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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 %
PAM
726
Princeton Alpha Management
New Jersey
$822K +$822K +12,833 New
TRCT
727
Tower Research Capital (TRC)
New York
$820K +$820K +12,796 New
FWM
728
Frontier Wealth Management
Missouri
$810K – – –
MCM
729
McMillion Capital Management
North Carolina
$803K – – –
HIC
730
Hartline Investment Corp
Illinois
$800K – – –
Fuller & Thaler Asset Management
731
Fuller & Thaler Asset Management
California
$794K +$621K +9,700 +359%
IA
732
IFP Advisors
Florida
$791K -$21K -327 -3%
BFG
733
Beacon Financial Group
Texas
$789K +$104K +1,635 +15%
HCM
734
Hilton Capital Management
New York
$788K – – –
FDCC
735
Foster Dykema Cabot & Co
Massachusetts
$787K – – –
BVDMP
736
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$781K – – –
ACP
737
Aviance Capital Partners
Florida
$779K – – –
BC
738
Burney Company
Virginia
$778K -$36.1K -561 -4%
GC
739
Grace Capital
Massachusetts
$772K -$1.39M -21,695 -64%
PTB
740
Pioneer Trust Bank
Oregon
$771K – – –
LMIM
741
Lockheed Martin Investment Management
Maryland
$768K -$2.3M -36,000 -75%
ACP
742
Arcus Capital Partners
Georgia
$767K – – –
GJIC
743
Gamble Jones Investment Counsel
California
$758K -$4.16K -65 -0.5%
WP
744
WMS Partners
Maryland
$749K +$11.8K +184 +2%
LS
745
Livforsakringsbolaget Skandia
Sweden
$747K -$633K -35,690 -46%
PRCM
746
Pine River Capital Management
Minnesota
$743K -$147K -2,300 -17%
WI
747
Wintrust Investments
Illinois
$742K +$412K +6,260 +125%
FNT
748
First National Trust
Pennsylvania
$740K -$61.1K -954 -8%
EHC
749
Everett Harris & Co
California
$740K -$9.93K -155 -1%
BWM
750
Bernicke Wealth Management
Wisconsin
$737K -$2.18K -34 -0.3%
28 29
30
31 32