AXP icon

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 %
HFM
1251
Harvest Fund Management
China
$185K – – –
CPA
1252
Clear Perspective Advisors
Illinois
$183K +$98 +1 +0.1%
PCM
1253
Penserra Capital Management
California
$175K -$417K -4,265 -70%
WC
1254
Whitnell & Co
Illinois
$175K -$18.5K -189 -10%
SC
1255
Sawyer & Company
Massachusetts
$175K – – –
IBOK
1256
Independence Bank of Kentucky
Kentucky
$172K -$103K -1,045 -37%
KA
1257
Kaizen Advisory
Illinois
$168K +$100K +1,023 +147%
AssetMark Inc
1258
AssetMark Inc
California
$167K -$12.2K -125 -7%
AIM
1259
Advantage Investment Management
Iowa
$162K -$7.37K -75 -4%
GSC
1260
G&S Capital
Colorado
$162K – – –
FANJ
1261
Financial Architects (New Jersey)
New Jersey
$161K +$12.4K +126 +8%
CT
1262
CPF Texas
Texas
$156K – – –
CHC
1263
City Holding Co
West Virginia
$155K – – –
FFW
1264
Fusion Family Wealth
New York
$154K +$4.81K +49 +3%
FFC
1265
First Financial Corp
Indiana
$149K – – –
KJWM
1266
Kiley Juergens Wealth Management
Washington
$148K +$148K +1,513 New
VIM
1267
Veritas Investment Management
United Kingdom
$147K – – –
BCM
1268
Blume Capital Management
California
$147K – – –
CFG
1269
CKW Financial Group
Hawaii
$147K – – –
SIAP
1270
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$147K – – –
JFGIW
1271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K -$34.7K -354 -19%
DAM
1272
Delta Asset Management
Tennessee
$142K – – –
CAW
1273
Cornerstone Advisors (Washington)
Washington
$141K +$4.1K +42 +3%
MFW
1274
Mosaic Family Wealth
Missouri
$141K +$10.6K +108 +8%
PO
1275
Private Ocean
California
$139K – – –
49 50
51
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