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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 %
JSP
401
Jackson Square Partners
California
$4.93M +$4.93M +62,282 New
1SB
402
1ST Source Bank
Indiana
$4.9M +$260K +3,291 +6%
CM
403
CS McKee
Pennsylvania
$4.86M -$1.11M -14,031 -19%
AG
404
Advisor Group
Arizona
$4.85M -$279K -3,522 -5%
IIC
405
Ironwood Investment Counsel
Arizona
$4.81M +$74.4K +940 +2%
PWLP
406
Prio Wealth Limited Partnership
Massachusetts
$4.78M +$621K +7,850 +15%
SIM
407
Sentry Investment Management
Wisconsin
$4.75M -$217K -2,747 -4%
IMOV
408
Investment Management of Virginia
Virginia
$4.74M -$74K -936 -2%
EDRH
409
Edmond de Rothschild Holding
Switzerland
$4.63M -$187K -2,363 -4%
WAM
410
Winslow Asset Management
Ohio
$4.63M -$2.86M -36,185 -38%
SIRP
411
Shelter Insurance Retirement Plan
Missouri
$4.6M – – –
DWT
412
Dorsey & Whitney Trust
South Dakota
$4.58M +$786K +9,940 +21%
SC
413
Scotia Capital
Ontario, Canada
$4.46M -$1.36M -17,155 -23%
COPPSERS
414
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.44M +$956K +12,086 +27%
FCT
415
Family Capital Trust
Massachusetts
$4.43M -$56.3K -710 -1%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.4M +$229K +2,895 +5%
LPL Financial
417
LPL Financial
California
$4.29M -$626K -7,969 -13%
MCM
418
Matarin Capital Management
New York
$4.28M -$197K -2,486 -4%
RJT
419
Raymond James Trust
Florida
$4.25M +$58.9K +745 +1%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$4.25M +$1.48M +18,685 +53%
AB
421
Amalgamated Bank
New York
$4.23M +$78.6K +994 +2%
Truist Financial
422
Truist Financial
North Carolina
$4.22M -$4.51K -57 -0.1%
LIC
423
Lodestar Investment Counsel
Illinois
$4.19M -$150K -1,900 -3%
SIG
424
Sky Investment Group
Connecticut
$4.18M -$29.3K -370 -0.7%
AIC
425
Argus Investors Counsel
New York
$4.17M -$728K -9,200 -15%
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