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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
+$3.37B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$243M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
4
Bank of America
Bank of America
North Carolina
+$98.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$94.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$223M
2
FPA
First Pacific Advisors
California
-$190M
3
MC
Maverick Capital
Texas
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$165M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
301
Amica Mutual Insurance
Rhode Island
$10.2M – – –
TU
302
TDAM USA
Ontario, Canada
$10M -$852K -10,775 -8%
JAM
303
Jupiter Asset Management
United Kingdom
$9.95M – – –
MIM
304
Martin Investment Management
Florida
$9.93M -$3.45M -43,595 -26%
11A
305
10-15 Associates
New York
$9.87M +$252K +3,191 +3%
JPMPWA
306
J.P. Morgan Private Wealth Advisors
California
$9.86M -$716K -9,049 -7%
TSW
307
Thompson Siegel & Walmsley
Virginia
$9.84M -$3.3M -41,779 -25%
DJSG
308
D.J. St. Germain
Massachusetts
$9.8M -$164K -2,078 -2%
FBA
309
Front Barnett Associates
Illinois
$9.65M -$636K -8,036 -6%
FIB
310
First Interstate Bank
Montana
$9.58M -$649K -8,203 -6%
ZIG
311
Zurich Insurance Group
Switzerland
$9.43M -$3.13M -39,502 -25%
NCM
312
Noesis Capital Mangement
Florida
$9.19M -$108K -1,369 -1%
Handelsbanken Fonder
313
Handelsbanken Fonder
Sweden
$9.1M +$6.33M +80,000 +229%
CPIM
314
Columbia Partners Investment Management
Virginia
$8.96M +$377K +4,762 +4%
BWFM
315
Bridgewater Wealth & Financial Management
Maryland
$8.88M -$21.7K -274 -0.2%
OCM
316
Olstein Capital Management
New York
$8.77M -$245K -3,100 -3%
AAM
317
Advisors Asset Management
Colorado
$8.76M +$1.04M +13,195 +14%
TAF
318
Tredje AP-fonden
Sweden
$8.72M +$1.18M +14,910 +16%
MAA
319
Matrix Asset Advisors
New York
$8.63M -$874K -11,043 -9%
RIG
320
Roosevelt Investment Group
New York
$8.54M +$8.15M +103,081 +2,127%
GH
321
GAM Holding
Switzerland
$8.52M -$1.94M -24,491 -19%
LMIM
322
Lockheed Martin Investment Management
Maryland
$8.47M +$6.79M +85,775 +403%
Bessemer Group
323
Bessemer Group
New Jersey
$8.46M -$372K -4,708 -4%
FSA
324
Franklin Street Advisors
North Carolina
$8.34M +$1.15M +14,525 +16%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$8.31M +$2.36M +29,889 +40%
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