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American Express
AXP

Overview Fund Activity

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$856M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
TAM
3
Troy Asset Management
United Kingdom
$145M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$242M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$242M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.17B
2
BlackRock
2
BlackRock
New York
$3.83B
3
T
3
Thomaspartners
Massachusetts
$2.32M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$448M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1251
Bristlecone Advisors
Washington
$27K +$27K +301 New
CFA
1252
Camarda Financial Advisors
Florida
$26K – – –
JFA
1253
JNBA Financial Advisors
Minnesota
$25K – – –
PFGIA
1254
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$93 -1 -0.4%
AWMS
1255
Advocacy Wealth Management Services
Georgia
$23K – – –
JAM
1256
Jolley Asset Management
North Carolina
$23K – – –
IR
1257
Invictus RG
Bermuda
$22K -$80.5K -871 -79%
OSNBOA
1258
Old Second National Bank of Aurora
Illinois
$19K +$19K +210 New
TC
1259
Trust Company
Kansas
$18K – – –
SA
1260
SRH Advisors
Kansas
$18K – – –
HI
1261
Hudock Inc
Pennsylvania
$18K – – –
ICOM
1262
Investment Counselors of Maryland
Maryland
$18K – – –
LGWM
1263
Litman Gregory Wealth Management
California
$18K +$18K +200 New
AIS
1264
Accurate Investment Solutions
Pennsylvania
$18K +$18K +200 New
RWG
1265
Regal Wealth Group
California
$17K – – –
BG
1266
Bollard Group
Massachusetts
$15K +$92 +1 +0.6%
BCI
1267
Brinker Capital Investments
Pennsylvania
$14K +$6.51K +73 +87%
NIC
1268
Northwest Investment Counselors
Oregon
$14K +$14K +152 New
CIM
1269
Contravisory Investment Management
Massachusetts
$14K +$14K +155 New
BWL
1270
Bogart Wealth LLC
Virginia
$14K +$14K +157 New
HR
1271
Howe & Rusling
New York
$13K -$4.02K -43 -24%
WAP
1272
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.9K +133 +13,300%
SA
1273
SpiderRock Advisors
Delaware
$11K – – –
AFIA
1274
America First Investment Advisors
Nebraska
$11K – – –
DSN
1275
D. Scott Neal
Kentucky
$11K +$11K +125 New
49 50
51
52 53