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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 %
HJA
951
Hugh Johnson Advisors
New York
$400K – – –
WPP
952
Whalerock Point Partners
Rhode Island
$400K +$3.53K +42 +0.9%
BCM
953
BTR Capital Management
California
$397K -$284K -3,375 -42%
BMC
954
Beaton Management Company
Massachusetts
$392K +$392K +4,656 New
SC
955
Schulhoff & Co
Ohio
$391K – – –
WB
956
WesBanco Bank
West Virginia
$389K -$21.9K -260 -5%
KLI
957
Kelman-Lazarov Inc
Tennessee
$389K +$22.3K +264 +6%
LWAC
958
Laurel Wealth Advisors (California)
California
$388K -$3.71K -44 -0.9%
BTNA
959
Bremer Trust National Association
Minnesota
$385K -$39.8K -471 -9%
BMC
960
Benin Management Corp
Connecticut
$383K +$25.3K +300 +7%
ST
961
Spinnaker Trust
Maine
$382K -$8.42K -100 -2%
PGCM
962
Prescott Group Capital Management
Oklahoma
$379K – – –
SBH
963
Segall Bryant & Hamill
Illinois
$375K +$24.5K +291 +7%
BST
964
Bath Savings Trust
Maine
$369K +$1.18K +14 +0.3%
RI
965
Ridgewood Investments
New Jersey
$367K -$30.3K -359 -8%
EGA
966
Eagle Global Advisors
Texas
$366K +$366K +4,344 New
SGAM
967
Steinberg Global Asset Management
Florida
$363K -$1.69K -20 -0.5%
GT
968
Greenleaf Trust
Michigan
$362K +$21.2K +252 +6%
TWA
969
TCI Wealth Advisors
Arizona
$361K – – –
Twin Tree Management
970
Twin Tree Management
Texas
$360K -$95.1K -1,130 -21%
CPO
971
Cerity Partners OCIO
New York
$359K -$6.4K -78 -2%
SCM
972
Stonebridge Capital Management
California
$358K +$358K +4,250 New
MIM
973
Montgomery Investment Management
Maryland
$357K -$238K -2,824 -40%
RMCM
974
Reynders McVeigh Capital Management
Massachusetts
$349K -$1.43K -17 -0.4%
LWM
975
Lyell Wealth Management
California
$345K -$274K -3,250 -44%
37 38
39
40 41