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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 %
Lido Advisors
826
Lido Advisors
California
$646K -$15.3K -196 -2%
CCT
827
Chemung Canal Trust
New York
$645K -$10.9K -137 -2%
ZCA
828
Zeke Capital Advisors
Pennsylvania
$643K +$181K +2,289 +39%
LRPA
829
L. Roy Papp & Associates
Arizona
$642K -$7.04K -89 -1%
BCM
830
BTR Capital Management
California
$640K -$556K -7,028 -47%
WIC
831
Whitegate Investment Counselors
New Hampshire
$635K -$11.2K -142 -2%
CBA
832
Coastal Bridge Advisors
Connecticut
$633K +$870 +11 +0.1%
DVM
833
Dreman Value Management
Florida
$632K +$27.9K +353 +5%
IAMOG
834
Investors Asset Management of Georgia
Georgia
$631K – – –
AAM
835
Auxier Asset Management
Oregon
$630K -$3.95K -50 -0.6%
GXMC
836
Global X Management Company
New York
$628K +$71.2K +900 +13%
NIT
837
NumerixS Investment Technologies
British Columbia, Canada
$625K -$1.88M -23,814 -75%
WA
838
WBH Advisory
Maryland
$615K +$1.74K +22 +0.3%
CCP
839
Corient Capital Partners
California
$614K -$2.34M -29,590 -79%
CAM
840
Close Asset Management
United Kingdom
$613K +$443K +5,600 +260%
Arrowstreet Capital
841
Arrowstreet Capital
Massachusetts
$609K +$609K +7,700 New
FPCG
842
Fort Pitt Capital Group
Pennsylvania
$606K -$38K -481 -6%
FHC
843
First Heartland Consultants
Missouri
$598K +$146K +1,850 +32%
MSAM
844
Moloney Securities Asset Management
Missouri
$587K -$1.42K -18 -0.2%
LWM
845
Lyell Wealth Management
California
$581K -$191K -2,415 -25%
PVWM
846
Point View Wealth Management
New Jersey
$581K +$40.5K +512 +7%
P
847
Pitcairn
Pennsylvania
$578K -$59.1K -747 -9%
WCM
848
Windsor Capital Management
Arizona
$578K +$17.7K +224 +3%
NCM
849
Northside Capital Management
Oregon
$575K +$575K +7,265 New
ICM
850
IronBridge Capital Management
Illinois
$574K +$574K +7,260 New
32 33
34
35 36