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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
$939M
2
TCIM
TIAA CREF Investment Management
New York
$374M
3
Renaissance Technologies
Renaissance Technologies
New York
$128M
4
AAMU
Amundi Asset Management US
Massachusetts
$190M
5
Millennium Management
Millennium Management
New York
$228M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$1.03B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.42M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B
4
Allianz Asset Management
Allianz Asset Management
Germany
$265M
5
EVM
Eaton Vance Management
Massachusetts
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1401
Stuart Chaussee & Associates
California
$10K – – –
TJHA
1402
Thomas J. Herzfeld Advisors
Florida
$9K – – –
ME
1403
McIlrath & Eck
Washington
$9K – – –
POIA
1404
Pin Oak Investment Advisors
Texas
$8K – – –
LWA
1405
Lenox Wealth Advisors
New York
$8K +$1.33K +14 +20%
KL
1406
KWMG LLC
Kansas
$8K +$8K +82 New
PMG
1407
ProVise Management Group
Florida
$7.08K -$112 -1,139 -2%
OSNBOA
1408
Old Second National Bank of Aurora
Illinois
$7K – – –
CFC
1409
Coyle Financial Counsel
Illinois
$7K +$7K +68 New
OWA
1410
One Wealth Advisors
California
$7K +$7K +70 New
CFD
1411
Creative Financial Designs
Indiana
$6K – – –
QAM
1412
QCI Asset Management
New York
$6K – – –
BCP
1413
Blackhawk Capital Partners
Wisconsin
$6K – – –
EIP
1414
Epoch Investment Partners
New York
$5.13K +$18 +185 +0.4%
TVWM
1415
Tower View Wealth Management
Wisconsin
$5K +$5K +46 New
HCM
1416
Horrell Capital Management
Arkansas
$4K – – –
TFA
1417
Transamerica Financial Advisors
Florida
$3K -$8.25K -77 -73%
MWM
1418
MinichMacGregor Wealth Management
New York
$2K – – –
LWA
1419
Lowe Wealth Advisors
Maryland
$2K – – –
TAIM
1420
TD Ameritrade Investment Management
Nebraska
$2K +$2K +16 New
NA
1421
NewEdge Advisors
Louisiana
$793 +$46 +467 +6%
EMG
1422
ETF Managers Group
New Jersey
$64 +$9 +31,710 +17%
AIL
1423
AGF Investments LLC
Ontario, Canada
$36 +$8 +77 +27%
FRA
1424
Front Row Advisors
California
$8 -$6 -59 -44%
OSAM
1425
O'Shaughnessy Asset Management
Connecticut
– -$48.1M -515,734 Closed
55 56
57
58 59