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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 %
FA
601
FDx Advisors
Illinois
$1.34M +$146K +2,277 +12%
Daiwa Securities Group
602
Daiwa Securities Group
Japan
$1.34M +$66.6K +1,040 +5%
MSV
603
MN Services Vermogensbeheer
Netherlands
$1.33M – – –
ED
604
Exane Derivatives
France
$1.33M +$420K +6,556 +46%
BA
605
Bridgewater Associates
Connecticut
$1.33M -$3.87M -60,400 -74%
FMWA
606
Forvis Mazars Wealth Advisors
Missouri
$1.33M +$143K +2,237 +12%
NG
607
Northstar Group
New York
$1.32M +$181K +2,718 +16%
MC
608
Moors & Cabot
Massachusetts
$1.32M +$60.8K +950 +5%
WOC
609
West Oak Capital
California
$1.3M +$24.7K +385 +2%
ID
610
Integral Derivatives
New York
$1.3M -$342K -5,347 -21%
MFS
611
MSI Financial Services
Massachusetts
$1.28M +$69.1K +1,080 +6%
EWM
612
Evercore Wealth Management
New York
$1.28M -$99.6K -1,555 -7%
KIA
613
KCM Investment Advisors
California
$1.28M -$92.5K -1,445 -7%
PAG
614
Private Advisor Group
New Jersey
$1.27M -$196K -3,071 -13%
CAM
615
CG Asset Management
New York
$1.26M -$131K -2,050 -9%
CONA
616
Capital One National Association
New York
$1.24M -$28.5K -446 -2%
SAM
617
Sawgrass Asset Management
Florida
$1.24M – – –
SCM
618
Sterneck Capital Management
Missouri
$1.24M -$42.3K -660 -3%
BA
619
Bennicas & Associates
California
$1.24M -$32K -500 -3%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$1.24M +$14.7K +229 +1%
SBWM
621
Sunflower Bank Wealth Management
Arizona
$1.24M -$57.6K -900 -4%
LC
622
Lourd Capital
California
$1.23M -$15.2K -237 -1%
AIP
623
Ameritas Investment Partners
Nebraska
$1.22M +$163K +2,551 +15%
AIM
624
Anchor Investment Management
South Carolina
$1.22M +$213K +3,330 +21%
CC
625
ClearArc Capital
Ohio
$1.22M -$40.6K -634 -3%
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