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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 %
BCM
726
BTR Capital Management
California
$968K – – –
CT
727
Coastline Trust
Rhode Island
$967K -$5.56K -75 -0.6%
ANRIA
728
American National Registered Investment Advisor
Texas
$965K – – –
GT
729
Glenview Trust
Kentucky
$961K +$961K +12,970 New
ARMT
730
Amica Retiree Medical Trust
Rhode Island
$960K – – –
BFG
731
Beacon Financial Group
Texas
$957K +$35.8K +484 +4%
FIM
732
Fruth Investment Management
Texas
$952K -$7.4K -100 -0.8%
SJIM
733
St. Johns Investment Management
Florida
$947K -$23.3K -314 -2%
CAN
734
Cetera Advisor Networks
California
$946K -$276K -3,721 -23%
TIM
735
Thompson Investment Management
Wisconsin
$940K -$46.9K -633 -5%
MC
736
Middleton & Co
Massachusetts
$935K -$452K -6,100 -33%
HK
737
Horizon Kinetics
New York
$934K +$211K +2,850 +29%
Jennison Associates
738
Jennison Associates
New York
$930K +$930K +12,553 New
MCM
739
McMillion Capital Management
North Carolina
$929K – – –
HIC
740
Hartline Investment Corp
Illinois
$926K – – –
Fuller & Thaler Asset Management
741
Fuller & Thaler Asset Management
California
$919K – – –
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$912K -$72.5K -979 -7%
HCM
743
Hilton Capital Management
New York
$911K – – –
BVDMP
744
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$904K – – –
FIM
745
Freedom Investment Management
Connecticut
$904K +$236K +3,192 +35%
FPCM
746
Financial Partners Capital Management
New York
$903K +$254K +3,425 +39%
YWP
747
YorkBridge Wealth Partners
New York
$903K +$903K +12,398 New
ACP
748
Aviance Capital Partners
Florida
$901K – – –
PTB
749
Pioneer Trust Bank
Oregon
$892K – – –
PP
750
Patten & Patten
Tennessee
$890K -$316K -4,270 -26%
28 29
30
31 32