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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 %
LOAMS
1051
Lombard Odier Asset Management (Switzerland)
Switzerland
$267K – – –
HCM
1052
Highbridge Capital Management
New York
$267K +$267K +3,166 New
FPFS
1053
First Personal Financial Services
North Carolina
$266K -$84.5K -1,002 -24%
GRP
1054
Global Retirement Partners
California
$265K +$71.8K +852 +37%
AB
1055
Atlas Brown
Kentucky
$263K +$263K +3,125 New
GW
1056
GW & Wade
Massachusetts
$262K +$20.5K +243 +8%
CS
1057
Comerica Securities
Michigan
$262K +$32.4K +385 +14%
BCM
1058
Brookstone Capital Management
Illinois
$261K -$78K -926 -23%
CCMD
1059
Cypress Capital Management (Delaware)
Delaware
$261K +$11.9K +141 +5%
WC
1060
Whitnell & Co
Illinois
$259K +$84 +1 +0%
FFBTD
1061
First Financial Bank - Trust Division
Ohio
$256K +$8.01K +95 +3%
RHAM
1062
Round Hill Asset Management
California
$254K – – –
VCM
1063
Violich Capital Management
California
$253K – – –
ACM
1064
AUA Capital Management
Pennsylvania
$253K +$194K +2,300 +329%
BSA
1065
Braun Stacey Associates
New York
$253K +$253K +3,000 New
CA
1066
Cambridge Advisors
Nebraska
$249K – – –
MIP
1067
Marietta Investment Partners
Wisconsin
$249K – – –
NSIM
1068
North Star Investment Management
Illinois
$248K +$1.68K +20 +0.7%
LJHT
1069
Laurie J. Hall Trustee
$245K – – –
SLT
1070
St Louis Trust
Missouri
$243K – – –
CAG
1071
Crestwood Advisors Group
Massachusetts
$243K – – –
PL
1072
Parkwood LLC
Ohio
$242K -$80.9K -960 -25%
WB
1073
Webster Bank
Connecticut
$241K – – –
MPM
1074
Meritage Portfolio Management
Kansas
$241K – – –
IIC
1075
Integrated Investment Consultants
Michigan
$241K – – –
41 42
43
44 45