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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 %
QAM
1301
Quantres Asset Management
Cayman Islands
– -$309K -3,900 Closed
NGA
1302
Naples Global Advisors
Florida
– -$272K -3,432 Closed
ZDA
1303
Zweig-DiMenna Associates
New York
– -$261K -3,300 Closed
LCOV
1304
London Company of Virginia
Virginia
– -$259K -3,277 Closed
Verition Fund Management
1305
Verition Fund Management
Connecticut
– -$254K -3,207 Closed
WPW
1306
Waldron Private Wealth
Pennsylvania
– -$246K -3,115 Closed
GAM
1307
Gotham Asset Management
New York
– -$230K -2,905 Closed
PCMC
1308
Paragon Capital Management (Colorado)
Colorado
– -$225K -2,849 Closed
TFA
1309
Toth Financial Advisory
Virginia
– -$212K -2,685 Closed
PA
1310
Probity Advisors
Texas
– -$210K -2,651 Closed
BCM
1311
Bridgeway Capital Management
Texas
– -$206K -2,600 Closed
GA
1312
Geneva Advisors
Illinois
– -$200K -2,530 Closed
CYG
1313
Clean Yield Group
Vermont
– -$175K -2,212 Closed
CGT
1314
Capital Guardian Trust
California
– -$104K -1,317 Closed
ACS
1315
Archford Capital Strategies
Illinois
– -$97K -1,225 Closed
CLM
1316
ClearBridge LLC (Maryland)
Maryland
– -$81K -1,030 Closed
QFA
1317
Quattro Financial Advisors
Texas
– -$79.1K -1,000 Closed
BIG
1318
Bellwether Investment Group
Tennessee
– -$63K -802 Closed
AII
1319
AGF Investments Inc
Ontario, Canada
– -$62K -782 Closed
CLOS
1320
Compagnie Lombard Odier SCmA
Switzerland
– -$59K -750 Closed
HCA
1321
Harbour Capital Advisors
Virginia
– -$41.4K -523 Closed
CCM
1322
Cohen Capital Management
California
– -$24K -300 Closed
BKA
1323
Brick & Kyle Associates
Pennsylvania
– -$16K -205 Closed
WP
1324
WealthPLAN Partners
Nebraska
– -$14.4K -185 Closed
MUS
1325
Mitsubishi UFJ Securities
Japan
– -$13K -170 Closed
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