AXP icon

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 %
RA
1326
Rational Advisors
New York
– -$303K -3,600 Closed
BIC
1327
Bridges Investment Counsel
Nebraska
– -$235K -2,800 Closed
BJ
1328
Brouwer & Janachowski
California
– -$231K -2,745 Closed
BWM
1329
Bernicke Wealth Management
Wisconsin
– -$229K -2,722 Closed
CL
1330
CPWM LLC
Washington
– -$227K -2,699 Closed
AL
1331
Aspiriant LLC
California
– -$222K -2,637 Closed
BG
1332
Bahl & Gaynor
Ohio
– -$219K -2,603 Closed
FCBT
1333
First Citizens Bank & Trust
North Carolina
– -$215K -2,550 Closed
QC
1334
QCM Cayman
Texas
– -$210K -2,493 Closed
CIP
1335
Convergence Investment Partners
Florida
– -$207K -2,456 Closed
BO
1336
Bank OZK
Arkansas
– -$206K -2,444 Closed
OIA
1337
Optimum Investment Advisors
Illinois
– -$202K -2,395 Closed
FFW
1338
Fusion Family Wealth
New York
– -$148K -1,752 Closed
FC
1339
Ferris Capital
Massachusetts
– -$70K -831 Closed
GI
1340
Gradient Investments
Minnesota
– -$59K -703 Closed
DIA
1341
Davidson Investment Advisors
Montana
– -$52K -625 Closed
BAM
1342
Bruderman Asset Management
New York
– -$47K -562 Closed
AIM
1343
Acrospire Investment Management
Illinois
– -$34K -400 Closed
PWM
1344
Perigon Wealth Management
California
– -$32K -375 Closed
ST
1345
Sageworth Trust
Pennsylvania
– -$29K -345 Closed
SIM
1346
Sonora Investment Management
Arizona
– -$27.4K -325 Closed
MLFP
1347
MPS Loria Financial Planners
Illinois
– -$18K -205 Closed
50 51 52 53
54