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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 %
DP
1076
Dearborn Partners
Illinois
$241K +$1.52K +18 +0.6%
SIC
1077
Salem Investment Counselors
North Carolina
$241K +$3.45K +41 +1%
FCB
1078
First Command Bank
Texas
$240K +$10.7K +127 +5%
FCFS
1079
First Command Financial Services
Texas
$240K +$10.7K +127 +5%
PP
1080
Palladium Partners
Virginia
$237K +$3.88K +46 +2%
GCIA
1081
Gabelli & Co Investment Advisers
New York
$236K – – –
BIC
1082
Bridges Investment Counsel
Nebraska
$235K +$235K +2,800 New
TCM
1083
Tufton Capital Management
Maryland
$232K – – –
TBA
1084
Train Babcock Advisors
New York
$231K -$67.2K -800 -23%
ACA
1085
Anchor Capital Advisors
Massachusetts
$231K -$25.3K -300 -10%
BJ
1086
Brouwer & Janachowski
California
$231K – – –
OA
1087
Oxbow Advisors
Texas
$231K – – –
BWM
1088
Bernicke Wealth Management
Wisconsin
$229K -$246K -2,927 -52%
WG
1089
Welch Group
Alabama
$228K +$31.6K +375 +16%
CL
1090
CPWM LLC
Washington
$227K -$47.9K -570 -17%
CM
1091
Castleark Management
Illinois
$225K – – –
AP
1092
Appleton Partners
Massachusetts
$224K +$674 +8 +0.3%
HAIM
1093
Hunter Associates Investment Management
Pennsylvania
$223K – – –
GBBWRPM
1094
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$223K +$925 +11 +0.4%
HWA
1095
Heritage Wealth Advisors
Virginia
$222K – – –
AL
1096
Aspiriant LLC
California
$222K +$222K +2,637 New
BG
1097
Bahl & Gaynor
Ohio
$219K -$145K -1,729 -40%
MCM
1098
Maryland Capital Management
Maryland
$219K -$12.5K -148 -5%
PAS
1099
Partnervest Advisory Services
California
$219K -$12.1K -144 -5%
AAC
1100
Asset Advisors Corp
Georgia
$219K – – –
42 43
44
45 46