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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 %
WSFS
626
Wilmington Savings Fund Society
Delaware
$1.42M -$152K -2,058 -10%
AIM
627
Acropolis Investment Management
Missouri
$1.42M +$40.5K +547 +3%
FHC
628
First Houston Capital
Texas
$1.42M +$659K +8,900 +87%
SCM
629
Sterneck Capital Management
Missouri
$1.41M -$23K -310 -2%
SAM
630
Sawgrass Asset Management
Florida
$1.41M -$27.8K -375 -2%
VIA
631
Virtus Investment Advisers
Connecticut
$1.41M +$938K +12,658 +200%
AIM
632
Anchor Investment Management
South Carolina
$1.41M -$3.33K -45 -0.2%
AIP
633
Ameritas Investment Partners
Nebraska
$1.39M -$26.7K -361 -2%
CC
634
ClearArc Capital
Ohio
$1.38M -$23.5K -317 -2%
BB
635
Busey Bank
Illinois
$1.38M -$19.9K -268 -1%
WSCM
636
Wellington Shields Capital Management
New York
$1.38M – – –
AWM
637
Avior Wealth Management
Nebraska
$1.37M +$6.58K +90 +0.5%
SCM
638
SOL Capital Management
Maryland
$1.37M -$33K -445 -2%
AGM
639
Alpine Global Management
New York
$1.37M +$1.37M +18,435 New
CT
640
Cambridge Trust
Massachusetts
$1.36M +$114K +1,544 +9%
HCM
641
Howland Capital Management
Massachusetts
$1.36M -$3.63K -49 -0.3%
LKIM
642
Lawson Kroeker Investment Management
Nebraska
$1.36M -$1.11K -15 -0.1%
FWCM
643
Ferguson Wellman Capital Management
Oregon
$1.35M +$269K +3,632 +25%
FAAS
644
First Allied Advisory Services
California
$1.34M +$684K +9,232 +105%
JCM
645
Jag Capital Management
Missouri
$1.33M +$11.1K +150 +0.8%
BFIM
646
Beese Fulmer Investment Management
Ohio
$1.32M -$74.1K -1,000 -5%
GCA
647
Guardian Capital Advisors
Ontario, Canada
$1.31M +$218K +2,895 +20%
RCM
648
Riverhead Capital Management
Delaware
$1.31M -$430K -5,800 -25%
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$1.31M +$29.4K +397 +2%
Aristotle Capital Management
650
Aristotle Capital Management
California
$1.31M – – –
24 25
26
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