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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 %
SIA
1301
SeaBridge Investment Advisors
New Jersey
$99K – – –
PCM
1302
Princeton Capital Management
New Jersey
$99K – – –
SFFS
1303
Stonehage Fleming Financial Services
Jersey
$98K – – –
MWM
1304
Mascoma Wealth Management
New Hampshire
$98K +$3.94K +40 +4%
JWA
1305
JFS Wealth Advisors
Pennsylvania
$96K +$24.4K +248 +34%
WIM
1306
Westside Investment Management
California
$94.1K +$3.27K +33 +4%
THWM
1307
Taylor Hoffman Wealth Management
Virginia
$94K – – –
SFM
1308
Signet Financial Management
New Jersey
$93K -$10.4K -106 -10%
MAM
1309
Magellan Asset Management
Australia
$93K +$13.9K +142 +18%
SMFS
1310
Squar Milner Financial Services
California
$93K +$93K +950 New
BWM
1311
Baystate Wealth Management
Massachusetts
$91K – – –
CC
1312
Claybrook Capital
Massachusetts
$88K – – –
WAP
1313
Wealthcare Advisory Partners
Pennsylvania
$85K +$49.4K +503 +139%
NSB
1314
Norway Savings Bank
Maine
$83K -$8.36K -85 -9%
EWM
1315
Endurance Wealth Management
Rhode Island
$83K – – –
SIAS
1316
Shine Investment Advisory Services
Colorado
$78K – – –
WC
1317
Whitney & Co
New York
$78K – – –
IDBONY
1318
Israel Discount Bank of New York
New York
$78K – – –
BRC
1319
Bell Rock Capital
Delaware
$78K +$297 +3 +0.4%
MSE
1320
MUFG Securities EMEA
United Kingdom
$78K +$78K +800 New
LFA
1321
Legacy Financial Advisors
Kentucky
$75K +$4.63K +46 +7%
DWA
1322
Divergent Wealth Advisors
Utah
$74K -$3.75K -38 -5%
GI
1323
Gradient Investments
Minnesota
$74K +$2.73K +28 +4%
GAM
1324
Gemmer Asset Management
California
$73K – – –
Group One Trading
1325
Group One Trading
Illinois
$71K – – –
51 52
53
54 55