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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 %
RM
1076
Resource Management
Louisiana
$340K -$5.47K -56 -2%
PG
1077
Patten Group
Tennessee
$339K +$14.7K +150 +5%
BRWA
1078
B. Riley Wealth Advisors
Florida
$338K +$25.3K +257 +8%
BWA
1079
Burt Wealth Advisors
Maryland
$332K – – –
WCM
1080
Weik Capital Management
Pennsylvania
$331K – – –
GWS
1081
Glassman Wealth Services
Virginia
$331K +$229K +2,340 +225%
GCP
1082
GSA Capital Partners
United Kingdom
$330K -$59.9K -612 -15%
MRCM
1083
M&R Capital Management
New Jersey
$330K +$98 +1 +0%
CSA
1084
Cottage Street Advisors
Massachusetts
$330K +$6.47K +66 +2%
SWM
1085
SeaCrest Wealth Management
New York
$329K +$23.9K +244 +8%
SRC
1086
Shufro Rose & Co
New York
$327K – – –
TSWM
1087
Triangle Securities Wealth Management
North Carolina
$324K – – –
NA
1088
Navellier & Associates
Nevada
$323K -$19.6K -200 -6%
TIA
1089
Tiemann Investment Advisors
California
$322K +$98 +1 +0%
PFS
1090
Prospera Financial Services
Texas
$322K +$20.7K +210 +7%
PTB
1091
Pioneer Trust Bank
Oregon
$321K – – –
ATFA
1092
All Terrain Financial Advisors
Minnesota
$320K – – –
DCM
1093
Donaldson Capital Management
Indiana
$319K – – –
NA
1094
Nottingham Advisors
New York
$318K – – –
NWP
1095
Northstar Wealth Partners
Connecticut
$318K +$391 +4 +0.1%
OC
1096
Oakworth Capital
Alabama
$317K -$2.46K -25 -0.8%
SDIC
1097
South Dakota Investment Council
South Dakota
$314K -$2.01M -20,500 -86%
GW
1098
GW & Wade
Massachusetts
$314K +$391 +4 +0.1%
SBWM
1099
Sunflower Bank Wealth Management
Arizona
$313K – – –
SMH
1100
Sanders Morris Harris
Texas
$311K – – –
42 43
44
45 46