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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 %
GAG
376
GM Advisory Group
New York
$5.89M +$2.06K +26 +0%
PMG
377
ProVise Management Group
Florida
$5.8M +$123K +1,552 +2%
DY
378
Dowling & Yahnke
California
$5.78M +$88.8K +1,123 +2%
SFG
379
Sather Financial Group
Texas
$5.73M – – –
RS
380
Robeco Schweiz
Switzerland
$5.7M -$157K -1,987 -3%
MIM
381
Marco Investment Management
Georgia
$5.68M -$87K -1,100 -2%
NIPH
382
NN Investment Partners Holdings
Netherlands
$5.67M +$5.14M +64,992 +973%
Daiwa Securities Group
383
Daiwa Securities Group
Japan
$5.57M +$3.79M +47,870 +212%
CAM
384
Carret Asset Management
New York
$5.45M -$183K -2,319 -3%
V
385
ValueWorks
New York
$5.41M -$1.4M -17,653 -21%
RCM
386
RNC Capital Management
California
$5.4M +$32K +405 +0.6%
SGI
387
Summit Global Investments
Utah
$5.35M +$415K +5,244 +8%
PA
388
Pastel & Associes
France
$5.32M – – –
Wolverine Trading
389
Wolverine Trading
Illinois
$5.26M -$6.99M -88,265 -57%
CAM
390
Cubic Asset Management
Massachusetts
$5.22M +$28.9K +365 +0.6%
SI
391
Stephens Inc
Arkansas
$5.18M +$156K +1,972 +3%
BC
392
Bartlett & Co
Ohio
$5.13M -$822K -10,384 -14%
AP
393
AHL Partners
United Kingdom
$5.11M -$232K -2,930 -4%
CB
394
Chemical Bank
Michigan
$5.08M -$114K -1,446 -2%
GIM
395
Goelzer Investment Management
Indiana
$5.03M +$39.6K +500 +0.8%
SMI
396
Shelter Mutual Insurance
Missouri
$5M – – –
GG
397
Greenwood Gearhart
Arkansas
$5M +$145K +1,835 +3%
Creative Planning
398
Creative Planning
Kansas
$4.98M -$125K -1,583 -2%
CAM
399
Capstone Asset Management
Texas
$4.96M -$297K -3,756 -6%
FP
400
FDO Partners
Massachusetts
$4.95M +$4.95M +62,609 New
14 15
16
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