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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 %
CBA
826
Coastal Bridge Advisors
Connecticut
$511K +$769 +12 +0.2%
CA
827
Cetera Advisors
Colorado
$511K +$13.3K +208 +3%
FPCG
828
Fort Pitt Capital Group
Pennsylvania
$509K -$8.2K -128 -2%
WA
829
Wasatch Advisors
Utah
$505K +$505K +7,887 New
PAM
830
PT Asset Management
Illinois
$503K -$51.3K -800 -9%
BBI
831
Baxter Bros Inc
Connecticut
$502K -$38.5K -600 -7%
PVWM
832
Point View Wealth Management
New Jersey
$499K -$50.9K -794 -9%
SCA
833
Sippican Capital Advisors
Massachusetts
$498K +$64.1K +1,000 +15%
BRWA
834
B. Riley Wealth Advisors
Florida
$495K -$24.1K -375 -5%
MIM
835
Montgomery Investment Management
Maryland
$495K -$3.84K -60 -0.8%
IOOF
836
Independent Order of Foresters
Ontario, Canada
$493K – – –
EFS
837
Essex Financial Services
Connecticut
$488K -$73.7K -1,151 -13%
MHIC
838
Marble Harbor Investment Counsel
Massachusetts
$487K – – –
TCM
839
Tradition Capital Management
New Jersey
$485K – – –
SEC
840
Seven Eight Capital
New York
$484K +$484K +7,561 New
CC
841
Colrain Capital
Massachusetts
$480K -$448K -7,000 -48%
IIM
842
Ipswich Investment Management
Massachusetts
$478K -$19.2K -300 -4%
SFA
843
Sequoia Financial Advisors
Ohio
$477K -$39.1K -610 -8%
TSS
844
Two Sigma Securities
New York
$475K +$475K +7,411 New
CCT
845
Chemung Canal Trust
New York
$474K -$43K -671 -8%
LGC
846
Laurel Grove Capital
California
$474K – – –
GAM
847
Garrison Asset Management
Arkansas
$472K +$472K +7,374 New
JIC
848
Joel Isaacson & Co
New York
$469K +$14.7K +230 +3%
BPCE
849
Bank Pictet & Cie (Europe)
Germany
$466K -$79.7K -1,244 -15%
EB
850
Eastern Bank
Massachusetts
$463K -$66.3K -1,035 -13%
32 33
34
35 36