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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 %
CAL
1276
Capital Analysts LLC
Pennsylvania
$134K – – –
MSA
1277
Marino Stram & Associates
Massachusetts
$133K +$2.06K +21 +2%
RWA
1278
River Wealth Advisors
Pennsylvania
$132K +$132K +1,346 New
OFW
1279
Omnia Family Wealth
Florida
$131K – – –
ACS
1280
Archford Capital Strategies
Illinois
$131K +$9.69K +99 +8%
ACA
1281
Atlas Capital Advisors
Wyoming
$131K -$40.6K -401 -24%
SFG
1282
SevenBridge Financial Group
Pennsylvania
$126K – – –
FLI
1283
Family Legacy Inc
South Carolina
$125K +$125K +1,280 New
TFS
1284
TrustCore Financial Services
Tennessee
$121K -$9.48K -97 -7%
CPIG
1285
Chicago Partners Investment Group
Illinois
$119K +$3.91K +40 +3%
MA
1286
MCF Advisors
Kentucky
$117K +$293 +3 +0.3%
FMTCOCP
1287
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K -$14.8K -150 -12%
MCM
1288
MV Capital Management
Maryland
$112K -$9.64K -98 -8%
SQA
1289
Simon Quick Advisors
New Jersey
$112K – – –
VCM
1290
Versant Capital Management
Arizona
$111K – – –
CAC
1291
Certified Advisory Corp
Florida
$110K – – –
EA
1292
Edge Advisors
Georgia
$110K +$98 +1 +0.1%
FNB
1293
Farmers National Bank
Kentucky
$109K – – –
PC
1294
Permit Capital
Pennsylvania
$108K – – –
LWM
1295
Lenox Wealth Management
Ohio
$108K +$2.06K +21 +2%
WA
1296
WealthTrust-Arizona
Arizona
$107K -$6.6K -67 -6%
Carson Wealth (CWM LLC)
1297
Carson Wealth (CWM LLC)
Nebraska
$107K +$29.1K +298 +37%
TCM
1298
Tuttle Capital Management
Connecticut
$105K +$105K +1,076 New
DWM
1299
Destination Wealth Management
California
$104K +$64.8K +660 +165%
AC
1300
Avestar Capital
New York
$101K +$5.06K +61 +5%
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