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American Express
AXP

Overview Fund Activity

1,254 hedge funds and large institutions have $56.1B invested in American Express in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 increasing their positions, 527 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+73
Holders Change %
+6.18%
% of All Funds
31.4%
Holding in Top 10
46
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+53.33%
% of All Funds
1.15%
New
159
Increased
389
Reduced
527
Closed
71
Calls
$1.02B
Puts
$1.25B
Net Calls
-$236M
Net Calls Change
-$147M

Top Buyers

1
FPP
Findlay Park Partners
United Kingdom
+$298M
2
State Street
State Street
Massachusetts
+$289M
3
SC
Samlyn Capital
New York
+$113M
4
Goldman Sachs
Goldman Sachs
New York
+$112M
5
American Century Companies
American Century Companies
Missouri
+$105M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$168M
2
Renaissance Technologies
Renaissance Technologies
New York
-$151M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$95.6M
5
TAM
Troy Asset Management
United Kingdom
-$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ID
551
Integral Derivatives
New York
$2.02M +$516K +6,969 +34%
Citadel Advisors
552
Citadel Advisors
Florida
$2.01M +$1.17M +15,808 +139%
SF
553
Synovus Financial
Georgia
$2.01M -$153K -2,063 -7%
KCMRT
554
Kemper Corp Master Retirement Trust
Illinois
$2M – – –
Thrivent Financial for Lutherans
555
Thrivent Financial for Lutherans
Minnesota
$2M +$112K +1,510 +6%
PAG
556
Private Advisor Group
New Jersey
$2M +$476K +6,199 +31%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$2M -$8.07K -109 -0.4%
NCM
558
Narwhal Capital Management
Georgia
$1.95M +$107K +1,445 +6%
CCA
559
Catalyst Capital Advisors
New York
$1.94M -$1.06M -14,355 -35%
GLRA
560
Gerald L. Ray & Associates
Texas
$1.94M +$88.9K +1,200 +5%
NA
561
Navellier & Associates
Nevada
$1.93M -$133K -1,800 -6%
PFSC
562
Peoples Financial Services Corp
Pennsylvania
$1.92M -$10.6K -175 -0.6%
BW
563
Bison Wealth
Georgia
$1.91M +$8.89K +120 +0.5%
SWP
564
Stratos Wealth Partners
Ohio
$1.91M +$114K +1,534 +6%
SKK
565
Shepherd Kaplan Krochuk
Massachusetts
$1.91M -$992K -13,393 -34%
SSB
566
Sandy Spring Bank
Maryland
$1.91M -$18.5K -250 -1%
SSP
567
Sapphire Star Partners
Washington
$1.9M -$163K -2,200 -8%
MCM
568
Murphy Capital Management
New Jersey
$1.9M -$143K -1,925 -7%
FA
569
FDx Advisors
Illinois
$1.9M +$349K +4,716 +22%
RVM
570
Robinson Value Management
Texas
$1.9M +$1.9M +25,669 New
HTC
571
Haverford Trust Company
Pennsylvania
$1.9M -$8.67K -117 -0.5%
BFO
572
Boston Family Office
Massachusetts
$1.9M -$16.7K -225 -0.9%
OMCS
573
Old Mutual Customised Solutions
South Africa
$1.9M +$533K +7,200 +39%
UB
574
UMB Bank
Missouri
$1.89M -$130K -1,755 -6%
LIA
575
LS Investment Advisors
Michigan
$1.88M +$41.3K +557 +2%
21 22
23
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