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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 %
TCM
1326
Tradewinds Capital Management
Washington
$70K +$97 +1 +0.1%
HCM
1327
Highlander Capital Management
New Jersey
$69K – – –
BWM
1328
BerganKDV Wealth Management
Minnesota
$69K +$69K +700 New
EWM
1329
Elmwood Wealth Management
California
$66.2K – – –
LYV
1330
Live Your Vision
Pennsylvania
$66K – – –
PMFA
1331
Plante Moran Financial Advisors
Michigan
$65K -$4.67K -48 -7%
FC
1332
Ferris Capital
Massachusetts
$65K – – –
RFA
1333
Reilly Financial Advisors
California
$64K – – –
OIA
1334
OneDigital Investment Advisors
Kansas
$62K – – –
AA
1335
AlphaMark Advisors
Kentucky
$60K – – –
FMB
1336
Field & Main Bank
Kentucky
$60K – – –
TFO
1337
Tarbox Family Office
California
$54K – – –
Credit Agricole
1338
Credit Agricole
France
$53K – – –
FMII
1339
Farmers & Merchants Investments Inc
Nebraska
$50K – – –
GFP
1340
Gryphon Financial Partners
Ohio
$49K -$1.47K -15 -3%
PAI
1341
Pittenger & Anderson Inc
Nebraska
$49K – – –
WCMN
1342
Westchester Capital Management (Nebraska)
Nebraska
$49K – – –
TC
1343
Trilogy Capital
California
$47K – – –
PCFFS
1344
Pacific Center for Financial Services
California
$47K – – –
MUS
1345
Mitsubishi UFJ Securities
Japan
$45K – – –
PCP
1346
Proficio Capital Partners
Massachusetts
$45K – – –
SIS
1347
Sound Income Strategies
Florida
$44K +$195 +2 +0.4%
CWM
1348
Catamount Wealth Management
Connecticut
$41K – – –
WPA
1349
West Paces Advisors
Georgia
$40.4K +$2.84K +29 +8%
PCTC
1350
Perkins Coie Trust Company
Washington
$40K – – –
52 53
54
55 56