AXP icon

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
976
Wheatland Advisors
Pennsylvania
$345K – – –
IFAM
977
Institutional & Family Asset Management
Colorado
$342K +$1.26K +15 +0.4%
CPA
978
Clear Perspective Advisors
Illinois
$338K -$48.4K -575 -13%
HS
979
HighVista Strategies
Massachusetts
$337K -$843K -10,000 -71%
BCB
980
Brian C. Broderick
$337K -$25.3K -300 -7%
HBT
981
Hills Bank & Trust
Iowa
$337K -$4.21K -50 -1%
NA
982
NewEdge Advisors
Louisiana
$337K +$28.7K +340 +9%
CA
983
Continuum Advisory
Idaho
$336K +$44K +523 +15%
WPC
984
White Pine Capital
Minnesota
$336K +$336K +3,985 New
DAM
985
Doheny Asset Management
California
$329K – – –
KA
986
Kovack Advisors
Florida
$328K +$328K +3,894 New
WEC
987
Winslow Evans & Crocker
Massachusetts
$327K -$168 -2 -0.1%
QIM
988
Quest Investment Management
Oregon
$325K -$30.4K -361 -9%
PHAM
989
Palisades Hudson Asset Management
Florida
$325K – – –
WIM
990
Wittenberg Investment Management
Massachusetts
$325K – – –
CAM
991
Cypress Asset Management
Texas
$324K -$8.42K -100 -3%
SYBT
992
Stock Yards Bank & Trust
Kentucky
$324K – – –
MRCM
993
M&R Capital Management
New Jersey
$323K -$94.1K -1,119 -23%
TPWA
994
TRUE Private Wealth Advisors
Oregon
$323K +$28.6K +340 +10%
MWP
995
MYCIO Wealth Partners
Pennsylvania
$322K -$54K -641 -14%
AIM
996
Aspen Investment Management
Michigan
$322K – – –
AIM
997
Allen Investment Management
New York
$321K -$3.95M -46,878 -92%
WMC
998
Westwood Management Corporation
Illinois
$320K – – –
FHA
999
Flagship Harbor Advisors
Massachusetts
$319K -$39.9K -480 -11%
LFAS
1000
Level Four Advisory Services
Texas
$319K -$856 -11 -0.3%
38 39
40
41 42