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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 %
PAM
826
Palisade Asset Management
Minnesota
$611K – – –
QC
827
Quadrature Capital
United Kingdom
$608K -$9.5M -128,149 -94%
Teacher Retirement System of Texas
828
Teacher Retirement System of Texas
Texas
$608K -$2.74M -36,932 -82%
LRPA
829
L. Roy Papp & Associates
Arizona
$608K -$14.8K -200 -2%
BIC
830
Beach Investment Counsel
Pennsylvania
$608K – – –
RG
831
Rathbones Group
United Kingdom
$606K +$84.9K +1,147 +16%
WIC
832
Whitegate Investment Counselors
New Hampshire
$605K -$14.8K -200 -2%
FPCG
833
Fort Pitt Capital Group
Pennsylvania
$603K +$14.8K +200 +3%
EIM
834
Essex Investment Management
Massachusetts
$601K +$213K +2,875 +55%
Mackenzie Financial
835
Mackenzie Financial
Ontario, Canada
$597K +$90.1K +1,215 +18%
P
836
Pitcairn
Pennsylvania
$596K -$94.8K -1,280 -14%
AAM
837
Auxier Asset Management
Oregon
$594K – – –
CBA
838
Coastal Bridge Advisors
Connecticut
$592K +$963 +13 +0.2%
SCP
839
Sandhill Capital Partners
New York
$592K +$68.4K +923 +13%
JCM
840
Jacobi Capital Management
Pennsylvania
$591K -$623K -8,100 -51%
IAMOG
841
Investors Asset Management of Georgia
Georgia
$591K -$7.41K -100 -1%
CWA
842
Cypress Wealth Advisors
California
$589K -$17.6K -237 -3%
SBSB
843
Sullivan, Bruyette, Speros & Blaney
Virginia
$588K +$58.9K +795 +11%
RWA
844
Ropes Wealth Advisors
Massachusetts
$580K -$19.6K -265 -3%
PFBT
845
Parkside Financial Bank & Trust
Missouri
$577K -$39.3K -530 -6%
WA
846
WBH Advisory
Maryland
$574K -$27.8K -376 -5%
IOOF
847
Independent Order of Foresters
Ontario, Canada
$571K – – –
SCA
848
Sippican Capital Advisors
Massachusetts
$570K -$5.55K -75 -1%
BG
849
Bahl & Gaynor
Ohio
$567K -$74.5K -1,007 -12%
BPCE
850
Bank Pictet & Cie (Europe)
Germany
$567K +$28.4K +384 +5%
32 33
34
35 36