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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 %
WA
926
WP Advisors
California
$457K -$95.1K -1,129 -17%
WA
927
Wasatch Advisors
Utah
$455K -$50.6K -600 -10%
SCI
928
S&CO Inc
Massachusetts
$455K – – –
EB
929
Eastern Bank
Massachusetts
$455K +$48.8K +580 +12%
OC
930
Oakworth Capital
Alabama
$449K – – –
Koshinski Asset Management
931
Koshinski Asset Management
Illinois
$448K +$758 +9 +0.2%
ST
932
Spot Trading
Illinois
$447K +$447K +5,306 New
EHC
933
Everett Harris & Co
California
$442K -$25.2K -300 -5%
HCMNY
934
Howard Capital Management (New York)
New York
$442K – – –
TF
935
Tompkins Financial
New York
$439K +$2.53K +30 +0.6%
AA
936
ALPS Advisors
Colorado
$437K +$90.8K +1,078 +26%
MFW
937
Meristem Family Wealth
Minnesota
$436K – – –
HT
938
HighTower Trust
Texas
$429K -$54.4K -645 -11%
FB
939
Fulton Bank
Pennsylvania
$429K -$20.6K -244 -5%
FBT
940
First Bankers Trust
Kentucky
$428K +$21.2K +252 +5%
FCCM
941
First City Capital Management
Georgia
$417K – – –
HIM
942
Hermes Investment Management
United Kingdom
$417K +$417K +4,950 New
LJAC
943
L.J. Altfest & Co
New York
$415K – – –
LIM
944
Leavell Investment Management
Alabama
$410K – – –
HB
945
Homrich & Berg
Georgia
$407K -$4.13K -49 -1%
S
946
SignatureFD
Georgia
$405K -$49.9K -593 -11%
RIL
947
Rothschild Investment LLC
Illinois
$402K -$43.8K -520 -10%
PFS
948
Prospera Financial Services
Texas
$401K -$45.6K -542 -10%
CWM
949
Cornerstone Wealth Management
Missouri
$401K +$15.2K +181 +4%
CFP
950
Cornerstone Financial Partners
North Carolina
$401K +$401K +4,773 New
36 37
38
39 40