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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 %
TG
401
TCW Group
California
$4.73M +$481K +6,499 +11%
LPL Financial
402
LPL Financial
California
$4.72M +$818K +10,864 +21%
QI
403
QS Investors
New York
$4.71M -$7.56K -102 -0.2%
SI
404
Stephens Inc
Arkansas
$4.7M -$689K -9,298 -13%
WTC
405
WhitTier Trust Company
Nevada
$4.69M +$291K +3,934 +7%
SMI
406
Shelter Mutual Insurance
Missouri
$4.69M – – –
GIM
407
Goelzer Investment Management
Indiana
$4.68M +$575K +7,769 +14%
SIM
408
Sentry Investment Management
Wisconsin
$4.65M -$9.48K -128 -0.2%
SGI
409
Summit Global Investments
Utah
$4.62M +$4.62M +62,347 New
AIC
410
Argus Investors Counsel
New York
$4.59M -$148K -2,000 -3%
GG
411
Greenwood Gearhart
Arkansas
$4.55M -$44.6K -602 -1%
VKH
412
Virtu KCG Holdings
New York
$4.55M +$928K +12,532 +26%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$4.51M +$285K +3,850 +7%
IMOV
414
Investment Management of Virginia
Virginia
$4.51M -$412K -5,555 -8%
IIC
415
Ironwood Investment Counsel
Arizona
$4.43M +$213K +2,877 +5%
1SB
416
1ST Source Bank
Indiana
$4.35M +$41.2K +556 +1%
LMGAM
417
Liberty Mutual Group Asset Management
Massachusetts
$4.34M +$69K +931 +2%
SIRP
418
Shelter Insurance Retirement Plan
Missouri
$4.31M – – –
FCT
419
Family Capital Trust
Massachusetts
$4.2M +$25.3K +342 +0.6%
MCM
420
Matarin Capital Management
New York
$4.19M -$2.78M -37,590 -40%
DCM
421
Dynamic Capital Management
Jersey
$4.14M +$4.14M +55,904 New
MYAM
422
Meiji Yasuda Asset Management
Japan
$4.14M +$69.4K +937 +2%
KRS
423
Kentucky Retirement Systems
Kentucky
$4.13M -$1.1M -14,815 -21%
RC
424
Roundview Capital
New Jersey
$4.12M +$280K +3,775 +7%
LIC
425
Lodestar Investment Counsel
Illinois
$4.06M +$13.3K +180 +0.3%
15 16
17
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