AXP icon

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 %
CPA
576
Capital Planning Advisors
California
$1.59M +$127K +1,975 +9%
BIM
577
Barton Investment Management
Pennsylvania
$1.57M -$14.7K -230 -0.9%
CBB
578
Citizens Business Bank
California
$1.57M +$154K +2,400 +11%
PA
579
Profund Advisors
Maryland
$1.57M -$42.6K -665 -3%
SC
580
Searle & Co
Connecticut
$1.56M +$1.56M +24,400 New
SWP
581
Stratos Wealth Partners
Ohio
$1.56M +$483K +7,546 +45%
RCM
582
Riverhead Capital Management
Delaware
$1.5M +$702K +10,960 +88%
GIM
583
Grassi Investment Management
California
$1.5M – – –
NFG
584
Next Financial Group
Texas
$1.5M +$742K +11,584 +98%
CSS
585
Cubist Systematic Strategies
Connecticut
$1.47M -$924K -14,430 -39%
TMAM
586
Tokio Marine Asset Management
Japan
$1.46M -$144K -2,254 -9%
RMAM
587
Raab & Moskowitz Asset Management
New Jersey
$1.46M -$143K -2,231 -9%
FCH
588
Freestone Capital Holdings
Washington
$1.46M +$32.6K +509 +2%
ACP
589
Ashfield Capital Partners
California
$1.45M – – –
DG
590
Davidson & Garrard
Virginia
$1.45M -$563K -8,791 -28%
ISL
591
Ingalls & Snyder LLC
New York
$1.45M -$1.09K -17 -0.1%
EHWM
592
Eads & Heald Wealth Management
Georgia
$1.44M -$21.4K -334 -1%
CC
593
Courier Capital
New York
$1.43M -$28.5K -445 -2%
OWD
594
Osborn Williams & Donohoe
Ohio
$1.43M – – –
CWM
595
Concert Wealth Management
California
$1.42M -$17.5K -274 -1%
OPCM
596
Osborne Partners Capital Management
California
$1.41M -$411K -6,420 -23%
LCM
597
Leisure Capital Management
California
$1.39M -$6.02K -94 -0.4%
MBA
598
McQueen Ball & Associates
Pennsylvania
$1.38M +$5.44K +85 +0.4%
WSFS
599
Wilmington Savings Fund Society
Delaware
$1.36M -$23.4K -366 -2%
MIM
600
Midwest Investment Management
Ohio
$1.34M -$85.5K -1,335 -6%
22 23
24
25 26