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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 %
IUHSA
976
Itau Unibanco Holding S.A.
Brazil
$536K +$157K +1,601 +41%
CG
977
Clinton Group
New York
$533K +$309K +3,158 +138%
KFS
978
Kurt F. Somerville
$531K -$24.5K -250 -4%
RT
979
Rockland Trust
Massachusetts
$522K +$783 +8 +0.2%
BP
980
Ballentine Partners
Massachusetts
$520K -$10.9K -111 -2%
RCC
981
Red Cedar Capital
Nebraska
$519K – – –
MFW
982
Meristem Family Wealth
Minnesota
$518K – – –
TNB
983
Thomasville National Bank
Georgia
$516K +$105K +1,072 +26%
BIM
984
Bridges Investment Management
Nebraska
$515K +$98.1K +1,000 +24%
WA
985
WP Advisors
California
$512K +$1.67K +17 +0.3%
BPCE
986
Bank Pictet & Cie (Europe)
Germany
$511K -$247K -2,522 -33%
ERIM
987
Eagle Ridge Investment Management
Connecticut
$510K – – –
FHA
988
Flagship Harbor Advisors
Massachusetts
$490K +$76.7K +783 +19%
IAA
989
Independent Advisor Alliance
North Carolina
$488K -$8.29K -85 -2%
HCMNY
990
Howard Capital Management (New York)
New York
$487K -$24.5K -250 -5%
CS
991
Comerica Securities
Michigan
$486K +$19.8K +202 +4%
HIM
992
Hermes Investment Management
United Kingdom
$485K – – –
AF
993
Arrow Financial
New York
$484K -$4.4K -45 -0.9%
FCCM
994
First City Capital Management
Georgia
$483K – – –
PFBT
995
Parkside Financial Bank & Trust
Missouri
$478K -$110K -1,124 -19%
AL
996
Aspiriant LLC
California
$476K -$15.2K -155 -3%
JFL
997
Jarislowsky, Fraser Ltd
Quebec, Canada
$472K -$153K -1,564 -24%
VIA
998
Vident Investment Advisory
Georgia
$472K -$65.3K -666 -12%
FBT
999
First Bankers Trust
Kentucky
$472K – – –
BOTW
1000
Bank of the West
California
$469K -$40.5K -414 -8%
38 39
40
41 42