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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$201M
2
UBS AM
UBS AM
Illinois
+$196M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Millennium Management
Millennium Management
New York
+$131M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$111M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$309M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$264M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
4
O
OppenheimerFunds
New York
-$172M
5
Citadel Advisors
Citadel Advisors
Florida
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
1151
Tirschwell & Loewy
New York
$278K -$49.6K -500 -15%
MIP
1152
Marietta Investment Partners
Wisconsin
$278K -$14.9K -150 -5%
GCIA
1153
Gabelli & Co Investment Advisers
New York
$278K – – –
GCC
1154
Game Creek Capital
Massachusetts
$278K +$278K +2,800 New
CIC
1155
Carnegie Investment Counsel
Ohio
$277K +$277K +2,957 New
GBT
1156
Grove Bank & Trust
Florida
$276K – – –
MCMT
1157
Moon Capital Management (Tennessee)
Tennessee
$275K +$275K +2,765 New
BCM
1158
Brookstone Capital Management
Illinois
$273K -$21.8K -220 -7%
TCM
1159
Tufton Capital Management
Maryland
$273K – – –
IWP
1160
Icon Wealth Partners
Texas
$273K +$273K +2,752 New
AIM
1161
Allen Investment Management
New York
$272K -$106K -1,069 -28%
OA
1162
Oxbow Advisors
Texas
$272K – – –
PI
1163
PineBridge Investments
New York
$270K +$27.2K +274 +11%
PP
1164
Paloma Partners
Connecticut
$269K -$9.36M -94,192 -97%
PFM
1165
Parsec Financial Management
North Carolina
$268K – – –
CM
1166
Castleark Management
Illinois
$266K – – –
GBBWRPM
1167
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$266K +$996 +10 +0.4%
MCM
1168
Maryland Capital Management
Maryland
$266K +$9.13K +92 +4%
CWS
1169
Cypress Wealth Services
California
$266K +$266K +2,681 New
AP
1170
Appleton Partners
Massachusetts
$263K – – –
HAIM
1171
Hunter Associates Investment Management
Pennsylvania
$262K – – –
CFC
1172
Coyle Financial Counsel
Illinois
$262K +$262K +2,640 New
NPA
1173
Nichols & Pratt Advisers
Massachusetts
$258K – – –
VCM
1174
Virtue Capital Management
Tennessee
$256K +$256K +2,581 New
TAM
1175
Trillium Asset Management
Massachusetts
$254K +$15.9K +160 +7%
45 46
47
48 49