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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 %
CAM
376
Carret Asset Management
New York
$5.01M -$59.6K -930 -1%
GAG
377
GM Advisory Group
New York
$5M +$6.4K +100 +0.1%
YP
378
Yellowstone Partners
Idaho
$4.96M -$105K -1,633 -2%
FCMC
379
Founders Capital Management (Connecticut)
Connecticut
$4.93M +$2.25M +35,100 +84%
NMIMC
380
Northwestern Mutual Investment Management Company
Wisconsin
$4.92M +$2.94M +45,928 +149%
SAM
381
Securian Asset Management
Minnesota
$4.88M -$154K -2,412 -3%
CA
382
Cullinan Associates
Kentucky
$4.86M -$2.02M -31,615 -29%
RBA
383
Richard Bernstein Advisors
New York
$4.85M +$2.33M +36,363 +92%
IRF
384
IBM Retirement Fund
New York
$4.84M -$1.91M -29,844 -28%
BC
385
Bartlett & Co
Ohio
$4.83M – – –
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$4.74M -$533K -8,326 -10%
PCI
387
Pacifica Capital Investments
Texas
$4.73M -$64.7K -1,010 -1%
PMG
388
ProVise Management Group
Florida
$4.71M +$320K +4,991 +7%
MIM
389
Marco Investment Management
Georgia
$4.7M -$32K -500 -0.7%
SCM
390
Sterling Capital Management
North Carolina
$4.7M +$15.7K +245 +0.3%
NFGCM
391
Norman Fields Gottscho Capital Management
New York
$4.7M +$150K +2,340 +3%
SFG
392
Sather Financial Group
Texas
$4.68M – – –
SI
393
Stephens Inc
Arkansas
$4.66M -$149K -2,319 -3%
DY
394
Dowling & Yahnke
California
$4.63M +$30.2K +471 +0.7%
KRS
395
Kentucky Retirement Systems
Kentucky
$4.52M +$119K +1,860 +3%
NB
396
Norinchukin Bank
Japan
$4.51M +$1.56M +24,387 +53%
EGM
397
Engineers Gate Manager
New York
$4.48M +$3.21M +50,153 +253%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$4.36M +$443K +6,920 +11%
PA
399
Pastel & Associes
France
$4.3M – – –
IMOV
400
Investment Management of Virginia
Virginia
$4.25M -$49.7K -776 -1%
14 15
16
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