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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 %
ITIM
951
Indiana Trust & Investment Management
Indiana
$603K -$83.3K -850 -12%
PVWM
952
Point View Wealth Management
New Jersey
$597K – – –
ACG
953
Allen Capital Group
Nebraska
$593K – – –
BHB
954
Bank Hapoalim BM
Israel
$589K +$5.88K +60 +1%
RG
955
Rathbones Group
United Kingdom
$589K +$71.3K +728 +14%
WC
956
Weil Company
California
$588K – – –
CAMG
957
CWA Asset Management Group
Florida
$586K -$76.6K -781 -12%
Mackenzie Financial
958
Mackenzie Financial
Ontario, Canada
$585K +$71K +724 +14%
PC
959
Palo Capital
California
$583K +$2.45K +25 +0.4%
CC
960
Chicago Capital
Illinois
$581K – – –
BBI
961
Baxter Bros Inc
Connecticut
$581K – – –
S
962
SignatureFD
Georgia
$580K +$39.3K +401 +7%
SCI
963
S&CO Inc
Massachusetts
$578K -$19.6K -200 -3%
GC
964
Garde Capital
Washington
$577K – – –
SSWM
965
Sheets Smith Wealth Management
North Carolina
$572K +$7.05K +72 +1%
ED
966
Exane Derivatives
France
$569K – – –
MGIA
967
Moneta Group Investment Advisors
Missouri
$563K -$2.26K -23 -0.4%
BFC
968
Bedel Financial Consulting
Indiana
$559K +$225K +2,296 +67%
SWMG
969
Signature Wealth Management Group
Georgia
$554K +$32.8K +335 +6%
DSC
970
Duncker Streett & Co
Missouri
$551K – – –
GAM
971
Garrison Asset Management
Arkansas
$549K – – –
RCAG
972
Rehmann Capital Advisory Group
Michigan
$548K -$97.9K -999 -15%
CS
973
Cannell & Spears
New York
$544K – – –
PHK
974
Point72 Hong Kong
Hong Kong
$542K +$384K +3,912 +242%
EIM
975
Essex Investment Management
Massachusetts
$536K -$23.7K -242 -4%
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