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American Express
AXP

Overview Fund Activity

1,251 hedge funds and large institutions have $59.1B invested in American Express in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 388 increasing their positions, 548 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
31.19%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
1.07%
New
102
Increased
388
Reduced
548
Closed
87
Calls
$731M
Puts
$875M
Net Calls
-$144M
Net Calls Change
+$91.7M

Top Buyers

1
BlackRock
BlackRock
New York
$3.49B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$235M
4
Bank of America
Bank of America
North Carolina
$666M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$94.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$676M
2
FPA
First Pacific Advisors
California
$265M
3
MC
Maverick Capital
Texas
$668K
4
Goldman Sachs
Goldman Sachs
New York
$473M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
226
Macquarie Group
Australia
$18.3M +$1.73M +21,819 +10%
GC
227
Gillson Capital
Illinois
$18.1M +$18.1M +229,079 New
GAI
228
General American Investors
New York
$17.8M – – –
TPSF
229
Texas Permanent School Fund
Texas
$17.5M -$720K -9,106 -4%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$17.4M +$16.5M +209,157 +2,012%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$17.2M +$14M +177,116 +439%
IGIM
232
I.G. Investment Management
Manitoba, Canada
$17.1M -$12.9M -163,688 -43%
UCFA
233
United Capital Financial Advisors
Texas
$17M -$791K -9,993 -4%
SWITC
234
Stewart West Indies Trading Company
Colorado
$16.6M – – –
TIP
235
Torray Investment Partners
Maryland
$16.5M +$2.77K +35 +0%
DZ Bank
236
DZ Bank
Germany
$16.4M +$13.3M +168,230 +435%
Federated Hermes
237
Federated Hermes
Pennsylvania
$16.3M -$4.43M -56,030 -21%
William Blair & Company
238
William Blair & Company
Illinois
$16.2M +$2.84M +35,624 +21%
MIM
239
Manitou Investment Management
Ontario, Canada
$15.9M -$706K -8,920 -4%
MA
240
MUFG Americas
New York
$15.9M -$286K -3,621 -2%
Comerica Bank
241
Comerica Bank
Texas
$15.9M -$251K -3,127 -2%
CA
242
Claar Advisors
New York
$15.8M – – –
SAM
243
Shell Asset Management
Netherlands
$15.6M +$6.12M +77,345 +65%
PIA
244
Piedmont Investment Advisors
North Carolina
$15.5M -$549K -6,942 -3%
HNB
245
Huntington National Bank
Ohio
$15.4M -$209K -2,641 -1%
CCMH
246
Cornerstone Capital Management Holdings
New York
$15.4M -$785K -9,923 -5%
CCMG
247
Clark Capital Management Group
Pennsylvania
$15.2M +$14.8M +186,532 +3,203%
MAM
248
Martingale Asset Management
Massachusetts
$15.1M +$7.51M +94,956 +98%
NAM
249
North American Management
Massachusetts
$15.1M -$316K -3,992 -2%
RMA
250
Roffman Miller Associates
Pennsylvania
$15.1M +$547K +6,918 +4%
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