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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 %
VDBMI
1001
Van Den Berg Management I
Texas
$316K – – –
SFS
1002
Strategic Financial Services
New York
$316K +$316K +3,750 New
WF
1003
WealthTrust Fairport
Ohio
$313K – – –
VF
1004
Virtu Financial
New York
$312K +$312K +3,709 New
DI
1005
Diligent Investors
California
$311K – – –
SWA
1006
Sutton Wealth Advisors
Florida
$310K – – –
BTIS
1007
BB&T Investment Services
North Carolina
$306K +$100K +1,166 +49%
CWA
1008
Cypress Wealth Advisors
California
$305K -$386K -4,590 -56%
EAM
1009
Evanson Asset Management
California
$305K -$155K -1,841 -34%
LA
1010
LVW Advisors
New York
$304K -$16.4K -195 -5%
MCM
1011
Manchester Capital Management
Vermont
$304K +$41.3K +490 +16%
NL
1012
NWAM LLC
Washington
$303K -$480K -5,704 -61%
WCM
1013
Weatherstone Capital Management
Colorado
$303K +$40.3K +479 +15%
RA
1014
Rational Advisors
New York
$303K +$303K +3,600 New
EWA
1015
EP Wealth Advisors
California
$301K +$301K +3,578 New
SNT
1016
Security National Trust
West Virginia
$300K -$21K -249 -7%
MCTIC
1017
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$299K – – –
ZAM
1018
Zevin Asset Management
Massachusetts
$297K -$9.28K -110 -3%
ATC
1019
Adirondack Trust Company
New York
$296K -$50.8K -605 -15%
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$295K – – –
EVM
1021
Evelyn V. Moreno
$295K – – –
PFS
1022
Physicians Financial Services
North Carolina
$295K – – –
SIC
1023
Sigma Investment Counselors
Michigan
$294K +$3.37K +40 +1%
MFW
1024
Mosaic Family Wealth
Missouri
$293K -$292K -3,471 -50%
CBT
1025
Central Bank & Trust
Kentucky
$293K -$40.2K -477 -12%
39 40
41
42 43