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 %
TSS
1001
Two Sigma Securities
New York
$346K -$1.38M -15,220 -80%
AIM
1002
Aspen Investment Management
Michigan
$346K – – –
AIM
1003
Allen Investment Management
New York
$345K – – –
TF
1004
Tompkins Financial
New York
$344K -$128K -1,410 -27%
WMC
1005
Westwood Management Corporation
Illinois
$344K – – –
VDBMI
1006
Van Den Berg Management I
Texas
$339K – – –
WF
1007
WealthTrust Fairport
Ohio
$339K +$3.17K +35 +0.9%
LA
1008
LVW Advisors
New York
$339K +$11.9K +131 +4%
EWM
1009
Evermay Wealth Management
Virginia
$339K +$339K +3,752 New
MWP
1010
MYCIO Wealth Partners
Pennsylvania
$335K -$10.6K -117 -3%
SFA
1011
Sequoia Financial Advisors
Ohio
$334K +$23.4K +259 +8%
SWA
1012
Sutton Wealth Advisors
Florida
$333K – – –
DI
1013
Diligent Investors
California
$330K -$4.53K -50 -1%
WCM
1014
Weatherstone Capital Management
Colorado
$330K +$4.88K +54 +2%
EAM
1015
Evanson Asset Management
California
$328K – – –
SNT
1016
Security National Trust
West Virginia
$322K – – –
PL
1017
Parkwood LLC
Ohio
$322K +$62.2K +687 +24%
WIA
1018
Westbourne Investment Advisors
Maryland
$321K -$172K -1,900 -35%
CAM
1019
Cypress Asset Management
Texas
$321K -$27.1K -300 -8%
MRCM
1020
M&R Capital Management
New Jersey
$320K -$27.1K -300 -8%
ATC
1021
Adirondack Trust Company
New York
$319K – – –
CWA
1022
Cypress Wealth Advisors
California
$318K -$10.1K -112 -3%
ZAM
1023
Zevin Asset Management
Massachusetts
$317K -$1.45K -16 -0.5%
EVM
1024
Evelyn V. Moreno
$317K – – –
PFS
1025
Physicians Financial Services
North Carolina
$317K – – –
39 40
41
42 43