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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 %
ACP
726
Ashfield Capital Partners
California
$997K -$747K -9,450 -43%
HK
727
Horizon Kinetics
New York
$997K – – –
FHAM
728
Folger Hill Asset Management
New York
$993K +$993K +12,551 New
MCM
729
McMillion Capital Management
North Carolina
$992K – – –
HIC
730
Hartline Investment Corp
Illinois
$989K – – –
IA
731
IFP Advisors
Florida
$986K -$113K -1,425 -10%
AF
732
Arrow Financial
New York
$979K -$77.1K -975 -7%
IC
733
Investment Counsel
Michigan
$972K +$65.3K +825 +7%
BVDMP
734
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$965K – – –
ACP
735
Aviance Capital Partners
Florida
$962K – – –
SJIM
736
St. Johns Investment Management
Florida
$956K -$54.6K -690 -5%
MC
737
Middleton & Co
Massachusetts
$953K -$45.5K -575 -5%
PTB
738
Pioneer Trust Bank
Oregon
$952K – – –
ACP
739
Arcus Capital Partners
Georgia
$948K – – –
DAS
740
Dynamic Advisor Solutions
Arizona
$948K +$448K +5,660 +89%
FDCC
741
Foster Dykema Cabot & Co
Massachusetts
$945K – – –
Acadian Asset Management
742
Acadian Asset Management
Massachusetts
$943K -$229K -2,894 -20%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$928K -$9.49K -120 -1%
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
$926K -$47.9K -605 -5%
WP
745
WMS Partners
Maryland
$923K – – –
FPCM
746
Financial Partners Capital Management
New York
$920K -$43.5K -550 -5%
GJIC
747
Gamble Jones Investment Counsel
California
$916K -$20.4K -258 -2%
LSCM
748
LaSalle Street Capital Management
Illinois
$912K -$11.4K -144 -1%
RHBC
749
R.H. Bluestein & Co
Michigan
$912K +$912K +11,525 New
CBB
750
Citizens Business Bank
California
$910K -$1.03M -13,038 -53%
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