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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 %
BS
1226
Boenning & Scattergood
Pennsylvania
$214K +$214K +2,188 New
SFS
1227
Sowell Financial Services
Arkansas
$213K -$451K -4,420 -68%
TCM
1228
Tufton Capital Management
Maryland
$213K -$56.2K -575 -21%
HWA
1229
HCR Wealth Advisors
California
$213K – – –
HPC
1230
Hobart Private Capital
North Carolina
$211K +$211K +2,158 New
CBT
1231
Central Bank & Trust
Kentucky
$211K -$19.6K -200 -9%
SLA
1232
Silver Lake Advisory
Utah
$210K -$1.09K -13 -0.5%
CASB
1233
Cape Ann Savings Bank
Massachusetts
$210K +$210K +2,100 New
CC
1234
Cedar Capital
Illinois
$210K +$210K +2,140 New
BFM
1235
Boothbay Fund Management
New York
$210K +$210K +2,144 New
FHB
1236
First Hawaiian Bank
Hawaii
$209K +$209K +2,125 New
PL
1237
Plancorp LLC
Missouri
$208K +$208K +2,123 New
VCAM
1238
Van Cleef Asset Management
Ohio
$206K +$206K +2,100 New
GIP
1239
Granite Investment Partners
California
$206K +$206K +2,100 New
WPW
1240
Waldron Private Wealth
Pennsylvania
$206K +$206K +2,103 New
IRC
1241
Investors Research Corp
Georgia
$205K +$205K +2,088 New
CIP
1242
Convergence Investment Partners
Florida
$202K +$4.79K +49 +2%
FHA
1243
First Horizon Advisors
Tennessee
$202K +$98.9K +1,016 +96%
WIA
1244
Westbourne Investment Advisors
Maryland
$201K -$68.6K -700 -25%
KTC
1245
Kistler-Tiffany Companies
Pennsylvania
$200K – – –
CAM
1246
Close Asset Management
United Kingdom
$200K – – –
NIM
1247
NuWave Investment Management
New Jersey
$194K +$102K +1,048 +111%
CB
1248
CNB Bank
Pennsylvania
$193K -$2.95K -30 -2%
GLI
1249
Guardian Life Insurance
New York
$193K +$30.9K +316 +19%
FGAM
1250
Financial Gravity Asset Management
Texas
$193K +$120K +1,184 +164%
48 49
50
51 52