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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 %
AB
1101
Atlas Brown
Kentucky
$311K +$15K +150 +5%
TC
1102
Truvestments Capital
Florida
$309K +$309K +3,157 New
LA
1103
LVW Advisors
New York
$307K -$44K -449 -13%
FNBOH
1104
First National Bank of Hutchinson
Kansas
$306K – – –
EMG
1105
Ellington Management Group
Connecticut
$304K -$1.25M -12,700 -80%
CCMD
1106
Cypress Capital Management (Delaware)
Delaware
$304K – – –
SIC
1107
Salem Investment Counselors
North Carolina
$303K +$12.5K +128 +4%
MHS
1108
M Holdings Securities
Oregon
$303K +$20.8K +212 +7%
AAM
1109
Aureus Asset Management
Massachusetts
$301K – – –
CAM
1110
Cypress Asset Management
Texas
$301K – – –
ATC
1111
Adirondack Trust Company
New York
$299K +$6.36K +65 +2%
TL
1112
TrueWealth LLC
Georgia
$298K – – –
FFBTD
1113
First Financial Bank - Trust Division
Ohio
$298K +$58.9K +600 +25%
MWAC
1114
Mariner Wealth Advisors (Cincinnati)
Ohio
$297K +$10.4K +106 +4%
CAG
1115
Crestwood Advisors Group
Massachusetts
$296K +$3.05K +30 +1%
PA
1116
Probity Advisors
Texas
$294K -$196 -2 -0.1%
ACM
1117
AUA Capital Management
Pennsylvania
$294K – – –
VCM
1118
Violich Capital Management
California
$294K – – –
MHIM
1119
MacNealy Hoover Investment Management
Ohio
$294K – – –
1IA
1120
1834 Investment Advisors
Wisconsin
$294K – – –
NCM
1121
Nelson Capital Management
California
$293K – – –
CA
1122
Cambridge Advisors
Nebraska
$290K – – –
RC
1123
RegentAtlantic Capital
New Jersey
$290K +$71.2K +726 +33%
MCTIC
1124
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$289K -$38.6K -394 -12%
MCM
1125
Maryland Capital Management
Maryland
$287K +$24.6K +251 +9%
43 44
45
46 47