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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
$868M
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
$75.9M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Goldman Sachs
Goldman Sachs
New York
$308M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$590M
4
Citadel Advisors
Citadel Advisors
Florida
$3.38M
5
State Street
State Street
Massachusetts
$3.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1026
AJO LP
Pennsylvania
$292K – – –
WCM
1027
Weik Capital Management
Pennsylvania
$291K – – –
SFA
1028
Sequoia Financial Advisors
Ohio
$289K -$8.5K -101 -3%
NA
1029
Nottingham Advisors
New York
$287K -$12.6K -150 -4%
CSA
1030
Cottage Street Advisors
Massachusetts
$286K – – –
NCM
1031
Nelson Capital Management
California
$286K +$841 +10 +0.3%
PG
1032
Patten Group
Tennessee
$284K – – –
PCM
1033
Penserra Capital Management
California
$284K +$31.6K +375 +13%
HIIFS
1034
Harel Insurance Investments & Financial Services
Israel
$284K +$284K +3,370 New
M
1035
MOTCO
Texas
$282K +$139K +1,655 +98%
TIA
1036
Tiemann Investment Advisors
California
$280K +$84 +1 +0%
MHS
1037
M Holdings Securities
Oregon
$279K +$53.8K +639 +24%
BOTW
1038
Bank of the West
California
$279K +$279K +3,318 New
KFS
1039
Kurt F. Somerville
$278K -$59K -700 -18%
TL
1040
Tirschwell & Loewy
New York
$278K – – –
AI
1041
Accredited Investors
Minnesota
$276K +$8.68K +103 +3%
SCM
1042
SKBA Capital Management
California
$274K – – –
CG
1043
Colony Group
Massachusetts
$273K +$273K +3,235 New
LW
1044
Linscomb Wealth
Texas
$272K -$37.9K -450 -12%
DCM
1045
Donaldson Capital Management
Indiana
$272K +$4.21K +50 +2%
Susquehanna International Group
1046
Susquehanna International Group
Pennsylvania
$271K -$18.2M -216,332 -99%
BA
1047
Boston Advisors
Massachusetts
$271K – – –
TSWM
1048
Triangle Securities Wealth Management
North Carolina
$270K -$16.8K -200 -6%
FNBOH
1049
First National Bank of Hutchinson
Kansas
$267K -$1.2K -14 -0.4%
SMH
1050
Sanders Morris Harris
Texas
$267K – – –
40 41
42
43 44