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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 %
FCH
601
Freestone Capital Holdings
Washington
$1.66M -$21.3K -287 -1%
OWD
602
Osborn Williams & Donohoe
Ohio
$1.65M – – –
CA
603
Clearstead Advisors
Ohio
$1.64M +$1.64M +22,195 New
WIS
604
Wright Investors Service
Connecticut
$1.64M +$354K +4,785 +28%
ACP
605
Ashfield Capital Partners
California
$1.63M -$44.4K -600 -3%
CC
606
Courier Capital
New York
$1.63M -$24.1K -325 -1%
AW
607
ACG Wealth
Georgia
$1.63M -$733K -9,890 -31%
GHCM
608
Glen Harbor Capital Management
California
$1.62M +$1.62M +21,802 New
JG
609
Jefferies Group
New York
$1.61M +$1.32M +17,872 +466%
SC
610
Searle & Co
Connecticut
$1.59M -$222K -3,000 -12%
MBA
611
McQueen Ball & Associates
Pennsylvania
$1.58M -$17.7K -239 -1%
LMIM
612
Lockheed Martin Investment Management
Maryland
$1.58M +$689K +9,300 +78%
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$1.56M +$30.4K +411 +2%
NG
614
Northstar Group
New York
$1.55M +$76.6K +1,034 +5%
Mariner
615
Mariner
Kansas
$1.48M +$365K +4,920 +33%
CAM
616
CG Asset Management
New York
$1.48M +$22.2K +300 +2%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$1.48M -$206K -2,785 -12%
MC
618
Moors & Cabot
Massachusetts
$1.47M -$55.5K -750 -4%
KIA
619
KCM Investment Advisors
California
$1.47M -$11.1K -150 -0.8%
BA
620
Bennicas & Associates
California
$1.43M – – –
BFEC
621
Benjamin F. Edwards & Company
Missouri
$1.43M -$2.3K -31 -0.2%
SBWM
622
Sunflower Bank Wealth Management
Arizona
$1.43M – – –
LC
623
Lourd Capital
California
$1.43M +$6.89K +93 +0.5%
NB
624
NBT Bank
New York
$1.43M -$1.11M -14,967 -44%
MSV
625
MN Services Vermogensbeheer
Netherlands
$1.43M -$34.4K -489 -2%
23 24
25
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