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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 %
MSU
801
Mizuho Securities USA
New York
$699K -$1.58M -21,375 -69%
NPC
802
National Planning Corporation
California
$698K +$47.7K +623 +7%
CBU
803
CIBC Bank USA
Illinois
$697K -$44.5K -600 -6%
MAA
804
Mraz Amerine & Associates
California
$691K +$519 +7 +0.1%
GC
805
Grimes & Company
Massachusetts
$689K -$37K -500 -5%
CB
806
Community Bank
New York
$689K -$37K -500 -5%
TH
807
TCTC Holdings
Texas
$688K -$13.9K -188 -2%
WIA
808
Westbourne Investment Advisors
Maryland
$682K -$431K -5,825 -39%
KIA
809
Kopp Investment Advisors
Minnesota
$682K -$40.6K -548 -6%
PIM
810
Penobscot Investment Management
Massachusetts
$681K -$11.1K -150 -2%
SCM
811
Shelton Capital Management
Colorado
$675K -$83.5K -1,127 -11%
FIG
812
FundX Investment Group
California
$667K – – –
IHL
813
Investment House LLC
California
$654K +$18.5K +250 +3%
IB
814
Intrust Bank
Kansas
$641K -$1.04K -14 -0.2%
BFC
815
Blue Fin Capital
Rhode Island
$641K +$4.07K +55 +0.6%
AAM
816
Autus Asset Management
Arizona
$630K -$4.81K -65 -0.8%
CTI
817
Community Trust & Investment
Kentucky
$630K – – –
WSC
818
Wellington Shields & Co
New York
$630K – – –
BSW
819
Buckingham Strategic Wealth
Missouri
$629K -$149K -2,008 -19%
QIM
820
Quest Investment Management
Oregon
$628K +$628K +8,484 New
Lido Advisors
821
Lido Advisors
California
$627K +$307K +4,147 +96%
LPC
822
Loeb Partners Corp
New York
$622K – – –
IPAM
823
ICICI Prudential Asset Management
India
$622K +$622K +8,400 New
LDB
824
Lee, Danner & Bass
Tennessee
$616K -$2K -27 -0.3%
CCT
825
Chemung Canal Trust
New York
$614K +$65K +877 +12%
31 32
33
34 35