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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
1
Veritas Asset Management
United Kingdom
$868M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$102M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$94.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$90.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$75.9M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$590M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.38M
5
State Street
5
State Street
Massachusetts
$3.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
1151
Omnia Family Wealth
Florida
$121K – – –
CAW
1152
Cornerstone Advisors (Washington)
Washington
$119K – – –
CAL
1153
Capital Analysts LLC
Pennsylvania
$115K +$115K +1,370 New
FMTCOCP
1154
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$109K +$25.3K +300 +30%
SFG
1155
SevenBridge Financial Group
Pennsylvania
$108K -$16.8K -200 -13%
MA
1156
MCF Advisors
Kentucky
$108K +$336 +4 +0.3%
OIA
1157
OneDigital Investment Advisors
Kansas
$106K +$106K +1,265 New
HCM
1158
Highlander Capital Management
New Jersey
$102K – – –
WA
1159
WealthTrust-Arizona
Arizona
$97K +$84 +1 +0.1%
EWM
1160
Endurance Wealth Management
Rhode Island
$97K +$6.33K +75 +7%
TCCM
1161
Timber Creek Capital Management
Massachusetts
$96K – – –
FFC
1162
First Financial Corp
Indiana
$95K – – –
VCM
1163
Versant Capital Management
Arizona
$95K – – –
SQA
1164
Simon Quick Advisors
New Jersey
$94K -$74.1K -879 -44%
PC
1165
Permit Capital
Pennsylvania
$93K +$8.46K +100 +10%
GWS
1166
Glassman Wealth Services
Virginia
$93K +$9.26K +110 +11%
IR
1167
Invictus RG
Bermuda
$93K +$27.1K +323 +41%
FHA
1168
First Horizon Advisors
Tennessee
$91K -$26.4K -315 -23%
CCA
1169
Catalyst Capital Advisors
New York
$90K +$38K +450 +73%
LWM
1170
Lenox Wealth Management
Ohio
$86K -$4.44K -53 -5%
SIA
1171
SeaBridge Investment Advisors
New Jersey
$85K -$21.9K -260 -20%
NSB
1172
Norway Savings Bank
Maine
$83K – – –
MWM
1173
Mascoma Wealth Management
New Hampshire
$80K -$8.38K -100 -9%
DAM
1174
Delta Asset Management
Tennessee
$80K – – –
JFGIW
1175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K -$170K -2,031 -69%
45 46
47
48 49