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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 %
KCMRT
551
Kemper Corp Master Retirement Trust
Illinois
$2.06M -$79.1K -1,000 -4%
RVM
552
Robinson Value Management
Texas
$2.06M +$26.5K +335 +1%
BBA
553
BLB&B Advisors
Pennsylvania
$2.05M -$195K -2,460 -9%
WIS
554
Wright Investors Service
Connecticut
$2.05M +$298K +3,770 +17%
BCM
555
Boltwood Capital Management
California
$2.04M +$91K +1,150 +5%
SKK
556
Shepherd Kaplan Krochuk
Massachusetts
$2.04M – – –
NFG
557
Next Financial Group
Texas
$2.03M +$48.3K +609 +2%
LIA
558
LS Investment Advisors
Michigan
$2.02M +$16.3K +206 +0.8%
BFO
559
Boston Family Office
Massachusetts
$2.02M -$5.93K -75 -0.3%
BW
560
Bison Wealth
Georgia
$2.01M -$31.7K -400 -2%
DADC
561
D.A. Davidson & Co
Montana
$2M -$306K -3,871 -13%
Squarepoint
562
Squarepoint
New York
$1.99M +$1.99M +25,156 New
MYLI
563
Meiji Yasuda Life Insurance
Japan
$1.99M -$349K -4,410 -15%
MM
564
Midas Management
New York
$1.98M – – –
CCM
565
Covington Capital Management
California
$1.97M -$26.3K -332 -1%
MERSOM
566
Municipal Employees' Retirement System of Michigan
Michigan
$1.97M – – –
UB
567
UMB Bank
Missouri
$1.97M -$52.6K -665 -3%
NBC
568
Neuberger Berman Canada
Ontario, Canada
$1.95M -$653K -8,258 -25%
SF
569
Synovus Financial
Georgia
$1.95M -$199K -2,505 -9%
VRS
570
Virginia Retirement Systems
Virginia
$1.93M +$1.93M +24,400 New
BCM
571
BlueCrest Capital Management
Jersey
$1.9M +$1.9M +24,071 New
CCFCSB
572
Cape Cod Five Cents Savings Bank
Massachusetts
$1.88M -$77.1K -975 -4%
NA
573
Navellier & Associates
Nevada
$1.88M -$190K -2,400 -9%
BIM
574
Barton Investment Management
Pennsylvania
$1.86M -$39.5K -500 -2%
ISL
575
Ingalls & Snyder LLC
New York
$1.86M +$8.23K +104 +0.4%
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