AXP icon

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 %
AP
1351
Atwood & Palmer
Missouri
$39K – – –
CPA
1352
Cowen Prime Advisors
New York
$39K – – –
BCI
1353
Brinker Capital Investments
Pennsylvania
$38K – – –
AF
1354
Allworth Financial
California
$37K +$2.05K +21 +6%
EFSCE
1355
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$5.42K -55 -13%
EARNEST Partners
1356
EARNEST Partners
Georgia
$35K – – –
SIM
1357
Sonora Investment Management
Arizona
$34K +$4.93K +50 +17%
BWA
1358
BDO Wealth Advisors
Florida
$34K +$13.3K +137 +65%
CDIA
1359
Capital Directions Investment Advisors
Georgia
$33K +$33K +337 New
ANBT
1360
American National Bank & Trust
Texas
$32K – – –
1832 Asset Management
1361
1832 Asset Management
Ontario, Canada
$32K +$310 +3 +1%
FAM
1362
Fred Alger Management
New York
$31K -$7.43K -75 -19%
TIM
1363
Tortoise Investment Management
New York
$31K – – –
SGAM
1364
Smith Group Asset Management
Texas
$30K -$2.95K -30 -9%
MFBTD
1365
MB Financial Bank - Trust Department
Illinois
$29K – – –
TCCM
1366
Timber Creek Capital Management
Massachusetts
$29K – – –
AWM
1367
AllSquare Wealth Management
New York
$29K +$29K +299 New
SFSIG
1368
San Francisco Sentry Investment Group
California
$28K -$80.3K -800 -74%
FPB
1369
First PREMIER Bank
South Dakota
$28K – – –
PW
1370
Price Wealth
Texas
$28K +$28K +281 New
JFA
1371
JNBA Financial Advisors
Minnesota
$27K – – –
WWM
1372
Wagner Wealth Management
South Carolina
$25K +$5.98K +60 +31%
JAM
1373
Jolley Asset Management
North Carolina
$24K – – –
AWMS
1374
Advocacy Wealth Management Services
Georgia
$24K – – –
ST
1375
Sageworth Trust
Pennsylvania
$22K +$22K +225 New
53 54
55
56 57