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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 %
SOAMC
776
Spirit of America Management Corp
New York
$640K – – –
DW
777
Domani Wealth
Pennsylvania
$640K +$192K +3,000 +43%
AI
778
Atria Investments
North Carolina
$629K +$184K +2,874 +41%
ECM
779
Estabrook Capital Management
New York
$629K -$1.41K -22 -0.2%
CB
780
Community Bank
New York
$628K -$43.2K -674 -6%
GC
781
Grimes & Company
Massachusetts
$628K – – –
EDRE
782
Edmond de Rothschild (Europe)
Luxembourg
$628K +$37.2K +580 +6%
KIA
783
Kopp Investment Advisors
Minnesota
$625K -$98K -1,530 -14%
HK
784
Horizon Kinetics
New York
$625K -$56.1K -875 -8%
GVT
785
Genesee Valley Trust
New York
$624K -$1.22K -19 -0.2%
MFW
786
Mosaic Family Wealth
Missouri
$621K -$22.9K -357 -4%
BL
787
Balentine LLC
Georgia
$618K +$399K +6,236 +182%
OA
788
Outfitter Advisors
Virginia
$617K -$30.4K -475 -5%
FMBTD
789
First Midwest Bank Trust Division
Illinois
$613K +$1.67K +26 +0.3%
HCC
790
Hirtle Callaghan & Co
Pennsylvania
$609K – – –
TH
791
TCTC Holdings
Texas
$607K – – –
Bessemer Group
792
Bessemer Group
New Jersey
$604K -$235K -3,661 -28%
PIM
793
Penobscot Investment Management
Massachusetts
$598K – – –
P
794
Pitcairn
Pennsylvania
$597K -$13.1K -204 -2%
MAA
795
Mraz Amerine & Associates
California
$596K – – –
BC
796
Brinker Capital
Pennsylvania
$587K -$33.4K -521 -5%
FPCM
797
Financial Partners Capital Management
New York
$585K +$18.4K +275 +3%
FIM
798
Freedom Investment Management
Connecticut
$577K +$12.7K +199 +2%
FIG
799
FundX Investment Group
California
$576K +$576K +9,000 New
ATC
800
Argent Trust Co
Tennessee
$574K +$28.1K +439 +5%
30 31
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