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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 %
FBC
751
Fairfield, Bush & Co
Connecticut
$907K – – –
FIM
752
Farmhouse Investment Management
California
$907K +$907K +11,450 New
ADL
753
Asset Dedication LLC
California
$898K +$5.67K +72 +0.6%
PP
754
Patten & Patten
Tennessee
$893K -$57.8K -730 -6%
IRF
755
IBM Retirement Fund
New York
$891K -$7.04M -66,697 -89%
QSS
756
Quantitative Systematic Strategies
Florida
$887K +$109K +1,374 +14%
GIA
757
Gargoyle Investment Advisor
New Jersey
$881K – – –
MML Investors Services
758
MML Investors Services
Massachusetts
$875K +$875K +11,063 New
CFG
759
Citizens Financial Group
Rhode Island
$865K +$3.33K +42 +0.4%
BAM
760
Berkshire Asset Management
Pennsylvania
$856K +$4.19K +53 +0.5%
HFS
761
HL Financial Services
Kentucky
$854K -$17.2K -218 -2%
LC
762
Lincoln Capital
Nebraska
$850K -$6.33K -80 -0.7%
CA
763
Cetera Advisors
Colorado
$850K +$250K +3,151 +42%
CWM
764
Concert Wealth Management
California
$835K -$3.43K -46 -0.4%
CWM
765
Concentric Wealth Management
California
$829K -$30.5K -385 -4%
FNT
766
First National Trust
Pennsylvania
$828K -$3.8K -48 -0.5%
WCA
767
Waratah Capital Advisors
Ontario, Canada
$813K +$813K +10,276 New
LKIM
768
Lawson Kroeker Investment Management
Nebraska
$809K -$638K -8,065 -44%
IPC
769
Independent Portfolio Consultants
Florida
$802K +$21.2K +268 +3%
FMBTD
770
First Midwest Bank Trust Division
Illinois
$794K +$44.7K +565 +6%
TNB
771
Thomasville National Bank
Georgia
$794K +$794K +10,037 New
SB
772
Simmons Bank
Arkansas
$792K -$8.38K -106 -1%
BWM
773
Biltmore Wealth Management
Arizona
$792K +$792K +10,006 New
CDH
774
Charles D. Hyman
$791K -$9.89K -125 -1%
SOAMC
775
Spirit of America Management Corp
New York
$791K – – –
29 30
31
32 33