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American Express
AXP

Overview Fund Activity

1,181 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 392 increasing their positions, 501 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
–
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
392
Reduced
501
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$176M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$101M
4
O
OppenheimerFunds
New York
+$101M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$95.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$255M
2
JHIU
Janus Henderson Investors US
Colorado
-$239M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$151M
4
Goldman Sachs
Goldman Sachs
New York
-$119M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAM
351
UAS Asset Management
New York
$5.71M -$4.54M -70,950 -44%
Los Angeles Capital Management
352
Los Angeles Capital Management
California
$5.68M +$3.28M +51,297 +137%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$5.59M -$5.26M -82,105 -48%
SFM
354
Systematic Financial Management
New Jersey
$5.57M -$181K -2,820 -3%
V
355
ValueWorks
New York
$5.52M +$3.14K +49 +0.1%
GIP
356
Greatmark Investment Partners
Georgia
$5.52M +$146K +2,285 +3%
CGH
357
Crossmark Global Holdings
Texas
$5.51M +$5.51M +60,859 New
APFBOT
358
Amica Pension Fund Board of Trustees
Rhode Island
$5.46M – – –
BFA
359
Bragg Financial Advisors
North Carolina
$5.43M +$11.5K +180 +0.2%
PA
360
Pinnacle Associates
New York
$5.4M +$253K +3,947 +5%
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
$5.38M +$1.14M +17,796 +27%
TFA
362
Transamerica Financial Advisors
Florida
$5.34M +$477K +7,446 +10%
CSIC
363
Clifford Swan Investment Counsel
California
$5.33M +$65.2K +1,018 +1%
LP
364
LMR Partners
United Kingdom
$5.3M +$5.3M +82,690 New
FSA
365
Franklin Street Advisors
North Carolina
$5.29M +$3.69M +57,680 +231%
WT
366
Whittier Trust
California
$5.26M -$308K -4,804 -6%
TAF
367
Tredje AP-fonden
Sweden
$5.26M +$446K +6,963 +9%
CIP
368
Chartwell Investment Partners
Pennsylvania
$5.25M – – –
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$5.24M -$794K -12,400 -13%
WAM
370
World Asset Management
Michigan
$5.21M -$109K -1,703 -2%
DnB Asset Management
371
DnB Asset Management
Norway
$5.17M +$243K +3,800 +5%
AAM
372
Advisors Asset Management
Colorado
$5.14M +$1.12M +17,525 +28%
CIC
373
Cutler Investment Counsel
Oregon
$5.12M +$45.5K +711 +0.9%
KAM
374
Knightsbridge Asset Management
California
$5.08M -$251K -3,920 -5%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$5.04M -$601K -9,392 -11%
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