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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 %
NB
626
NBT Bank
New York
$1.49M -$32.8K -415 -2%
AIM
627
Anchor Investment Management
South Carolina
$1.49M -$15.4K -195 -1%
WSCM
628
Wellington Shields Capital Management
New York
$1.47M – – –
WOC
629
West Oak Capital
California
$1.47M +$82.3K +1,040 +6%
CC
630
ClearArc Capital
Ohio
$1.47M -$12.4K -157 -0.8%
SCM
631
SOL Capital Management
Maryland
$1.45M -$7.91K -100 -0.5%
HCM
632
Howland Capital Management
Massachusetts
$1.45M – – –
NEAM
633
New England Asset Management
Connecticut
$1.45M +$55.4K +700 +4%
BB
634
Busey Bank
Illinois
$1.45M -$28K -354 -2%
MVA
635
Mount Vernon Associates
Maryland
$1.43M +$87K +1,100 +6%
PAM
636
Private Asset Management
California
$1.42M +$119K +1,500 +9%
GIA
637
GHP Investment Advisors
Colorado
$1.42M +$70.6K +892 +5%
BFIM
638
Beese Fulmer Investment Management
Ohio
$1.41M – – –
AIP
639
Ameritas Investment Partners
Nebraska
$1.41M -$71.9K -909 -5%
LNWWM
640
Laird Norton Wetherby Wealth Management
California
$1.4M -$2.06K -26 -0.1%
HP
641
Hikari Power
Japan
$1.39M – – –
Aristotle Capital Management
642
Aristotle Capital Management
California
$1.39M -$7.91K -100 -0.6%
ED
643
Exane Derivatives
France
$1.37M -$443K -5,596 -24%
TCOV
644
Trust Company of Vermont
Vermont
$1.37M +$64.8K +819 +5%
FWCM
645
Ferguson Wellman Capital Management
Oregon
$1.37M -$70.6K -892 -5%
FDS
646
First Dallas Securities
Texas
$1.36M -$13.8K -174 -1%
JCM
647
Jag Capital Management
Missouri
$1.34M -$83.5K -1,055 -6%
VIA
648
Virtus Investment Advisers
Connecticut
$1.34M -$167K -2,111 -11%
SAM
649
Selway Asset Management
$1.33M – – –
FWM
650
Frontier Wealth Management
Missouri
$1.32M – – –
24 25
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