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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 %
CCM
1451
CrestPoint Capital Management
Missouri
– -$678K -7,500 Closed
ID
1452
Integral Derivatives
New York
– -$646K -7,146 Closed
CTI
1453
Community Trust & Investment
Kentucky
– -$633K -7,000 Closed
CCT
1454
Country Club Trust
Missouri
– -$497K -5,500 Closed
NFA
1455
Nuveen Fund Advisors
Illinois
– -$479K -5,292 Closed
CWA
1456
Cypress Wealth Advisors
California
– -$318K -3,512 Closed
BCB
1457
Brian C. Broderick
– -$296K -3,275 Closed
GFPC
1458
Global Financial Private Capital
Florida
– -$285K -3,150 Closed
AA
1459
Ancora Advisors
Ohio
– -$268K -2,958 Closed
MPM
1460
Meritage Portfolio Management
Kansas
– -$260K -2,864 Closed
TBA
1461
Train Babcock Advisors
New York
– -$249K -2,750 Closed
BGC
1462
Blue Granite Capital
South Carolina
– -$236K -2,613 Closed
VAM
1463
Visionary Asset Management
Texas
– -$230K -2,540 Closed
DBIA
1464
Dumont & Blake Investment Advisors
New Jersey
– -$227K -2,510 Closed
VF
1465
Virtu Financial
New York
– -$219K -2,421 Closed
HWA
1466
HCR Wealth Advisors
California
– -$201K -2,221 Closed
ZB
1467
Zions Bancorporation
Utah
– -$121K -1,337 Closed
FA
1468
Financial Advantage
Maryland
– -$62K -680 Closed
HCA
1469
Horan Capital Advisors
Ohio
– -$55K -610 Closed
AC
1470
Alexandria Capital
Virginia
– -$52K -571 Closed
CCMW
1471
Cypress Capital Management (Wyoming)
Wyoming
– -$36K -400 Closed
ECM
1472
Exchange Capital Management
Michigan
– -$28K -310 Closed
BA
1473
Bristlecone Advisors
Washington
– -$27K -301 Closed
CFA
1474
Camarda Financial Advisors
Florida
– -$26K -287 Closed
IR
1475
Invictus RG
Bermuda
– -$22K -238 Closed
56 57 58
59
60