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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 %
MA
1201
MANA Advisors
New York
$225K -$260K -2,661 -54%
LPT
1202
Legacy Private Trust
Wisconsin
$225K – – –
AAC
1203
Asset Advisors Corp
Georgia
$225K – – –
AF
1204
Advisornet Financial
Minnesota
$224K +$196 +2 +0.1%
GIM
1205
Greylin Investment Management
Virginia
$223K – – –
HB
1206
Homrich & Berg
Georgia
$222K -$1.3M -13,262 -85%
SCM
1207
SKBA Capital Management
California
$221K -$98.2K -1,000 -31%
PWW
1208
Pettyjohn Wood & White
Virginia
$221K – – –
WCM
1209
Whitener Capital Management
North Carolina
$220K – – –
BAAM
1210
Baker Avenue Asset Management
California
$220K +$2.06K +21 +0.9%
SFM
1211
Signature Financial Management
Virginia
$219K – – –
TFA
1212
Toth Financial Advisory
Virginia
$219K +$588 +6 +0.3%
AAP
1213
Arax Advisory Partners
Colorado
$219K +$63.6K +651 +41%
Cohen & Steers
1214
Cohen & Steers
New York
$219K +$219K +2,234 New
CYG
1215
Clean Yield Group
Vermont
$217K – – –
RW
1216
REDW Wealth
New Mexico
$216K – – –
PL
1217
Perpetual Ltd
Australia
$216K +$216K +2,197 New
FCFS
1218
First Command Financial Services
Texas
$215K -$12.7K -129 -6%
FCB
1219
First Command Bank
Texas
$215K -$12.7K -129 -6%
OIA
1220
Optimum Investment Advisors
Illinois
$215K – – –
VCM
1221
Virtue Capital Management
Tennessee
$214K -$53K -541 -20%
IWP
1222
Icon Wealth Partners
Texas
$214K -$28.9K -295 -12%
PV
1223
Private Vista
Illinois
$214K -$2.15K -22 -1%
OLA
1224
Oliver Luxxe Assets
New Jersey
$214K – – –
RMDI
1225
R.M. Davis Inc
Maine
$214K +$214K +2,184 New
47 48
49
50 51