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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 %
ASN
901
Advisory Services Network
Georgia
$544K +$34.2K +378 +7%
BSW
902
Buckingham Strategic Wealth
Missouri
$543K -$36.4K -402 -6%
MHIM
903
MacNealy Hoover Investment Management
Ohio
$543K – – –
GC
904
Garde Capital
Washington
$541K – – –
CAG
905
Csenge Advisory Group
Florida
$539K +$539K +5,961 New
MA
906
Montag & Associates
Georgia
$539K -$24.1K -266 -4%
PC
907
Palo Capital
California
$536K -$11.3K -125 -2%
JFL
908
Jarislowsky, Fraser Ltd
Quebec, Canada
$535K – – –
PCM
909
Penserra Capital Management
California
$534K +$229K +2,530 +75%
CAMG
910
CWA Asset Management Group
Florida
$533K – – –
AA
911
ALPS Advisors
Colorado
$526K +$56.4K +623 +12%
SCM
912
Stellar Capital Management
Arizona
$524K +$90 +1 +0%
IPAM
913
ICICI Prudential Asset Management
India
$516K -$45.3K -500 -8%
PFBT
914
Parkside Financial Bank & Trust
Missouri
$516K – – –
MGIA
915
Moneta Group Investment Advisors
Missouri
$516K +$633 +7 +0.1%
TRCT
916
Tower Research Capital (TRC)
New York
$515K -$539K -5,960 -51%
DSC
917
Duncker Streett & Co
Missouri
$508K – – –
GT
918
Greenleaf Trust
Michigan
$508K +$119K +1,316 +31%
IUHSA
919
Itau Unibanco Holding S.A.
Brazil
$507K -$1.45M -5,058 -74%
CCC
920
Chelsea Counsel Company
California
$507K -$64.3K -710 -11%
BRWA
921
B. Riley Wealth Advisors
Florida
$507K +$13.3K +146 +3%
GAM
922
Garrison Asset Management
Arkansas
$506K -$29.8K -330 -6%
SBH
923
Segall Bryant & Hamill
Illinois
$505K +$102K +1,126 +25%
RA
924
RFG Advisory
Alabama
$504K -$1.83K -20 -0.4%
AF
925
Arrow Financial
New York
$503K -$501K -5,530 -50%
35 36
37
38 39