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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 %
TWM
1151
Titus Wealth Management
California
$267K +$49K +500 +23%
LJHT
1152
Laurie J. Hall Trustee
$266K -$9.79K -100 -4%
CEP
1153
Chicago Equity Partners
Illinois
$265K +$265K +2,700 New
GBBWRPM
1154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$264K +$981 +10 +0.4%
CM
1155
Castleark Management
Illinois
$262K – – –
LNC
1156
Lincoln National Corp
Pennsylvania
$261K -$45.9K -469 -15%
PAS
1157
Partnervest Advisory Services
California
$261K +$14.7K +150 +6%
SS
1158
Simplicity Solutions
Minnesota
$261K +$261K +2,662 New
QC
1159
QCM Cayman
Texas
$260K +$260K +2,654 New
HAIM
1160
Hunter Associates Investment Management
Pennsylvania
$259K – – –
PWPS
1161
Pinnacle Wealth Planning Services
Ohio
$256K +$11.4K +116 +5%
NPA
1162
Nichols & Pratt Advisers
Massachusetts
$255K – – –
LA
1163
Legacy Advisors
Pennsylvania
$255K +$52K +531 +26%
OWP
1164
Obermeyer Wealth Partners
Colorado
$254K -$39.2K -400 -13%
GH
1165
GAM Holding
Switzerland
$254K +$34K +347 +15%
MIM
1166
Montgomery Investment Management
Maryland
$251K -$34.3K -350 -12%
DP
1167
Dearborn Partners
Illinois
$251K -$11.5K -117 -4%
WPC
1168
Waters Parkerson & Co
Louisiana
$250K – – –
WG
1169
Welch Group
Alabama
$249K -$13.3K -136 -5%
CWS
1170
Cypress Wealth Services
California
$248K -$1.47K -15 -0.6%
LOAMS
1171
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$159K -1,620 -39%
CL
1172
Choreo LLC
Illinois
$246K +$246K +2,513 New
HIM
1173
Harbour Investment Management
Washington
$245K – – –
CA
1174
Centerpoint Advisors
Massachusetts
$245K – – –
MPIA
1175
Mountain Pacific Investment Advisers
Idaho
$243K – – –
45 46
47
48 49