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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 %
EFSCE
1226
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$10.7K -127 -29%
CFA
1227
Camarda Financial Advisors
Florida
$24K – – –
JFA
1228
JNBA Financial Advisors
Minnesota
$23K +$4.31K +51 +23%
AF
1229
Allworth Financial
California
$21K -$1.01K -12 -5%
AWMS
1230
Advocacy Wealth Management Services
Georgia
$21K – – –
SGAM
1231
Smith Group Asset Management
Texas
$21K – – –
PFGIA
1232
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$1.35K +16 +7%
JAM
1233
Jolley Asset Management
North Carolina
$21K +$21K +250 New
MLFP
1234
MPS Loria Financial Planners
Illinois
$18K +$18K +205 New
BWA
1235
BDO Wealth Advisors
Florida
$18K +$18K +212 New
ICOM
1236
Investment Counselors of Maryland
Maryland
$17K – – –
SA
1237
SRH Advisors
Kansas
$17K – – –
TC
1238
Trust Company
Kansas
$17K – – –
HI
1239
Hudock Inc
Pennsylvania
$16K – – –
RWG
1240
Regal Wealth Group
California
$16K – – –
HR
1241
Howe & Rusling
New York
$15K +$3.54K +43 +31%
BG
1242
Bollard Group
Massachusetts
$14K +$86 +1 +0.6%
ZB
1243
Zions Bancorporation
Utah
$11K -$11.9K -143 -52%
AFIA
1244
America First Investment Advisors
Nebraska
$10K – – –
ECM
1245
Exchange Capital Management
Michigan
$9K – – –
SCA
1246
Stuart Chaussee & Associates
California
$8K – – –
BCI
1247
Brinker Capital Investments
Pennsylvania
$7K – – –
CFD
1248
Creative Financial Designs
Indiana
$6K – – –
1832 Asset Management
1249
1832 Asset Management
Ontario, Canada
$5K -$341K -3,678 -99%
NC
1250
NewSquare Capital
Pennsylvania
$5K – – –
48 49
50
51 52