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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 %
OWP
1126
Obermeyer Wealth Partners
Colorado
$217K -$6.69K -74 -3%
TAM
1127
Trillium Asset Management
Massachusetts
$217K – – –
SFI
1128
SPC Financial Inc
Maryland
$217K – – –
MC
1129
Montag & Caldwell
Georgia
$217K – – –
FCB
1130
First Command Bank
Texas
$216K -$41.8K -462 -16%
FCFS
1131
First Command Financial Services
Texas
$216K -$41.8K -462 -16%
SCA
1132
Stonebridge Capital Advisors
Minnesota
$216K – – –
RW
1133
REDW Wealth
New Mexico
$216K – – –
WG
1134
Welch Group
Alabama
$215K -$30.2K -334 -12%
FFSOTS
1135
Fiduciary Financial Services of The Southwest
Texas
$215K +$215K +2,372 New
SFS
1136
Strategic Financial Services
New York
$212K -$128K -1,410 -38%
RWM
1137
Ritholtz Wealth Management
New York
$211K -$5.89K -65 -3%
BWA
1138
Burt Wealth Advisors
Maryland
$211K – – –
PA
1139
Probity Advisors
Texas
$211K +$211K +2,330 New
ANB
1140
Amarillo National Bank
Texas
$209K +$209K +2,313 New
WA
1141
Wealth Architects
California
$209K +$209K +2,313 New
HIIFS
1142
Harel Insurance Investments & Financial Services
Israel
$208K -$96.8K -1,070 -32%
AAC
1143
Asset Advisors Corp
Georgia
$208K -$27.1K -300 -12%
BBNB
1144
Baker Boyer National Bank
Washington
$208K +$208K +2,300 New
LPT
1145
Legacy Private Trust
Wisconsin
$208K +$208K +2,300 New
GIM
1146
Greylin Investment Management
Virginia
$206K +$206K +2,275 New
HCM
1147
Hall Capital Management
Rhode Island
$205K +$205K +2,270 New
PWW
1148
Pettyjohn Wood & White
Virginia
$204K +$204K +2,250 New
RT
1149
Rockland Trust
Massachusetts
$204K +$204K +2,254 New
MPIA
1150
Mountain Pacific Investment Advisers
Idaho
$202K +$202K +2,230 New
44 45
46
47 48