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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 %
BOS
1176
Bingham Osborn & Scarborough
California
$243K +$6.38K +65 +3%
BHIA
1177
Birch Hill Investment Advisors
Massachusetts
$242K – – –
NEGWA
1178
New England Guild Wealth Advisors
Connecticut
$240K – – –
MFT
1179
Moisand Fitzgerald Tamayo
Florida
$240K – – –
BFA
1180
Beaumont Financial Advisors
Massachusetts
$239K -$29.8K -304 -11%
HDIM
1181
Hanson & Doremus Investment Management
Vermont
$238K -$115K -1,174 -33%
AB
1182
AT Bancorp
Iowa
$238K – – –
CWA
1183
Clarus Wealth Advisors
Arizona
$238K – – –
BG
1184
Bahl & Gaynor
Ohio
$236K -$11.8K -120 -5%
AC
1185
Alexandria Capital
Virginia
$235K -$236K -2,400 -50%
MC
1186
Montag & Caldwell
Georgia
$235K – – –
TAM
1187
Trillium Asset Management
Massachusetts
$235K – – –
SFI
1188
SPC Financial Inc
Maryland
$235K – – –
DCM
1189
Dynamic Capital Management
Jersey
$235K +$235K +2,400 New
SCA
1190
Stonebridge Capital Advisors
Minnesota
$234K – – –
OAM
1191
Oak Asset Management
California
$233K – – –
FFSOTS
1192
Fiduciary Financial Services of The Southwest
Texas
$232K – – –
RCM
1193
RB Capital Management
Nevada
$230K +$785 +8 +0.3%
SFS
1194
Strategic Financial Services
New York
$229K – – –
CIC
1195
Cornercap Investment Counsel
Georgia
$229K +$7.36K +75 +3%
WB
1196
Webster Bank
Connecticut
$228K – – –
AW
1197
Alpha Windward
Massachusetts
$227K -$4.31K -44 -2%
ANB
1198
Amarillo National Bank
Texas
$227K – – –
CPIA
1199
Cornell Pochily Investment Advisors
New York
$227K +$489 +5 +0.2%
IIC
1200
Integrated Investment Consultants
Michigan
$226K -$56.9K -582 -20%
46 47
48
49 50