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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 %
BTNA
1026
Bremer Trust National Association
Minnesota
$411K +$83.7K +855 +26%
BMC
1027
Benin Management Corp
Connecticut
$410K -$19.6K -200 -5%
SCP
1028
Silverleafe Capital Partners
Tennessee
$410K -$2.94K -30 -0.7%
WCM
1029
Weatherstone Capital Management
Colorado
$408K -$22.7K -232 -5%
SYBT
1030
Stock Yards Bank & Trust
Kentucky
$405K -$16.2K -165 -4%
RI
1031
Ridgewood Investments
New Jersey
$405K – – –
SCM
1032
Stonebridge Capital Management
California
$403K +$1.97K +20 +0.5%
WA
1033
Wheatland Advisors
Pennsylvania
$402K – – –
WF
1034
WealthTrust Fairport
Ohio
$401K -$75.3K -769 -16%
II
1035
Ibex Investors
Colorado
$401K +$401K +4,097 New
MWP
1036
MYCIO Wealth Partners
Pennsylvania
$400K +$64.8K +660 +19%
CPO
1037
Cerity Partners OCIO
New York
$399K +$379 +4 +0.1%
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$399K +$158K +1,609 +65%
AAM
1039
Autus Asset Management
Arizona
$396K -$25.8K -264 -6%
BIM
1040
Barton Investment Management
Pennsylvania
$394K – – –
FP
1041
Factorial Partners
New York
$392K – – –
ACM
1042
AlphaStar Capital Management
North Carolina
$390K +$390K +3,983 New
HJA
1043
Hugh Johnson Advisors
New York
$389K -$77K -785 -17%
BJL
1044
Brighton Jones LLC
Washington
$385K -$24.1K -246 -6%
Capstone Investment Advisors
1045
Capstone Investment Advisors
New York
$383K +$383K +3,910 New
HBT
1046
Hills Bank & Trust
Iowa
$382K – – –
PP
1047
Palladium Partners
Virginia
$381K +$60.9K +622 +19%
HIM
1048
Hillsdale Investment Management
Ontario, Canada
$380K -$14.2K -145 -4%
WIM
1049
Wittenberg Investment Management
Massachusetts
$378K – – –
PHAM
1050
Palisades Hudson Asset Management
Florida
$376K – – –
40 41
42
43 44