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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 %
Toronto Dominion Bank
426
Toronto Dominion Bank
Ontario, Canada
$3.68M +$727K +11,339 +25%
TG
427
TCW Group
California
$3.67M -$125K -1,950 -3%
EDRH
428
Edmond de Rothschild Holding
Switzerland
$3.66M +$511K +7,984 +16%
CWM
429
CIBC World Markets
New York
$3.65M -$2.37M -36,932 -39%
IIC
430
Ironwood Investment Counsel
Arizona
$3.65M +$1.99M +31,105 +120%
FCT
431
Family Capital Trust
Massachusetts
$3.61M +$8.65K +135 +0.2%
AR
432
Advisory Research
Illinois
$3.55M +$16.5K +258 +0.5%
GIM
433
Goelzer Investment Management
Indiana
$3.55M +$710K +11,080 +25%
SC
434
SouthState Corp
Florida
$3.53M -$366K -5,717 -9%
MYAM
435
Meiji Yasuda Asset Management
Japan
$3.52M +$331K +5,164 +10%
LIC
436
Lodestar Investment Counsel
Illinois
$3.5M -$3.2K -50 -0.1%
DekaBank Deutsche Girozentrale
437
DekaBank Deutsche Girozentrale
Germany
$3.47M +$819K +12,845 +31%
TAM
438
Taurus Asset Management
New York
$3.44M -$8.25M -128,837 -71%
SIG
439
Sky Investment Group
Connecticut
$3.44M +$27.1K +423 +0.8%
SDIC
440
South Dakota Investment Council
South Dakota
$3.39M – – –
Truist Financial
441
Truist Financial
North Carolina
$3.39M +$28.7K +448 +0.9%
RJT
442
Raymond James Trust
Florida
$3.32M +$20K +312 +0.6%
RC
443
Roundview Capital
New Jersey
$3.32M -$769K -12,010 -19%
LPL Financial
444
LPL Financial
California
$3.31M +$1.37M +21,434 +71%
Rafferty Asset Management
445
Rafferty Asset Management
New York
$3.3M -$2.24M -34,919 -40%
AG
446
Advisor Group
Arizona
$3.25M +$252K +3,938 +8%
AUB
447
Atlantic Union Bankshares
Virginia
$3.23M +$98.8K +1,542 +3%
NSEDCP
448
NJ State Employees Deferred Compensation Plan
New Jersey
$3.2M – – –
HCM
449
Horan Capital Management
Maryland
$3.18M +$391K +6,112 +14%
BAC
450
Boys Arnold & Co
North Carolina
$3.18M -$91.3K -1,425 -3%
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