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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 %
PC
901
Palo Capital
California
$509K – – –
MHIM
902
MacNealy Hoover Investment Management
Ohio
$505K – – –
GC
903
Garde Capital
Washington
$504K +$504K +5,977 New
LNB
904
Ledyard National Bank
$503K +$75.8K +900 +18%
BHB
905
Bank Hapoalim BM
Israel
$502K +$10.9K +129 +2%
GAM
906
Garrison Asset Management
Arkansas
$499K +$4.63K +55 +0.9%
JFL
907
Jarislowsky, Fraser Ltd
Quebec, Canada
$498K +$25.2K +300 +5%
VKH
908
Virtu KCG Holdings
New York
$497K -$1.83M -21,748 -79%
CAMG
909
CWA Asset Management Group
Florida
$497K -$35.2K -418 -7%
SCM
910
Stellar Capital Management
Arizona
$488K +$84 +1 +0%
ATC
911
Argent Trust Co
Tennessee
$481K -$48.3K -574 -9%
PFBT
912
Parkside Financial Bank & Trust
Missouri
$480K -$63.1K -750 -12%
MGIA
913
Moneta Group Investment Advisors
Missouri
$480K – – –
WAM
914
Wealthspire Advisors (Maryland)
Maryland
$478K +$46.7K +554 +11%
RCAG
915
Rehmann Capital Advisory Group
Michigan
$477K -$89.8K -1,066 -16%
AWA
916
Arete Wealth Advisors
Illinois
$476K +$476K +5,653 New
ASN
917
Advisory Services Network
Georgia
$475K +$2.11K +25 +0.4%
DSC
918
Duncker Streett & Co
Missouri
$473K – – –
CS
919
Cannell & Spears
New York
$468K – – –
RA
920
RFG Advisory
Alabama
$465K +$12.4K +147 +3%
BCM
921
Bayesian Capital Management
New York
$465K +$465K +5,524 New
CSM
922
CAMG Solamere Management
North Carolina
$463K -$3.27K -39 -0.7%
EIM
923
Essex Investment Management
Massachusetts
$463K – – –
WIA
924
Westbourne Investment Advisors
Maryland
$459K -$75.4K -895 -14%
BRWA
925
B. Riley Wealth Advisors
Florida
$459K +$34.8K +412 +8%
35 36
37
38 39