AXP icon

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 %
CCM
676
CrestPoint Capital Management
Missouri
$1.22M -$29.6K -400 -2%
PI
677
Putnam Investments
Massachusetts
$1.21M -$25.3K -341 -2%
CA
678
Callahan Advisors
Texas
$1.21M +$74 +1 +0%
SPC
679
Sigma Planning Corp
Michigan
$1.21M +$600K +8,093 +99%
WS
680
Wedbush Securities
California
$1.2M -$10.5K -142 -0.9%
GWCM
681
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$27.8K +375 +2%
BOS
682
Bank of Stockton
California
$1.19M -$27.1K -366 -2%
JPC
683
Jackson Park Capital
Utah
$1.19M – – –
TBA
684
Tower Bridge Advisors
Pennsylvania
$1.18M -$7.41K -100 -0.6%
BC
685
Brinker Capital
Pennsylvania
$1.18M +$498K +6,717 +73%
KCM
686
Kanawha Capital Management
Virginia
$1.18M -$225K -3,035 -16%
NA
687
Neuburgh Advisers
California
$1.18M +$1.18M +15,856 New
CNBT
688
Canandaigua National Bank & Trust
New York
$1.17M +$22.2K +300 +2%
ECM
689
Everence Capital Management
Indiana
$1.17M -$230K -3,100 -16%
OFS
690
Orrstown Financial Services
Pennsylvania
$1.15M +$937 +13 +0.1%
BC
691
Burney Company
Virginia
$1.15M +$255K +3,450 +28%
DG
692
Davidson & Garrard
Virginia
$1.15M -$527K -7,110 -31%
BO
693
BRR OpCo
Ohio
$1.15M -$69.3K -935 -6%
III
694
Independent Investors Inc
New York
$1.15M – – –
ACM
695
Azimuth Capital Management
Michigan
$1.15M +$25.9K +350 +2%
SI
696
SII Investments
Wisconsin
$1.14M +$678K +9,150 +147%
WSTAM
697
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M +$702K +9,468 +161%
Pacer Advisors
698
Pacer Advisors
Pennsylvania
$1.13M -$47.3K -638 -4%
KS
699
Karpas Strategies
Connecticut
$1.13M – – –
BEAM
700
Baker Ellis Asset Management
Washington
$1.12M +$23.2K +313 +2%
26 27
28
29 30