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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 %
NPC
801
National Planning Corporation
California
$569K +$29K +433 +5%
FAAS
802
First Allied Advisory Services
California
$564K +$1.15K +18 +0.2%
ACM
803
Americafirst Capital Management
California
$561K -$72.5K -1,132 -11%
BG
804
Bahl & Gaynor
Ohio
$555K -$64.5K -1,008 -10%
IB
805
Intrust Bank
Kansas
$554K – – –
BFC
806
Blue Fin Capital
Rhode Island
$551K -$72.4K -1,130 -12%
AAM
807
Autus Asset Management
Arizona
$549K -$90.2K -1,409 -14%
IHL
808
Investment House LLC
California
$549K +$6.4K +100 +1%
CTI
809
Community Trust & Investment
Kentucky
$544K – – –
WSC
810
Wellington Shields & Co
New York
$544K – – –
LPC
811
Loeb Partners Corp
New York
$538K -$64K -1,000 -11%
LRPA
812
L. Roy Papp & Associates
Arizona
$538K – – –
WIC
813
Whitegate Investment Counselors
New Hampshire
$536K – – –
LDB
814
Lee, Danner & Bass
Tennessee
$534K -$25.6K -400 -5%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$532K -$38.3K -598 -7%
CC
816
Cannell Capital
Wyoming
$530K +$530K +8,275 New
PAM
817
Palisade Asset Management
Minnesota
$528K – – –
SPC
818
Sigma Planning Corp
Michigan
$526K +$164K +2,567 +45%
BIC
819
Beach Investment Counsel
Pennsylvania
$525K – – –
CWA
820
Cypress Wealth Advisors
California
$525K +$9.23K +144 +2%
WA
821
WBH Advisory
Maryland
$520K +$9.08K +142 +2%
RWA
822
Ropes Wealth Advisors
Massachusetts
$518K +$19.6K +306 +4%
IAMOG
823
Investors Asset Management of Georgia
Georgia
$517K +$9.6K +150 +2%
MAM
824
Mizuho Asset Management
Japan
$513K -$177K -2,766 -26%
AAM
825
Auxier Asset Management
Oregon
$513K – – –
31 32
33
34 35