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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 %
ACP
751
Arcus Capital Partners
Georgia
$888K – – –
FDCC
752
Foster Dykema Cabot & Co
Massachusetts
$885K -$25.2K -340 -3%
Jane Street
753
Jane Street
New York
$881K -$2.15M -28,963 -71%
MMPW
754
Mitchell McLeod Pugh & Williams
Alabama
$878K +$121K +1,640 +16%
GJIC
755
Gamble Jones Investment Counsel
California
$877K – – –
BAS
756
Brown Advisory Securities
Maryland
$869K -$331K -4,470 -28%
LSCM
757
LaSalle Street Capital Management
Illinois
$865K +$865K +11,675 New
WP
758
WMS Partners
Maryland
$864K -$2.89K -39 -0.3%
FRM
759
Fox Run Management
Connecticut
$852K +$519K +7,000 +156%
FBC
760
Fairfield, Bush & Co
Connecticut
$850K +$74.1K +1,000 +10%
IC
761
Investment Counsel
Michigan
$849K +$44.4K +600 +6%
ADL
762
Asset Dedication LLC
California
$839K +$61.5K +830 +8%
CWM
763
Concert Wealth Management
California
$838K -$816K -10,932 -49%
SBL
764
Sargent Bickham Lagudis
Colorado
$830K +$192K +2,594 +30%
BWM
765
Bernicke Wealth Management
Wisconsin
$825K -$27K -365 -3%
GIA
766
Gargoyle Investment Advisor
New Jersey
$825K +$529K +7,149 +179%
LOAME
767
Lombard Odier Asset Management (Europe)
United Kingdom
$817K – – –
HFS
768
HL Financial Services
Kentucky
$816K -$14.3K -193 -2%
SAM
769
Sunnymeath Asset Management
New Jersey
$815K +$207K +2,800 +34%
CFG
770
Citizens Financial Group
Rhode Island
$806K -$38.8K -524 -5%
WIM
771
Wittenberg Investment Management
Massachusetts
$805K +$805K +10,860 New
CWM
772
Concentric Wealth Management
California
$805K +$805K +10,865 New
LC
773
Lincoln Capital
Nebraska
$802K -$28.2K -380 -3%
BAM
774
Berkshire Asset Management
Pennsylvania
$798K -$10.2K -138 -1%
NI
775
Numeric Investors
Massachusetts
$793K +$793K +10,700 New
29 30
31
32 33