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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 %
QI
426
QS Investors
New York
$4.11M -$924K -11,677 -18%
CIP
427
Chartwell Investment Partners
Pennsylvania
$4.07M – – –
HSA
428
Hussman Strategic Advisors
Maryland
$4.06M +$3.96M +50,000 +3,846%
HCM
429
Horan Capital Management
Maryland
$4.03M -$44.4K -561 -1%
AIM
430
Allen Investment Management
New York
$4.01M +$229K +2,899 +6%
SPIA
431
Steward Partners Investment Advisory
New York
$4M +$3.57M +45,099 +826%
FG
432
Fiduciary Group
Georgia
$3.98M -$279K -3,525 -7%
NSEDCP
433
NJ State Employees Deferred Compensation Plan
New Jersey
$3.96M – – –
SDIC
434
South Dakota Investment Council
South Dakota
$3.95M -$229K -2,900 -5%
WF
435
Welch & Forbes
Massachusetts
$3.95M +$384K +4,852 +11%
TAM
436
Tocqueville Asset Management
New York
$3.94M +$130K +1,641 +3%
SC
437
SouthState Corp
Florida
$3.94M -$216K -2,735 -5%
WTC
438
WhitTier Trust Company
Nevada
$3.9M -$1.11M -14,042 -22%
CCM
439
Cadence Capital Management
Massachusetts
$3.87M -$56.8K -718 -1%
MYAM
440
Meiji Yasuda Asset Management
Japan
$3.86M -$559K -7,063 -13%
KRS
441
Kentucky Retirement Systems
Kentucky
$3.84M -$574K -7,250 -13%
GA
442
GFS Advisors
Texas
$3.82M -$5.76M -72,809 -60%
HL
443
HeadInvest LLC
Maine
$3.81M +$15.8K +200 +0.4%
BAC
444
Boys Arnold & Co
North Carolina
$3.76M -$91K -1,150 -2%
DT
445
Diversified Trust
Tennessee
$3.76M +$1.24M +15,613 +49%
SLI
446
Sumitomo Life Insurance
Japan
$3.75M +$934K +11,804 +33%
CFA
447
Carroll Financial Associates
North Carolina
$3.74M +$3.45M +43,557 +1,160%
PFP
448
Pinnacle Financial Partners
Tennessee
$3.7M +$91.1K +1,152 +3%
AF
449
Alerus Financial
North Dakota
$3.68M -$15.7K -198 -0.4%
LSERS
450
Louisiana State Employees Retirement System
Louisiana
$3.68M -$142K -1,800 -4%
16 17
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