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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 %
FMLI
1026
Fukoku Mutual Life Insurance
Japan
$317K – – –
SIC
1027
Sigma Investment Counselors
Michigan
$316K – – –
LW
1028
Linscomb Wealth
Texas
$315K +$23.1K +255 +8%
AL
1029
AJO LP
Pennsylvania
$314K – – –
CBT
1030
Central Bank & Trust
Kentucky
$314K – – –
MHS
1031
M Holdings Securities
Oregon
$313K +$12.9K +143 +4%
WCM
1032
Weik Capital Management
Pennsylvania
$312K – – –
EWA
1033
EP Wealth Advisors
California
$311K -$12.5K -138 -4%
MFW
1034
Mosaic Family Wealth
Missouri
$311K -$3.89K -43 -1%
HS
1035
HighVista Strategies
Massachusetts
$308K -$54.4K -600 -15%
CSA
1036
Cottage Street Advisors
Massachusetts
$308K – – –
NA
1037
Nottingham Advisors
New York
$308K – – –
NCM
1038
Nelson Capital Management
California
$307K -$906 -10 -0.3%
MCTIC
1039
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$302K -$18.1K -200 -6%
TIA
1040
Tiemann Investment Advisors
California
$301K +$90 +1 +0%
PG
1041
Patten Group
Tennessee
$299K – – –
TL
1042
Tirschwell & Loewy
New York
$299K – – –
KFS
1043
Kurt F. Somerville
$299K – – –
SBWM
1044
Sunflower Bank Wealth Management
Arizona
$298K -$1.45M -16,000 -83%
BCB
1045
Brian C. Broderick
$296K -$65.5K -725 -18%
DWM
1046
Doyle Wealth Management
Florida
$296K +$296K +3,274 New
KA
1047
Kovack Advisors
Florida
$295K -$57.2K -632 -16%
DCM
1048
Donaldson Capital Management
Indiana
$295K +$2.54K +28 +0.9%
VIA
1049
Vident Investment Advisory
Georgia
$295K +$295K +3,258 New
SCM
1050
SKBA Capital Management
California
$294K – – –
40 41
42
43 44