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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 %
SIA
1251
Sit Investment Associates
Minnesota
$5K +$5K +60 New
VCM
1252
Vigilant Capital Management
Maine
$5K +$5K +62 New
AUB
1253
Atlantic Union Bankshares
Virginia
$4.35K -$9 -108 -0.2%
HCM
1254
Horrell Capital Management
Arkansas
$4K – – –
NCM
1255
New Capital Management
Texas
$4K – – –
QAM
1256
QCI Asset Management
New York
$3K +$3K +35 New
CT
1257
Chicago Trust
Illinois
$2.3K -$68 -811 -3%
LWA
1258
Lowe Wealth Advisors
Maryland
$2K – – –
MWM
1259
MinichMacGregor Wealth Management
New York
$1K – – –
IWM
1260
IHT Wealth Management
Illinois
$38 – – –
FMI
1261
Fiduciary Management Inc
Wisconsin
– -$299M -3,783,205 Closed
Two Sigma Advisers
1262
Two Sigma Advisers
New York
– -$23M -290,787 Closed
LT
1263
LJ Trust
Nevada
– -$13M -164,640 Closed
JIM
1264
Jupiter Investment Management
United Kingdom
– -$10.3M -130,618 Closed
AF
1265
Ally Financial
Michigan
– -$10.3M -130,000 Closed
CIC
1266
Cutler Investment Counsel
Oregon
– -$7.19M -90,898 Closed
VFPI
1267
Vantage Financial Partners (Illinois)
Illinois
– -$3.41M -85,499 Closed
TFA
1268
Transamerica Financial Advisors
Florida
– -$6.72M -84,994 Closed
FP
1269
FDO Partners
Massachusetts
– -$4.95M -62,609 Closed
JSP
1270
Jackson Square Partners
California
– -$4.93M -62,282 Closed
VST
1271
Van Strum & Towne
California
– -$2.64M -33,348 Closed
AWM
1272
Arbor Wealth Management
Florida
– -$2.49M -32,158 Closed
AGM
1273
Alpine Global Management
New York
– -$2.27M -28,751 Closed
TCM
1274
Teza Capital Management
Illinois
– -$2.18M -27,552 Closed
ISL
1275
Ingalls & Snyder LLC
New York
– -$1.86M -23,543 Closed
49 50
51
52 53