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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 %
BHBT
926
Burke & Herbert Bank & Trust
Virginia
$663K -$1.96K -20 -0.3%
HFM
927
Hartford Financial Management
Connecticut
$661K -$13.2K -135 -2%
HT
928
Heritage Trust
Oklahoma
$660K – – –
FPCM
929
Financial Partners Capital Management
New York
$658K -$31.2K -319 -5%
SA
930
Strategic Advisors
New York
$658K +$5.69K +58 +0.9%
FI
931
FormulaFolio Investments
Michigan
$657K +$657K +6,703 New
WA
932
WealthTrust Axiom
Pennsylvania
$655K – – –
IFAM
933
Institutional & Family Asset Management
Colorado
$655K +$19.9K +203 +3%
ABC
934
Associated Banc-Corp
Wisconsin
$644K -$14.7K -150 -2%
MFG
935
Monte Financial Group
Connecticut
$643K +$13.7K +140 +2%
DWM
936
Doyle Wealth Management
Florida
$640K -$43.3K -442 -6%
OCM
937
Osterweis Capital Management
California
$625K – – –
BAM
938
Boyar Asset Management
New York
$624K – – –
RIM
939
Regent Investment Management
Kentucky
$622K -$14.7K -150 -2%
SBH
940
Segall Bryant & Hamill
Illinois
$621K +$83.7K +854 +16%
EM
941
Excalibur Management
Massachusetts
$619K – – –
P
942
Pitcairn
Pennsylvania
$615K -$17.5K -179 -3%
SCP
943
Sandhill Capital Partners
New York
$615K -$5.68K -58 -0.9%
VIA
944
Vantage Investment Advisors
Pennsylvania
$615K – – –
EB
945
Eastern Bank
Massachusetts
$614K – – –
WI
946
Wintrust Investments
Illinois
$613K -$27K -275 -4%
MCM
947
Manchester Capital Management
Vermont
$612K -$15.7K -160 -2%
VFA
948
Valeo Financial Advisors
Indiana
$610K +$85K +834 +16%
MA
949
Montag & Associates
Georgia
$608K – – –
MPPLM
950
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$604K -$91.6K -935 -13%
36 37
38
39 40