6K +894 +14%
LDB
890
Lee, Danner & Bass
Tennessee
$727K +$58.8K +600 +9%
ECM
891
Estabrook Capital Management
New York
$727K -$167K -1,700 -19%
FCI
892
Financial Counselors Inc
Kansas
$726K +$36.4K +371 +5%
FPCG
893
Fort Pitt Capital Group
Pennsylvania
$723K -$10.8K -110 -1%
CONA
894
Capital One National Association
New York
$721K -$809K -8,256 -53%
BIAS
895
Beacon Investment Advisory Services
New Jersey
$716K +$88.9K +907 +14%
WSC
896
Wellington Shields & Co
New York
$715K – – –
QAM
897
Quantres Asset Management
Cayman Islands
$715K +$715K +7,300 New
IA
898
IFP Advisors
Florida
$713K -$100K -1,021 -12%
NL
899
NVWM LLC
Pennsylvania
$711K +$6.95K +71 +1%
CBA
900
Coastal Bridge Advisors
Connecticut
$711K +$10.7K +109 +2%
34 35
36
37 38