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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 %
TSWM
1051
Triangle Securities Wealth Management
North Carolina
$290K – – –
FWIA
1052
Fort Washington Investment Advisors
Ohio
$289K +$289K +3,200 New
AB
1053
Atlas Brown
Kentucky
$288K +$5.43K +60 +2%
LOAMS
1054
Lombard Odier Asset Management (Switzerland)
Switzerland
$286K – – –
SMH
1055
Sanders Morris Harris
Texas
$286K – – –
FNBOH
1056
First National Bank of Hutchinson
Kansas
$286K – – –
GRP
1057
Global Retirement Partners
California
$285K +$91 +1 +0%
GFPC
1058
Global Financial Private Capital
Florida
$285K +$285K +3,150 New
MIM
1059
Montgomery Investment Management
Maryland
$283K -$99.4K -1,100 -26%
KI
1060
Koch Industries
Kansas
$281K +$281K +3,101 New
CCMD
1061
Cypress Capital Management (Delaware)
Delaware
$280K – – –
AAM
1062
Aureus Asset Management
Massachusetts
$280K +$280K +3,100 New
AI
1063
Accredited Investors
Minnesota
$277K -$19.9K -220 -7%
FFBTD
1064
First Financial Bank - Trust Division
Ohio
$275K – – –
GW
1065
GW & Wade
Massachusetts
$273K -$8.97K -99 -3%
RHAM
1066
Round Hill Asset Management
California
$273K – – –
VCM
1067
Violich Capital Management
California
$271K – – –
ACM
1068
AUA Capital Management
Pennsylvania
$271K – – –
LNC
1069
Lincoln National Corp
Pennsylvania
$271K +$45.5K +503 +20%
BCM
1070
Brookstone Capital Management
Illinois
$269K -$11.4K -126 -4%
SIC
1071
Salem Investment Counselors
North Carolina
$269K +$8.98K +99 +3%
CA
1072
Cambridge Advisors
Nebraska
$268K – – –
AA
1073
Ancora Advisors
Ohio
$268K +$268K +2,958 New
MIP
1074
Marietta Investment Partners
Wisconsin
$267K – – –
APP
1075
Avantax Planning Partners
Iowa
$267K +$267K +2,952 New
41 42
43
44 45