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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 %
BWM
1176
Baystate Wealth Management
Massachusetts
$77K – – –
FC
1177
Ferris Capital
Massachusetts
$70K +$70K +831 New
KF
1178
Krilogy Financial
Missouri
$69K -$22.2K -264 -24%
MFBTD
1179
MB Financial Bank - Trust Department
Illinois
$68K – – –
TJHA
1180
Thomas J. Herzfeld Advisors
Florida
$67K -$34.3K -406 -34%
IDBONY
1181
Israel Discount Bank of New York
New York
$67K – – –
GBT
1182
Grove Bank & Trust
Florida
$67K +$42.4K +500 +172%
SIAS
1183
Shine Investment Advisory Services
Colorado
$67K +$67K +793 New
CBT
1184
Capital Bank & Trust
California
$67K +$67K +800 New
EWM
1185
Edge Wealth Management
New York
$65K – – –
GAM
1186
Gemmer Asset Management
California
$63K -$84 -1 -0.1%
GI
1187
Gradient Investments
Minnesota
$59K +$1.09K +13 +2%
JWA
1188
JFS Wealth Advisors
Pennsylvania
$58K -$13.2K -157 -19%
MAM
1189
Magellan Asset Management
Australia
$58K – – –
FAM
1190
Fred Alger Management
New York
$57K -$2.54K -30 -4%
LYV
1191
Live Your Vision
Pennsylvania
$56K -$3.39K -40 -6%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$55K -$13.6K -163 -20%
RFA
1193
Reilly Financial Advisors
California
$55K – – –
AC
1194
Alexandria Capital
Virginia
$54K – – –
AA
1195
AlphaMark Advisors
Kentucky
$52K – – –
DIA
1196
Davidson Investment Advisors
Montana
$52K +$1.41K +17 +3%
IP
1197
Intellectus Partners
California
$51K +$8.36K +100 +20%
LCM
1198
Liberty Capital Management
Michigan
$50K – – –
BRC
1199
Bell Rock Capital
Delaware
$49K +$170 +2 +0.3%
WA
1200
Winfield Associates
Ohio
$47K – – –
46 47
48
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