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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 %
SFM
476
Systematic Financial Management
New Jersey
$3.22M -$674K -8,520 -17%
SIP
477
Stoneridge Investment Partners
Pennsylvania
$3.19M +$3.19M +40,323 New
CIC
478
Cornercap Investment Counsel
Georgia
$3.08M +$68.4K +865 +2%
Mirae Asset Global Investments
479
Mirae Asset Global Investments
South Korea
$3.07M +$1.98M +25,089 +183%
TCT
480
TIAA CREF Trust
Missouri
$3.06M -$66K -834 -2%
PIM
481
Perkins Investment Management
Illinois
$3.06M -$318K -4,021 -9%
LSA
482
L & S Advisors
California
$3.04M -$4.21M -53,171 -58%
ACM
483
Adalta Capital Management
New York
$3.02M +$3.02M +38,235 New
LTFS
484
Ladenburg Thalmann Financial Services
Florida
$3.01M -$740K -9,361 -20%
CIBC World Market
485
CIBC World Market
Ontario, Canada
$3.01M -$255K -3,228 -8%
BAM
486
Barrett Asset Management
New York
$2.99M +$655K +8,275 +28%
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$2.97M -$1.07M -13,591 -27%
BBHC
488
Brown Brothers Harriman & Co
New York
$2.96M -$17.5K -221 -0.6%
EP
489
Elkfork Partners
Oregon
$2.94M +$744K +9,408 +34%
LSV Asset Management
490
LSV Asset Management
Illinois
$2.92M +$1.8M +22,800 +162%
BCM
491
Birmingham Capital Management
Alabama
$2.91M – – –
OMC
492
Overbrook Management Corp
New York
$2.88M +$143K +1,805 +5%
BF
493
BOK Financial
Oklahoma
$2.87M -$538K -6,793 -16%
SAIG
494
Semper Augustus Investments Group
Colorado
$2.86M -$7.52K -95 -0.3%
GD
495
Grandfield & Dodd
New York
$2.84M -$135K -1,710 -5%
SW
496
SVB Wealth
Massachusetts
$2.84M -$246K -3,110 -8%
CAM
497
Columbia Asset Management
Michigan
$2.82M -$298K -3,774 -10%
PGIM
498
Pacific Global Investment Management
California
$2.76M -$99.3K -1,256 -3%
PL
499
Perpetual Ltd
Australia
$2.74M +$2.74M +35,262 New
AR
500
Advisory Research
Illinois
$2.74M -$1.05M -13,216 -28%
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