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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 %
TC
1376
Trust Company
Kansas
$20K – – –
ICOM
1377
Investment Counselors of Maryland
Maryland
$20K – – –
SA
1378
SRH Advisors
Kansas
$20K – – –
AIS
1379
Accurate Investment Solutions
Pennsylvania
$20K +$100 +1 +0.5%
AWA
1380
Acorn Wealth Advisors
Michigan
$20K +$20K +194 New
GWA
1381
Guidant Wealth Advisors
Illinois
$20K +$20K +200 New
FA
1382
Fortis Advisors
Pennsylvania
$20K +$20K +200 New
AIL
1383
AGF Investments LLC
Ontario, Canada
$20K +$20K +204 New
HI
1384
Hudock Inc
Pennsylvania
$19K – – –
RWG
1385
Regal Wealth Group
California
$19K – – –
WWM
1386
Wagner Wealth Management
South Carolina
$18K +$18K +181 New
BWA
1387
BDO Wealth Advisors
Florida
$17K -$34K -350 -67%
BG
1388
Bollard Group
Massachusetts
$16K – – –
BWL
1389
Bogart Wealth LLC
Virginia
$16K – – –
SP
1390
SWS Partners
Ohio
$16K +$16K +160 New
CIM
1391
Contravisory Investment Management
Massachusetts
$15K – – –
HR
1392
Howe & Rusling
New York
$14K – – –
SPI
1393
Santori & Peters Inc
Pennsylvania
$14K +$14K +159 New
TDC
1394
Thompson Davis & Co
Virginia
$12K -$57.2K -572 -83%
AFIA
1395
America First Investment Advisors
Nebraska
$12K – – –
BBA
1396
Braun-Bostich & Associates
Pennsylvania
$12K +$12K +119 New
FRA
1397
Front Row Advisors
California
$12K +$12K +122 New
TWMP
1398
Taylor Wealth Management Partners
Massachusetts
$10K – – –
SCA
1399
Stuart Chaussee & Associates
California
$10K – – –
FFG
1400
Ford Financial Group
California
$10K +$10K +100 New
54 55
56
57 58