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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 %
RIL
1001
Rothschild Investment LLC
Illinois
$466K – – –
LFAS
1002
Level Four Advisory Services
Texas
$464K +$980 +10 +0.2%
TPWA
1003
TRUE Private Wealth Advisors
Oregon
$460K -$10.3K -105 -2%
ST
1004
Spinnaker Trust
Maine
$458K +$14.2K +145 +3%
BMC
1005
Beaton Management Company
Massachusetts
$456K – – –
SC
1006
Schulhoff & Co
Ohio
$455K – – –
BFC
1007
Blue Fin Capital
Rhode Island
$455K +$2.64K +27 +0.6%
WTB
1008
Washington Trust Bank
Washington
$451K -$401K -4,100 -47%
PFM
1009
Parsec Financial Management
North Carolina
$448K +$196K +2,000 +78%
LIM
1010
Leavell Investment Management
Alabama
$447K – – –
WPC
1011
White Pine Capital
Minnesota
$445K +$1.47K +15 +0.3%
LWAC
1012
Laurel Wealth Advisors (California)
California
$444K -$9.6K -98 -2%
TF
1013
Tompkins Financial
New York
$443K – – –
PGCM
1014
Prescott Group Capital Management
Oklahoma
$441K – – –
CA
1015
Continuum Advisory
Idaho
$437K +$20.1K +205 +5%
AWM
1016
Aevitas Wealth Management
Massachusetts
$432K +$1.37K +14 +0.3%
SGAM
1017
Steinberg Global Asset Management
Florida
$432K +$9.81K +100 +2%
CIC
1018
Carnegie Investment Counsel
Ohio
$431K +$175K +1,709 +68%
BST
1019
Bath Savings Trust
Maine
$428K – – –
WB
1020
WesBanco Bank
West Virginia
$427K – – –
LWM
1021
Lyell Wealth Management
California
$425K – – –
BIA
1022
Bigelow Investment Advisors
Maine
$423K -$2.45K -25 -0.6%
TWA
1023
TCI Wealth Advisors
Arizona
$419K -$294 -3 -0.1%
SCM
1024
Stellar Capital Management
Arizona
$419K +$2.84K +29 +0.7%
NL
1025
NWAM LLC
Washington
$411K +$80.6K +823 +24%
39 40
41
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