AXP icon

American Express
AXP

Overview Fund Activity

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$856M
2
Citadel Advisors
Citadel Advisors
Florida
$152M
3
TAM
Troy Asset Management
United Kingdom
$145M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$242M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$242M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$1.17B
2
BlackRock
BlackRock
New York
$3.83B
3
T
Thomaspartners
Massachusetts
$2.32M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$448M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
976
WesBanco Bank
West Virginia
$394K -$22.6K -250 -5%
DCM
977
Driehaus Capital Management
Illinois
$391K +$391K +4,319 New
SGAM
978
Steinberg Global Asset Management
Florida
$389K – – –
TWA
979
TCI Wealth Advisors
Arizona
$387K -$271 -3 -0.1%
VFA
980
Valeo Financial Advisors
Indiana
$387K +$387K +4,282 New
SCM
981
Stonebridge Capital Management
California
$385K – – –
CPO
982
Cerity Partners OCIO
New York
$385K +$527 +6 +0.1%
LFAS
983
Level Four Advisory Services
Texas
$385K +$13.9K +154 +4%
SSA
984
Schonfeld Strategic Advisors
New York
$382K +$382K +4,220 New
RI
985
Ridgewood Investments
New Jersey
$381K -$12.3K -136 -3%
BIM
986
Bridges Investment Management
Nebraska
$375K +$375K +4,150 New
FHA
987
Flagship Harbor Advisors
Massachusetts
$372K +$15.9K +171 +4%
WA
988
Wheatland Advisors
Pennsylvania
$371K – – –
LWM
989
Lyell Wealth Management
California
$371K – – –
CS
990
Comerica Securities
Michigan
$368K +$86.7K +959 +31%
SSG
991
Summit Securities Group
New York
$362K +$362K +4,000 New
HBT
992
Hills Bank & Trust
Iowa
$353K -$9.05K -100 -3%
DAM
993
Doheny Asset Management
California
$353K – – –
WEC
994
Winslow Evans & Crocker
Massachusetts
$351K +$181 +2 +0.1%
TPWA
995
TRUE Private Wealth Advisors
Oregon
$350K +$2.89K +32 +0.8%
AIM
996
Advantage Investment Management
Iowa
$350K +$134K +1,484 +62%
WIM
997
Wittenberg Investment Management
Massachusetts
$349K – – –
CA
998
Continuum Advisory
Idaho
$348K -$13.1K -145 -4%
PHAM
999
Palisades Hudson Asset Management
Florida
$347K -$1.9K -21 -0.5%
B
1000
Brightworth
Georgia
$347K +$347K +3,841 New
38 39
40
41 42