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American Express
AXP

Overview Fund Activity

1,254 hedge funds and large institutions have $56.1B invested in American Express in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 increasing their positions, 527 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+73
Holders Change %
+6.18%
% of All Funds
31.4%
Holding in Top 10
46
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+53.33%
% of All Funds
1.15%
New
159
Increased
389
Reduced
527
Closed
71
Calls
$1.02B
Puts
$1.25B
Net Calls
-$236M
Net Calls Change
-$147M

Top Buyers

1
FPP
Findlay Park Partners
United Kingdom
+$298M
2
State Street
State Street
Massachusetts
+$289M
3
SC
Samlyn Capital
New York
+$113M
4
Goldman Sachs
Goldman Sachs
New York
+$112M
5
American Century Companies
American Century Companies
Missouri
+$105M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$168M
2
Renaissance Technologies
Renaissance Technologies
New York
-$151M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$95.6M
5
TAM
Troy Asset Management
United Kingdom
-$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
351
Bar Harbor Trust Services
Maine
$6.64M -$78.5K -1,059 -1%
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$6.6M -$282K -3,807 -4%
BOIA
353
Bush ODonnell Investment Advisors
Missouri
$6.55M -$98.5K -1,330 -1%
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$6.54M +$853K +11,513 +15%
ZIM
355
Zacks Investment Management
Illinois
$6.54M +$6.54M +88,269 New
GIP
356
Greatmark Investment Partners
Georgia
$6.49M +$109K +1,475 +2%
DBT
357
Dubuque Bank & Trust
Iowa
$6.49M -$295K -3,978 -4%
BFA
358
Bragg Financial Advisors
North Carolina
$6.48M +$199K +2,689 +3%
V
359
ValueWorks
New York
$6.38M -$13.8K -186 -0.2%
TFA
360
Transamerica Financial Advisors
Florida
$6.33M +$143K +1,936 +2%
APFBOT
361
Amica Pension Fund Board of Trustees
Rhode Island
$6.32M – – –
NRS
362
Neville Rodie & Shaw
New York
$6.18M -$468K -6,315 -7%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$6.14M +$81.5K +1,100 +1%
CSIC
364
Clifford Swan Investment Counsel
California
$6.05M -$117K -1,573 -2%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$5.98M -$481K -6,490 -7%
CIC
366
Cutler Investment Counsel
Oregon
$5.95M +$20.7K +279 +0.3%
KAM
367
Knightsbridge Asset Management
California
$5.91M +$36.7K +496 +0.6%
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$5.87M -$355K -4,787 -6%
IRF
369
IBM Retirement Fund
New York
$5.85M -$32K -411 -0.5%
WT
370
Whittier Trust
California
$5.82M -$259K -3,501 -4%
NB
371
Norinchukin Bank
Japan
$5.79M +$569K +7,681 +11%
Voloridge Investment Management
372
Voloridge Investment Management
Florida
$5.79M +$5.79M +78,116 New
CA
373
Cullinan Associates
Kentucky
$5.75M +$128K +1,728 +2%
SAM
374
Securian Asset Management
Minnesota
$5.71M +$57K +769 +1%
FCMC
375
Founders Capital Management (Connecticut)
Connecticut
$5.69M -$15K -203 -0.3%
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