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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 %
TJHA
1401
Thomas J. Herzfeld Advisors
Florida
$9K -$73.3K -709 -89%
ME
1402
McIlrath & Eck
Washington
$9K +$9K +90 New
BCI
1403
Brinker Capital Investments
Pennsylvania
$8K -$6.95K -73 -46%
POIA
1404
Pin Oak Investment Advisors
Texas
$8K +$8K +84 New
OSNBOA
1405
Old Second National Bank of Aurora
Illinois
$7K -$14.3K -141 -67%
WWM
1406
Willingdon Wealth Management
North Carolina
$7K – – –
CFD
1407
Creative Financial Designs
Indiana
$7K – – –
NIM
1408
NuWave Investment Management
New Jersey
$7K +$7K +66 New
FGC
1409
Financial Gravity Companies
Texas
$7K +$7K +73 New
QAM
1410
QCI Asset Management
New York
$6K -$5.41K -55 -47%
SIA
1411
Sit Investment Associates
Minnesota
$6K – – –
VCM
1412
Vigilant Capital Management
Maine
$6K – – –
BCP
1413
Blackhawk Capital Partners
Wisconsin
$6K +$6K +60 New
NCM
1414
New Capital Management
Texas
$5K – – –
NC
1415
NewSquare Capital
Pennsylvania
$4K -$1.37K -14 -25%
HCM
1416
Horrell Capital Management
Arkansas
$4K – – –
Walleye Trading
1417
Walleye Trading
New York
$2.52K -$1.6K -16,126 -39%
GEA
1418
Glen Eagle Advisors
New Jersey
$2.48K +$2.48K +25 New
LWA
1419
Lowe Wealth Advisors
Maryland
$2K – – –
MWM
1420
MinichMacGregor Wealth Management
New York
$2K – – –
PCA
1421
Providence Capital Advisors
North Carolina
$2K +$2K +25 New
PCG
1422
Private Capital Group
Connecticut
$1.09K +$1.09K +10,963 New
PO
1423
Private Ocean
California
$1K +$1K +10 New
MCM
1424
Mainstay Capital Management
Michigan
$1K +$1K +11 New
Financial Engines Advisors
1425
Financial Engines Advisors
California
$1K +$1K +14 New
55 56
57
58 59