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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 %
BAS
801
Brown Advisory Securities
Maryland
$701K -$229K -2,890 -25%
IHL
802
Investment House LLC
California
$698K – – –
SPC
803
Stewart & Patten Company
California
$695K +$695K +8,782 New
BFC
804
Blue Fin Capital
Rhode Island
$691K +$6.64K +84 +1%
EM
805
Excalibur Management
Massachusetts
$687K -$117K -1,480 -15%
IB
806
Intrust Bank
Kansas
$684K -$317 -4 -0%
NPC
807
National Planning Corporation
California
$680K -$34.3K -438 -5%
PWP
808
Private Wealth Partners
California
$674K -$83K -1,050 -11%
AAM
809
Autus Asset Management
Arizona
$674K – – –
WSC
810
Wellington Shields & Co
New York
$672K – – –
MC
811
Maverick Capital
Texas
$668K -$185M -2,332,189 -100%
SCM
812
Shelton Capital Management
Colorado
$668K -$52.2K -660 -7%
LPC
813
Loeb Partners Corp
New York
$665K – – –
IPAM
814
ICICI Prudential Asset Management
India
$665K – – –
VFA
815
Voya Financial Advisors
Connecticut
$664K +$127K +1,630 +24%
WTB
816
Washington Trust Bank
Washington
$657K -$163K -2,061 -20%
KWM
817
Kingsview Wealth Management
Oregon
$657K +$657K +8,300 New
CG
818
Clinton Group
New York
$657K -$8.31M -105,086 -93%
PAM
819
Palisade Asset Management
Minnesota
$653K – – –
SSA
820
Schonfeld Strategic Advisors
New York
$652K +$652K +8,244 New
CWA
821
Cypress Wealth Advisors
California
$650K +$20.6K +260 +3%
Teacher Retirement System of Texas
822
Teacher Retirement System of Texas
Texas
$649K – – –
BIC
823
Beach Investment Counsel
Pennsylvania
$649K – – –
Mackenzie Financial
824
Mackenzie Financial
Ontario, Canada
$649K +$12.3K +156 +2%
RG
825
Rathbones Group
United Kingdom
$647K – – –
31 32
33
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