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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 %
PH
701
Pinnacle Holdings
Oklahoma
$1.09M -$13.2K -167 -1%
KCM
702
Kanawha Capital Management
Virginia
$1.09M -$169K -2,143 -13%
ONB
703
Old National Bancorp
Indiana
$1.08M -$51.4K -650 -5%
DG
704
Davidson & Garrard
Virginia
$1.08M -$152K -1,919 -12%
FNBT
705
FineMark National Bank & Trust
Florida
$1.06M -$58.4K -738 -5%
TBA
706
Tower Bridge Advisors
Pennsylvania
$1.06M -$207K -2,613 -16%
YIA
707
YHB Investment Advisors
Connecticut
$1.04M -$12.7K -160 -1%
BL
708
BFSG LLC
California
$1.04M +$1.04M +13,174 New
ECM
709
Everence Capital Management
Indiana
$1.04M -$205K -2,590 -16%
TBNY
710
Trustco Bank (New York)
New York
$1.03M -$23.7K -300 -2%
SSWM
711
Smith Salley Wealth Management
North Carolina
$1.03M -$23.7K -300 -2%
ANRIA
712
American National Registered Investment Advisor
Texas
$1.03M – – –
CG
713
Cutler Group
California
$1.03M +$754K +9,540 +273%
MNBTD
714
Moody National Bank Trust Division
Texas
$1.03M -$54.6K -690 -5%
ARMT
715
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
CT
716
Coastline Trust
Rhode Island
$1.02M -$8.7K -110 -0.8%
WS
717
Wedbush Securities
California
$1.02M -$258K -3,265 -20%
MWM
718
Modera Wealth Management
New Jersey
$1.02M +$791K +10,000 +348%
GT
719
Glenview Trust
Kentucky
$1.02M -$8.86K -112 -0.9%
FIM
720
Fruth Investment Management
Texas
$1.02M – – –
NIMI
721
Natixis Investment Managers International
France
$1.01M +$1.01M +12,789 New
FIM
722
Freedom Investment Management
Connecticut
$1.01M +$43.8K +553 +5%
CAN
723
Cetera Advisor Networks
California
$1.01M -$4.6K -58 -0.5%
YWP
724
YorkBridge Wealth Partners
New York
$1.01M +$19.5K +245 +2%
TIM
725
Thompson Investment Management
Wisconsin
$1M – – –
27 28
29
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