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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 %
AC
1126
Abbrea Capital
California
$287K +$25.5K +260 +10%
SAM
1127
SignalPoint Asset Management
Missouri
$286K -$4.9K -50 -2%
HWA
1128
Heritage Wealth Advisors
Virginia
$285K – – –
LW
1129
Linscomb Wealth
Texas
$284K +$34.3K +350 +14%
MYIA
1130
Mount Yale Investment Advisors
Colorado
$284K +$37.5K +383 +15%
IOOF
1131
Independent Order of Foresters
Ontario, Canada
$283K -$119K -1,210 -30%
KLI
1132
Kelman-Lazarov Inc
Tennessee
$283K -$9.8K -100 -3%
SLT
1133
St Louis Trust
Missouri
$282K -$529K -5,400 -65%
FCBT
1134
First Citizens Bank & Trust
North Carolina
$282K +$66.9K +683 +31%
AI
1135
Accredited Investors
Minnesota
$281K – – –
M
1136
MOTCO
Texas
$280K – – –
MWM
1137
Mission Wealth Management
California
$280K +$44.1K +449 +19%
FCAG
1138
First Capital Advisors Group
New Jersey
$279K -$43.3K -442 -13%
VBFG
1139
Vishria Bird Financial Group
Tennessee
$279K +$279K +2,847 New
AP
1140
Appleton Partners
Massachusetts
$277K +$17.7K +181 +7%
BCM
1141
BTR Capital Management
California
$275K -$157K -1,600 -36%
RHAM
1142
Round Hill Asset Management
California
$275K – – –
TL
1143
Tirschwell & Loewy
New York
$274K – – –
MIP
1144
Marietta Investment Partners
Wisconsin
$274K – – –
MCMT
1145
Moon Capital Management (Tennessee)
Tennessee
$271K +$98 +1 +0%
CL
1146
CPWM LLC
Washington
$271K – – –
GBT
1147
Grove Bank & Trust
Florida
$270K – – –
OA
1148
Oxbow Advisors
Texas
$269K – – –
AIM
1149
Allen Investment Management
New York
$268K – – –
PCMC
1150
Paragon Capital Management (Colorado)
Colorado
$267K +$196 +2 +0.1%
44 45
46
47 48