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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 %
DADC
701
D.A. Davidson & Co
Montana
$939K -$582K -9,143 -38%
FWCM
702
Ferguson Wellman Capital Management
Oregon
$930K -$99.3K -1,550 -10%
MAM
703
Meeder Asset Management
Ohio
$920K +$920K +14,360 New
AF
704
Arrow Financial
New York
$919K -$104K -1,625 -10%
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$919K +$128 +2 +0%
FNBT
706
FineMark National Bank & Trust
Florida
$915K -$89.9K -1,403 -9%
CCM
707
Compton Capital Management
Rhode Island
$910K +$461K +7,387 +103%
TCOV
708
Trust Company of Vermont
Vermont
$908K -$12.2K -191 -1%
AP
709
Advisor Partners
California
$908K +$30.1K +470 +3%
LSV Asset Management
710
LSV Asset Management
Illinois
$902K -$173K -2,708 -16%
GCA
711
Guardian Capital Advisors
Ontario, Canada
$902K +$93.3K +1,502 +12%
CG
712
Caprock Group
Idaho
$886K +$69.9K +1,091 +9%
MNBTD
713
Moody National Bank Trust Division
Texas
$876K – – –
W
714
Wealthfront
California
$874K +$209K +3,267 +31%
SSA
715
Schonfeld Strategic Advisors
New York
$868K +$868K +13,554 New
SSWM
716
Smith Salley Wealth Management
North Carolina
$855K – – –
YIA
717
YHB Investment Advisors
Connecticut
$854K -$62.8K -981 -7%
TIM
718
Thompson Investment Management
Wisconsin
$853K – – –
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$851K -$128K -1,994 -13%
CT
720
Coastline Trust
Rhode Island
$840K – – –
SJIM
721
St. Johns Investment Management
Florida
$838K +$10.2K +160 +1%
ANRIA
722
American National Registered Investment Advisor
Texas
$835K – – –
Verition Fund Management
723
Verition Fund Management
Connecticut
$832K +$604K +9,424 +264%
ARMT
724
Amica Retiree Medical Trust
Rhode Island
$830K – – –
FIM
725
Fruth Investment Management
Texas
$829K -$44.8K -700 -5%
27 28
29
30 31