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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 %
AIM
1051
Aspen Investment Management
Michigan
$375K – – –
LJAC
1052
L.J. Altfest & Co
New York
$374K -$25.3K -258 -6%
WMC
1053
Westwood Management Corporation
Illinois
$372K – – –
EWM
1054
Evermay Wealth Management
Virginia
$371K – – –
RMCM
1055
Reynders McVeigh Capital Management
Massachusetts
$370K -$14.2K -145 -4%
WEC
1056
Winslow Evans & Crocker
Massachusetts
$370K – – –
EWA
1057
EP Wealth Advisors
California
$369K +$11.2K +114 +3%
BSA
1058
Braun Stacey Associates
New York
$368K – – –
EGA
1059
E&G Advisors
Texas
$368K +$368K +3,750 New
SL
1060
Signition LP
New York
$367K +$367K +3,746 New
CSM
1061
CAMG Solamere Management
North Carolina
$366K -$91.7K -935 -20%
VDBMI
1062
Van Den Berg Management I
Texas
$363K -$980 -10 -0.3%
BI
1063
Bredin Investment
Delaware
$362K – – –
SWA
1064
Sutton Wealth Advisors
Florida
$361K – – –
SBSB
1065
Sullivan, Bruyette, Speros & Blaney
Virginia
$358K -$26.4K -270 -7%
DI
1066
Diligent Investors
California
$357K – – –
SIC
1067
Sigma Investment Counselors
Michigan
$353K +$15K +153 +4%
Koshinski Asset Management
1068
Koshinski Asset Management
Illinois
$351K -$199K -2,035 -36%
EAM
1069
Evanson Asset Management
California
$351K – – –
SNT
1070
Security National Trust
West Virginia
$349K – – –
AWM
1071
Aries Wealth Management
Maine
$348K -$14.9K -150 -4%
FMLI
1072
Fukoku Mutual Life Insurance
Japan
$343K – – –
SC
1073
Saybrook Capital
North Carolina
$343K – – –
EVM
1074
Evelyn V. Moreno
$343K – – –
JA
1075
JOYN Advisors
Georgia
$342K -$154K -1,574 -31%
41 42
43
44 45