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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 %
B
551
BancorpSouth
Mississippi
$1.8M +$24.7K +385 +1%
SAMNY
552
Samsung Asset Management (New York)
New York
$1.79M -$398K -6,220 -18%
NA
553
Navellier & Associates
Nevada
$1.79M -$32K -500 -2%
SSP
554
Sapphire Star Partners
Washington
$1.79M -$12.8K -200 -0.7%
MCM
555
Murphy Capital Management
New Jersey
$1.77M -$19.2K -300 -1%
UB
556
UMB Bank
Missouri
$1.75M -$69K -1,078 -4%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$1.73M +$572K +8,924 +49%
KCMRT
558
Kemper Corp Master Retirement Trust
Illinois
$1.73M – – –
CCFCSB
559
Cape Cod Five Cents Savings Bank
Massachusetts
$1.73M -$1.45M -22,710 -46%
LTI
560
Laffer Tengler Investments
Tennessee
$1.72M – – –
SSB
561
Sandy Spring Bank
Maryland
$1.67M -$161K -2,514 -9%
KCPG
562
Kavar Capital Partners Group
Kansas
$1.66M -$81.6K -1,275 -5%
BFO
563
Boston Family Office
Massachusetts
$1.66M – – –
HTC
564
Haverford Trust Company
Pennsylvania
$1.65M -$257K -4,018 -13%
BW
565
Bison Wealth
Georgia
$1.65M -$10.9K -170 -0.7%
MERSOM
566
Municipal Employees' Retirement System of Michigan
Michigan
$1.64M +$1.92K +30 +0.1%
T
567
TOBAM
France
$1.64M -$783K -12,223 -32%
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
$1.63M +$41.3K +645 +3%
Squarepoint
569
Squarepoint
New York
$1.62M +$1.11M +17,379 +221%
WKWM
570
Walter & Keenan Wealth Management
Indiana
$1.61M +$96K +1,500 +6%
MM
571
Midas Management
New York
$1.6M – – –
GLRA
572
Gerald L. Ray & Associates
Texas
$1.6M -$76.9K -1,200 -5%
LIA
573
LS Investment Advisors
Michigan
$1.59M -$125K -1,947 -7%
NCM
574
Narwhal Capital Management
Georgia
$1.59M – – –
BCM
575
Boltwood Capital Management
California
$1.59M +$11.5K +180 +0.7%
21 22
23
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