AXP icon

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 %
NPA
1101
Nichols & Pratt Advisers
Massachusetts
$219K – – –
WPC
1102
Waters Parkerson & Co
Louisiana
$216K – – –
CA
1103
Capital Advantage
California
$215K -$3.19K -38 -1%
FCBT
1104
First Citizens Bank & Trust
North Carolina
$215K +$215K +2,550 New
HDIM
1105
Hanson & Doremus Investment Management
Vermont
$214K -$4.21K -50 -2%
RCM
1106
RB Capital Management
Nevada
$212K -$1.51K -18 -0.7%
PFM
1107
Parsec Financial Management
North Carolina
$212K +$212K +2,513 New
HIM
1108
Harbour Investment Management
Washington
$211K +$211K +2,500 New
DBIA
1109
Dumont & Blake Investment Advisors
New Jersey
$211K +$211K +2,510 New
QC
1110
QCM Cayman
Texas
$210K -$129K -1,529 -38%
SLA
1111
Silver Lake Advisory
Utah
$210K +$210K +2,495 New
LNC
1112
Lincoln National Corp
Pennsylvania
$210K +$210K +2,495 New
BHIA
1113
Birch Hill Investment Advisors
Massachusetts
$208K +$208K +2,472 New
OWP
1114
Obermeyer Wealth Partners
Colorado
$208K +$208K +2,474 New
CIP
1115
Convergence Investment Partners
Florida
$207K +$207K +2,456 New
FANJ
1116
Financial Architects (New Jersey)
New Jersey
$206K -$8.41K -100 -4%
BO
1117
Bank OZK
Arkansas
$206K +$206K +2,444 New
AW
1118
Alpha Windward
Massachusetts
$204K -$336 -4 -0.2%
MWAC
1119
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$204K +2,422 New
AB
1120
AT Bancorp
Iowa
$204K +$204K +2,427 New
BOS
1121
Bingham Osborn & Scarborough
California
$203K +$203K +2,411 New
OIA
1122
Optimum Investment Advisors
Illinois
$202K -$54.8K -650 -21%
TAM
1123
Trillium Asset Management
Massachusetts
$202K -$21.1K -250 -9%
SCA
1124
Stonebridge Capital Advisors
Minnesota
$202K +$202K +2,388 New
CASB
1125
Cape Ann Savings Bank
Massachusetts
$202K +$202K +2,392 New
43 44
45
46 47