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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 %
SFI
1126
SPC Financial Inc
Maryland
$202K +$202K +2,394 New
RWM
1127
Ritholtz Wealth Management
New York
$202K +$202K +2,394 New
MC
1128
Montag & Caldwell
Georgia
$202K +$202K +2,400 New
AIM
1129
Advantage Investment Management
Iowa
$201K +$159K +1,889 +382%
RW
1130
REDW Wealth
New Mexico
$201K +$201K +2,388 New
SC
1131
SRB Corp
Massachusetts
$198K +$8.41K +100 +4%
SFSIG
1132
San Francisco Sentry Investment Group
California
$198K +$198K +2,349 New
BWA
1133
Burt Wealth Advisors
Maryland
$196K – – –
AssetMark Inc
1134
AssetMark Inc
California
$195K +$4.13K +49 +2%
EA
1135
Edge Advisors
Georgia
$185K +$84 +1 +0%
LA
1136
Legacy Advisors
Pennsylvania
$174K – – –
KTC
1137
Kistler-Tiffany Companies
Pennsylvania
$169K -$4.3K -51 -2%
AAP
1138
Arax Advisory Partners
Colorado
$154K +$29.3K +347 +24%
FFW
1139
Fusion Family Wealth
New York
$148K -$1.1K -13 -0.7%
FNB
1140
Farmers National Bank
Kentucky
$145K – – –
GLI
1141
Guardian Life Insurance
New York
$143K -$104K -1,229 -42%
CHC
1142
City Holding Co
West Virginia
$132K +$3.44K +41 +3%
WA
1143
WFG Advisors
Texas
$132K +$36.9K +438 +39%
WIM
1144
Westside Investment Management
California
$129K +$674 +8 +0.5%
CFG
1145
CKW Financial Group
Hawaii
$128K – – –
VIM
1146
Veritas Investment Management
United Kingdom
$126K – – –
BCM
1147
Blume Capital Management
California
$126K – – –
SIAP
1148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$126K – – –
APSP
1149
Asset Planning Services (Pennsylvania)
Pennsylvania
$123K – – –
MCM
1150
MV Capital Management
Maryland
$122K +$4.13K +49 +4%
44 45
46
47 48