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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 %
LBC
701
Lowe Brockenbrough & Co
Virginia
$1.12M – – –
WKWM
702
Walter & Keenan Wealth Management
Indiana
$1.12M -$741K -10,000 -40%
SACTSONJ
703
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M – – –
B
704
Bailard
California
$1.11M -$122K -1,650 -10%
PI
705
Pettee Investors
Connecticut
$1.11M – – –
RC
706
RBF Capital
California
$1.11M – – –
WC
707
Woodstock Corp
Massachusetts
$1.11M -$3.71K -50 -0.3%
Acadian Asset Management
708
Acadian Asset Management
Massachusetts
$1.1M -$2.34M -31,612 -68%
AP
709
Advisor Partners
California
$1.09M +$40.8K +551 +4%
EWM
710
Evercore Wealth Management
New York
$1.09M -$392K -5,286 -26%
ONB
711
Old National Bancorp
Indiana
$1.06M -$129K -1,740 -11%
YMRC
712
Yorktown Management & Research Company
Virginia
$1.06M +$1.06M +14,300 New
FMI
713
Factory Mutual Insurance
Massachusetts
$1.05M -$22.6M -301,700 -96%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M +$1.05M +14,190 New
FNBT
715
FineMark National Bank & Trust
Florida
$1.05M -$8.89K -120 -0.8%
LSV Asset Management
716
LSV Asset Management
Illinois
$1.04M – – –
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$197K -2,652 -16%
PH
718
Pinnacle Holdings
Oklahoma
$1.03M -$71.8K -969 -7%
IA
719
IFP Advisors
Florida
$1.03M +$114K +1,541 +12%
MNBTD
720
Moody National Bank Trust Division
Texas
$1.01M – – –
Mirae Asset Global Investments
721
Mirae Asset Global Investments
South Korea
$1.01M +$507K +6,851 +100%
AF
722
Arrow Financial
New York
$990K -$73K -986 -7%
TBNY
723
Trustco Bank (New York)
New York
$990K +$990K +13,375 New
SSWM
724
Smith Salley Wealth Management
North Carolina
$989K – – –
YIA
725
YHB Investment Advisors
Connecticut
$988K – – –
27 28
29
30 31