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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 %
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$1.11M +$256 +4 +0%
ST
652
Smithfield Trust
Pennsylvania
$1.1M +$91.3K +1,425 +9%
HPCM
653
High Pointe Capital Management
Illinois
$1.1M -$320K -4,990 -23%
MVA
654
Mount Vernon Associates
Maryland
$1.09M – – –
SAM
655
Selway Asset Management
$1.09M -$12.8K -200 -1%
CT
656
Cambridge Trust
Massachusetts
$1.08M +$105K +1,634 +11%
CCM
657
CrestPoint Capital Management
Missouri
$1.08M -$1.1M -17,100 -50%
NHC
658
Nicholas Hoffman & Company
Georgia
$1.08M -$6.02K -94 -0.6%
GCP
659
GSA Capital Partners
United Kingdom
$1.08M +$1.08M +16,791 New
PI
660
Putnam Investments
Massachusetts
$1.07M -$70.6K -1,102 -6%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07M -$6.4K -100 -0.6%
B
662
Bailard
California
$1.07M -$77.5K -1,210 -7%
WFG
663
Windsor Financial Group
Minnesota
$1.06M – – –
PAM
664
Private Asset Management
California
$1.06M – – –
CAN
665
Cetera Advisor Networks
California
$1.06M +$107K +1,666 +11%
BO
666
BRR OpCo
Ohio
$1.06M -$18.6K -291 -2%
MA
667
Marshwinds Advisory
Georgia
$1.05M – – –
CA
668
Callahan Advisors
Texas
$1.05M +$12.8K +200 +1%
BOS
669
Bank of Stockton
California
$1.05M +$24.5K +383 +2%
PP
670
Patten & Patten
Tennessee
$1.04M -$361K -5,637 -26%
WS
671
Wedbush Securities
California
$1.04M +$204K +3,191 +24%
GCA
672
Greenwood Capital Associates
South Carolina
$1.04M -$47.4K -740 -4%
BAS
673
Brown Advisory Securities
Maryland
$1.04M -$10.1K -158 -1%
PFM
674
PacWest Financial Management
Arizona
$1.03M +$62.8K +980 +6%
GIA
675
GHP Investment Advisors
Colorado
$1.03M +$19.8K +309 +2%
25 26
27
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