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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
1
Bank of America
North Carolina
$856M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
TAM
3
Troy Asset Management
United Kingdom
$145M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$242M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$242M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.17B
2
BlackRock
2
BlackRock
New York
$3.83B
3
T
3
Thomaspartners
Massachusetts
$2.32M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$448M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
1076
Mariner Wealth Advisors (Cincinnati)
Ohio
$264K +$45.2K +500 +21%
LJHT
1077
Laurie J. Hall Trustee
$263K – – –
SLT
1078
St Louis Trust
Missouri
$261K – – –
MPM
1079
Meritage Portfolio Management
Kansas
$260K – – –
CAG
1080
Crestwood Advisors Group
Massachusetts
$259K – – –
IIC
1081
Integrated Investment Consultants
Michigan
$259K – – –
DP
1082
Dearborn Partners
Illinois
$259K – – –
PL
1083
Perpetual Ltd
Australia
$257K -$2.98M -32,465 -92%
FPFS
1084
First Personal Financial Services
North Carolina
$257K -$28.7K -317 -10%
SAM
1085
SignalPoint Asset Management
Missouri
$257K +$257K +2,844 New
WB
1086
Webster Bank
Connecticut
$256K -$3.53K -39 -1%
PCMC
1087
Paragon Capital Management (Colorado)
Colorado
$256K +$256K +2,826 New
PP
1088
Palladium Partners
Virginia
$254K – – –
GCIA
1089
Gabelli & Co Investment Advisers
New York
$253K – – –
HWA
1090
Heritage Wealth Advisors
Virginia
$253K +$14.7K +163 +6%
WC
1091
Whitnell & Co
Illinois
$252K -$26.2K -290 -9%
TFA
1092
Toth Financial Advisory
Virginia
$252K +$252K +2,782 New
GBT
1093
Grove Bank & Trust
Florida
$251K +$180K +1,990 +252%
TBA
1094
Train Babcock Advisors
New York
$249K – – –
TCM
1095
Tufton Capital Management
Maryland
$249K – – –
OA
1096
Oxbow Advisors
Texas
$248K – – –
CPA
1097
Clear Perspective Advisors
Illinois
$247K -$116K -1,287 -32%
PFM
1098
Parsec Financial Management
North Carolina
$244K +$16.9K +187 +7%
CM
1099
Castleark Management
Illinois
$242K – – –
AP
1100
Appleton Partners
Massachusetts
$240K -$725 -8 -0.3%
42 43
44
45 46