AXP icon

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 %
RCM
576
Riverhead Capital Management
Delaware
$1.86M +$465K +5,873 +33%
GIM
577
Grassi Investment Management
California
$1.86M +$1.19K +15 +0.1%
SSP
578
Sapphire Star Partners
Washington
$1.85M -$182K -2,300 -9%
TCM
579
Tradition Capital Management
New Jersey
$1.82M +$1.24M +15,685 +214%
AIU
580
Algebris Investments (UK)
United Kingdom
$1.82M +$1.82M +23,000 New
BHWM
581
Bar Harbor Wealth Management
New Hampshire
$1.81M -$322K -4,066 -15%
AW
582
ACG Wealth
Georgia
$1.8M +$55.5K +702 +3%
MCM
583
Murphy Capital Management
New Jersey
$1.79M -$241K -3,050 -12%
FM
584
Family Management
New York
$1.79M -$97K -1,226 -5%
FCH
585
Freestone Capital Holdings
Washington
$1.79M +$16.6K +210 +0.9%
EHWM
586
Eads & Heald Wealth Management
Georgia
$1.79M +$1.11K +14 +0.1%
OWD
587
Osborn Williams & Donohoe
Ohio
$1.77M +$7.91K +100 +0.4%
CPA
588
Capital Planning Advisors
California
$1.75M -$136K -1,720 -7%
CA
589
Clearstead Advisors
Ohio
$1.74M -$19.7K -249 -1%
W
590
Wealthfront
California
$1.72M +$335K +4,238 +24%
ARTA
591
A.R.T. Advisors
New York
$1.71M +$1.71M +21,600 New
OPCM
592
Osborne Partners Capital Management
California
$1.7M -$94.9K -1,200 -5%
LCM
593
Leisure Capital Management
California
$1.69M -$91.5K -1,157 -5%
NA
594
Neuburgh Advisers
California
$1.68M +$425K +5,376 +34%
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$316 -4 -0%
CA
596
Cornerstone Advisors
North Carolina
$1.66M +$1.66M +21,000 New
AWM
597
Avior Wealth Management
Nebraska
$1.66M +$197K +2,530 +14%
ACC
598
Accident Compensation Corp
New Zealand
$1.65M +$1.09M +13,800 +197%
Mariner
599
Mariner
Kansas
$1.64M +$57.7K +729 +4%
CC
600
Courier Capital
New York
$1.63M -$118K -1,492 -7%
22 23
24
25 26