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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 %
WI
676
Wintrust Investments
Illinois
$1.21M +$739K +9,342 +158%
OFS
677
Orrstown Financial Services
Pennsylvania
$1.2M -$62.2K -786 -5%
ACM
678
Azimuth Capital Management
Michigan
$1.2M -$19.8K -250 -2%
RCG
679
Ruane, Cunniff & Goldfarb
New York
$1.2M -$52M -657,312 -98%
BEAM
680
Baker Ellis Asset Management
Washington
$1.2M – – –
WKWM
681
Walter & Keenan Wealth Management
Indiana
$1.2M – – –
BO
682
BRR OpCo
Ohio
$1.19M -$41.2K -521 -3%
PI
683
Pettee Investors
Connecticut
$1.19M – – –
RC
684
RBF Capital
California
$1.19M – – –
RWA
685
Ropes Wealth Advisors
Massachusetts
$1.18M +$560K +7,073 +90%
CIM
686
Cambria Investment Management
California
$1.18M +$1.18M +14,900 New
LS
687
Livforsakringsbolaget Skandia
Sweden
$1.17M -$2.66M -33,600 -69%
NHC
688
Nicholas Hoffman & Company
Georgia
$1.17M -$119K -1,508 -9%
HT
689
HAP Trading
New York
$1.15M +$1.15M +14,544 New
BFG
690
Beacon Financial Group
Texas
$1.15M +$125K +1,583 +12%
YMRC
691
Yorktown Management & Research Company
Virginia
$1.13M – – –
HW
692
Hancock Whitney
Mississippi
$1.13M +$1.13M +14,240 New
HCM
693
Hilton Capital Management
New York
$1.13M +$152K +1,920 +16%
FHC
694
First Houston Capital
Texas
$1.12M -$388K -4,900 -26%
B
695
Bailard
California
$1.12M -$73.5K -930 -6%
LWCFA
696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.11M – – –
WC
697
Woodstock Corp
Massachusetts
$1.11M -$69.2K -875 -6%
SACTSONJ
698
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M -$85.7K -1,083 -7%
HS
699
HighVista Strategies
Massachusetts
$1.11M +$1.11M +14,000 New
PWMAG
700
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M -$30.9K -390 -3%
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