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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 %
SCM
901
Shelton Capital Management
Colorado
$709K -$52.2K -532 -7%
LOAME
902
Lombard Odier Asset Management (Europe)
United Kingdom
$709K -$44K -449 -6%
BSW
903
Buckingham Strategic Wealth
Missouri
$708K -$51.8K -528 -7%
HFS
904
Haverford Financial Services
Pennsylvania
$707K – – –
Fuller & Thaler Asset Management
905
Fuller & Thaler Asset Management
California
$706K – – –
PTC
906
Private Trust Company
Ohio
$703K +$29.6K +302 +4%
RE
907
RBC Europe
United Kingdom
$701K -$7.84K -80 -1%
CFG
908
Citizens Financial Group
Rhode Island
$701K -$265K -2,700 -27%
SCA
909
Sippican Capital Advisors
Massachusetts
$701K – – –
BA
910
Birinyi Associates
Connecticut
$698K +$63.7K +650 +10%
GWM
911
Geneos Wealth Management
Colorado
$696K -$16.9K -173 -2%
GRP
912
Global Retirement Partners
California
$695K -$2.84K -29 -0.4%
LRPA
913
L. Roy Papp & Associates
Arizona
$692K – – –
PK
914
Pflug Koory
Nebraska
$692K – – –
MA
915
Mutual Advisors
Nebraska
$690K +$29.8K +304 +5%
DW
916
Domani Wealth
Pennsylvania
$686K – – –
MMG
917
Monetary Management Group
Missouri
$684K – – –
CIA
918
Capital Investment Advisors
Georgia
$682K +$17.8K +182 +3%
JIC
919
Joel Isaacson & Co
New York
$681K – – –
NIT
920
NumerixS Investment Technologies
British Columbia, Canada
$680K +$680K +7,010 New
RIG
921
Roosevelt Investment Group
New York
$678K -$66.8K -682 -9%
MBTD
922
Mechanics Bank - Trust Department
California
$677K +$19.7K +201 +3%
TC
923
Telemus Capital
Michigan
$673K +$24.7K +252 +4%
PGWM
924
Parisi Gray Wealth Management
New Jersey
$672K +$53.8K +546 +9%
CCM
925
Compton Capital Management
Rhode Island
$668K -$13.4K -137 -2%
35 36
37
38 39