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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 %
RBA
376
Richard Bernstein Advisors
New York
$5.62M – – –
CM
377
CS McKee
Pennsylvania
$5.59M -$3.12M -42,147 -36%
BC
378
Bartlett & Co
Ohio
$5.58M -$10.4K -140 -0.2%
WAM
379
World Asset Management
Michigan
$5.57M -$455K -6,139 -8%
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$5.57M +$82K +1,107 +1%
GAG
381
GM Advisory Group
New York
$5.51M -$275K -3,706 -5%
AAF
382
Andra AP-fonden
Sweden
$5.48M -$1.25M -16,900 -19%
RS
383
Robeco Schweiz
Switzerland
$5.47M +$2.68M +36,226 +96%
SCM
384
Sterling Capital Management
North Carolina
$5.46M +$21K +283 +0.4%
SC
385
Scotia Capital
Ontario, Canada
$5.45M +$2.04M +27,530 +60%
MIM
386
Marco Investment Management
Georgia
$5.4M -$37K -500 -0.7%
PCI
387
Pacifica Capital Investments
Texas
$5.37M -$98.9K -1,335 -2%
SFG
388
Sather Financial Group
Texas
$5.37M -$44.5K -600 -0.8%
DY
389
Dowling & Yahnke
California
$5.33M -$30.2K -408 -0.6%
PMG
390
ProVise Management Group
Florida
$5.32M -$133K -1,795 -2%
CAM
391
Carret Asset Management
New York
$5.28M -$515K -6,954 -9%
RCM
392
RNC Capital Management
California
$5.03M +$5.03M +67,844 New
AP
393
AHL Partners
United Kingdom
$5M +$3.6M +48,632 +257%
FT
394
Fiduciary Trust
Massachusetts
$4.98M +$3.62M +48,795 +265%
PA
395
Pastel & Associes
France
$4.98M – – –
CAM
396
Capstone Asset Management
Texas
$4.92M -$9M -121,429 -65%
CB
397
Chemical Bank
Michigan
$4.87M -$24.1K -325 -0.5%
CAM
398
Cubic Asset Management
Massachusetts
$4.86M – – –
AG
399
Advisor Group
Arizona
$4.8M +$1.05M +14,107 +28%
Creative Planning
400
Creative Planning
Kansas
$4.78M +$284K +3,835 +6%
14 15
16
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