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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 %
CEP
776
Chicago Equity Partners
Illinois
$784K +$784K +10,580 New
FNT
777
First National Trust
Pennsylvania
$779K -$76.9K -1,038 -9%
HSA
778
HBK Sorce Advisory
Pennsylvania
$776K -$27K -365 -3%
Susquehanna International Group
779
Susquehanna International Group
Pennsylvania
$770K +$770K +10,394 New
TFA
780
Toth Financial Advisory
Virginia
$769K +$769K +10,384 New
WTB
781
Washington Trust Bank
Washington
$768K -$4.37K -59 -0.6%
CG
782
Caprock Group
Idaho
$764K -$261K -3,521 -25%
II
783
IFM Investors
Australia
$763K +$763K +10,304 New
AI
784
Atria Investments
North Carolina
$757K +$29.8K +402 +4%
TCOT
785
Trust Company of Toledo
Ohio
$755K +$4.3K +58 +0.6%
EM
786
Excalibur Management
Massachusetts
$753K -$3.33K -45 -0.4%
CDH
787
Charles D. Hyman
$750K – – –
SB
788
Simmons Bank
Arkansas
$749K -$29.3K -396 -4%
PA
789
Parallel Advisors
California
$748K +$748K +10,092 New
SOAMC
790
Spirit of America Management Corp
New York
$741K – – –
GC
791
Guardian Capital
Ontario, Canada
$733K +$246K +3,326 +51%
IPC
792
Independent Portfolio Consultants
Florida
$731K -$12.4K -167 -2%
QSS
793
Quantitative Systematic Strategies
Florida
$728K +$320K +4,321 +78%
ECM
794
Estabrook Capital Management
New York
$727K – – –
BL
795
Balentine LLC
Georgia
$723K +$7.41K +100 +1%
LWM
796
Lyell Wealth Management
California
$723K +$723K +9,762 New
OA
797
Outfitter Advisors
Virginia
$714K – – –
PWP
798
Private Wealth Partners
California
$709K -$37K -500 -5%
DPIM
799
Duff & Phelps Investment Management
Illinois
$708K -$54.8K -740 -7%
FMBTD
800
First Midwest Bank Trust Division
Illinois
$702K -$7.41K -100 -1%
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