AXP icon

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 %
ONB
676
Old National Bancorp
Indiana
$1.03M -$30.3K -473 -3%
TBA
677
Tower Bridge Advisors
Pennsylvania
$1.03M -$18.6K -291 -2%
JPC
678
Jackson Park Capital
Utah
$1.03M +$128K +2,000 +14%
OFS
679
Orrstown Financial Services
Pennsylvania
$1.02M -$17.2K -269 -2%
WAM
680
Wolverine Asset Management
Illinois
$1.02M – – –
Pacer Advisors
681
Pacer Advisors
Pennsylvania
$1.02M -$105K -1,643 -9%
JCM
682
Jacobi Capital Management
Pennsylvania
$1.01M -$2.3K -36 -0.2%
GWCM
683
Godshalk Welsh Capital Management
Pennsylvania
$1.01M +$199K +3,115 +25%
III
684
Independent Investors Inc
New York
$993K +$896 +14 +0.1%
CNBT
685
Canandaigua National Bank & Trust
New York
$990K +$23.4K +366 +2%
DVM
686
Dreman Value Management
Florida
$986K – – –
KS
687
Karpas Strategies
Connecticut
$977K -$67.3K -1,050 -6%
LBC
688
Lowe Brockenbrough & Co
Virginia
$970K -$17.9K -280 -2%
BCM
689
BTR Capital Management
California
$968K -$108K -1,683 -10%
ACM
690
Azimuth Capital Management
Michigan
$968K +$70.7K +1,105 +8%
SACTSONJ
691
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$966K – – –
Mariner
692
Mariner
Kansas
$965K -$104K -1,621 -10%
WIA
693
Westbourne Investment Advisors
Maryland
$963K -$133K -2,075 -12%
LC
694
Loews Corp
New York
$961K – – –
PI
695
Pettee Investors
Connecticut
$961K – – –
RC
696
RBF Capital
California
$961K – – –
WC
697
Woodstock Corp
Massachusetts
$958K -$35.5K -555 -4%
IA
698
Icon Advisers
Colorado
$954K – – –
PH
699
Pinnacle Holdings
Oklahoma
$953K -$11.3K -177 -1%
BEAM
700
Baker Ellis Asset Management
Washington
$951K +$29.5K +461 +3%
26 27
28
29 30