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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 %
B
1376
Bridgeworth
Alabama
$22K +$22K +234 New
GWA
1377
Guidant Wealth Advisors
Illinois
$21K +$484 +5 +2%
CBT
1378
Capital Bank & Trust
California
$21K +$13.5K +135 +180%
TC
1379
Trust Company
Kansas
$20K – – –
LGWM
1380
Litman Gregory Wealth Management
California
$20K – – –
ICOM
1381
Investment Counselors of Maryland
Maryland
$20K – – –
ARMC
1382
American Research & Management Company
Massachusetts
$20K – – –
SA
1383
SRH Advisors
Kansas
$20K – – –
BAM
1384
Bruderman Asset Management
New York
$19K -$33K -344 -63%
HI
1385
Hudock Inc
Pennsylvania
$19K – – –
RWG
1386
Regal Wealth Group
California
$19K – – –
AWA
1387
Acorn Wealth Advisors
Michigan
$19K +$97 +1 +0.5%
PFGIA
1388
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$13.8K -140 -43%
RA
1389
Rational Advisors
New York
$17K -$8.88K -93 -34%
KCPG
1390
Kavar Capital Partners Group
Kansas
$17K – – –
EWM
1391
Edge Wealth Management
New York
$16K -$60.4K -600 -79%
BG
1392
Bollard Group
Massachusetts
$16K – – –
CIM
1393
Contravisory Investment Management
Massachusetts
$15K – – –
OGC
1394
Oak Grove Capital
New Hampshire
$15K – – –
BL
1395
Balentine LLC
Georgia
$13K -$1.93K -20 -13%
BWL
1396
Bogart Wealth LLC
Virginia
$13K – – –
BBA
1397
Braun-Bostich & Associates
Pennsylvania
$12K – – –
AFIA
1398
America First Investment Advisors
Nebraska
$12K – – –
HR
1399
Howe & Rusling
New York
$11K – – –
TWMP
1400
Taylor Wealth Management Partners
Massachusetts
$10K – – –
54 55
56
57 58