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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 %
WFG
651
Windsor Financial Group
Minnesota
$1.31M – – –
AP
652
Advisor Partners
California
$1.31M +$142K +1,792 +12%
BC
653
Burney Company
Virginia
$1.3M +$67.6K +855 +5%
CCM
654
CrestPoint Capital Management
Missouri
$1.3M – – –
CA
655
Callahan Advisors
Texas
$1.3M +$79 +1 +0%
BOS
656
Bank of Stockton
California
$1.3M +$29.6K +375 +2%
CONA
657
Capital One National Association
New York
$1.29M -$47.4K -600 -4%
SI
658
SII Investments
Wisconsin
$1.28M +$63.2K +800 +5%
GWCM
659
Godshalk Welsh Capital Management
Pennsylvania
$1.27M – – –
MA
660
Marshwinds Advisory
Georgia
$1.27M -$31.6K -399 -2%
NG
661
Northstar Group
New York
$1.26M -$392K -4,950 -24%
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$1.26M +$48.2K +609 +4%
FCMT
663
Founders Capital Management (Texas)
Texas
$1.26M +$1.26M +15,935 New
III
664
Independent Investors Inc
New York
$1.26M +$31.6K +400 +3%
II
665
IFM Investors
Australia
$1.26M +$442K +5,583 +54%
Pacer Advisors
666
Pacer Advisors
Pennsylvania
$1.26M +$46.7K +591 +4%
TMAM
667
Tokio Marine Asset Management
Japan
$1.25M -$2.3M -29,100 -65%
PI
668
Putnam Investments
Massachusetts
$1.25M -$47.5K -600 -4%
CNBT
669
Canandaigua National Bank & Trust
New York
$1.24M -$7.91K -100 -0.6%
SBIA
670
Sheaff Brock Investment Advisors
Indiana
$1.24M -$133K -1,688 -10%
GC
671
Guardian Capital
Ontario, Canada
$1.24M +$454K +5,738 +58%
JCM
672
Jacobi Capital Management
Pennsylvania
$1.23M +$630K +8,100 +105%
LBC
673
Lowe Brockenbrough & Co
Virginia
$1.22M +$24.8K +314 +2%
ST
674
Smithfield Trust
Pennsylvania
$1.21M -$138K -1,742 -10%
KS
675
Karpas Strategies
Connecticut
$1.21M – – –
25 26
27
28 29