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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 %
TCOT
776
Trust Company of Toledo
Ohio
$787K -$20K -252 -2%
OA
777
Outfitter Advisors
Virginia
$786K +$23.7K +300 +3%
ECM
778
Estabrook Capital Management
New York
$776K – – –
CG
779
Caprock Group
Idaho
$770K -$45.3K -573 -6%
BFA
780
Benedict Financial Advisors
Georgia
$768K +$188K +2,372 +32%
CB
781
Cooke & Bieler
Pennsylvania
$767K -$64.8M -820,066 -99%
ODCM
782
Old Dominion Capital Management
Virginia
$767K +$767K +9,695 New
TWI
783
Thomas White International
Illinois
$765K +$765K +9,668 New
GC
784
Grimes & Company
Massachusetts
$763K +$27.1K +343 +4%
PA
785
Parallel Advisors
California
$748K -$47.1K -598 -6%
HT
786
Heritage Trust
Oklahoma
$745K +$745K +9,416 New
SBL
787
Sargent Bickham Lagudis
Colorado
$744K -$142K -1,800 -16%
AI
788
Atria Investments
North Carolina
$739K -$69.5K -878 -9%
MAA
789
Mraz Amerine & Associates
California
$736K -$2.38K -30 -0.3%
NL
790
NWAM LLC
Washington
$736K +$296K +3,737 +67%
TH
791
TCTC Holdings
Texas
$735K – – –
DPIM
792
Duff & Phelps Investment Management
Illinois
$734K -$22.2K -280 -3%
CB
793
Community Bank
New York
$734K -$2.37K -30 -0.3%
EWM
794
Evercore Wealth Management
New York
$732K -$434K -5,474 -37%
LOAME
795
Lombard Odier Asset Management (Europe)
United Kingdom
$731K -$142K -1,797 -16%
BL
796
Balentine LLC
Georgia
$727K -$44.7K -565 -6%
PIM
797
Penobscot Investment Management
Massachusetts
$727K – – –
PC
798
Pecaut & Co
Iowa
$712K -$680K -8,600 -49%
FIG
799
FundX Investment Group
California
$712K – – –
KIA
800
Kopp Investment Advisors
Minnesota
$702K -$26.8K -338 -4%
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32
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