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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$375M
2
UBS AM
UBS AM
Illinois
$527M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
4
Millennium Management
Millennium Management
New York
$147M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$247M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$774M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$312M
4
O
OppenheimerFunds
New York
$199M
5
Citadel Advisors
Citadel Advisors
Florida
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1326
Edge Wealth Management
New York
$75K – – –
GAM
1327
Gemmer Asset Management
California
$74K – – –
Carson Wealth (CWM LLC)
1328
Carson Wealth (CWM LLC)
Nebraska
$73K -$7.07K -71 -9%
JWA
1329
JFS Wealth Advisors
Pennsylvania
$72K +$3.66K +37 +5%
KA
1330
Kaizen Advisory
Illinois
$69K +$69K +694 New
SGAM
1331
Smith Group Asset Management
Texas
$67K – – –
LFA
1332
Legacy Financial Advisors
Kentucky
$66K +$66K +666 New
RFA
1333
Reilly Financial Advisors
California
$64K -$4.34K -44 -6%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$64K -$1.39K -14 -2%
LYV
1335
Live Your Vision
Pennsylvania
$64K – – –
LCM
1336
Liberty Capital Management
Michigan
$61K – – –
IP
1337
Intellectus Partners
California
$61K – – –
AA
1338
AlphaMark Advisors
Kentucky
$61K – – –
FMB
1339
Field & Main Bank
Kentucky
$60K +$60K +600 New
Kovitz Investment Group Partners
1340
Kovitz Investment Group Partners
Illinois
$58.8K -$11.1K -111,493 -16%
Credit Agricole
1341
Credit Agricole
France
$58K -$92.1M -921,467 -100%
BRC
1342
Bell Rock Capital
Delaware
$58K +$199 +2 +0.3%
PG
1343
Pendal Group
Australia
$55.5K +$55.5K +559 New
TFO
1344
Tarbox Family Office
California
$55K – – –
WA
1345
Winfield Associates
Ohio
$55K – – –
GFP
1346
Gryphon Financial Partners
Ohio
$52K +$52K +526 New
FMII
1347
Farmers & Merchants Investments Inc
Nebraska
$51K +$1.5K +15 +3%
PAI
1348
Pittenger & Anderson Inc
Nebraska
$50K – – –
WCMN
1349
Westchester Capital Management (Nebraska)
Nebraska
$50K – – –
RPC
1350
Rossmore Private Capital
Connecticut
$49.7K +$49.7K +500 New
52 53
54
55 56