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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 %
SBSB
851
Sullivan, Bruyette, Speros & Blaney
Virginia
$458K -$70K -1,092 -13%
PCM
852
Penserra Capital Management
California
$455K -$24.5K -383 -5%
JIM
853
Jensen Investment Management
Oregon
$455K +$455K +7,100 New
SCP
854
Sandhill Capital Partners
New York
$453K +$31K +484 +7%
RG
855
Rathbones Group
United Kingdom
$451K -$4.49K -70 -1%
FDS
856
First Dallas Securities
Texas
$449K -$57.5K -898 -11%
SC
857
Savant Capital
Illinois
$449K -$23.7K -370 -5%
JWM
858
Jacobus Wealth Management
Wisconsin
$448K – – –
BA
859
Birinyi Associates
Connecticut
$447K -$537K -8,376 -55%
SCM
860
SKBA Capital Management
California
$445K +$38.4K +600 +9%
BAM
861
Boyar Asset Management
New York
$443K – – –
HFM
862
Hartford Financial Management
Connecticut
$442K – – –
Mackenzie Financial
863
Mackenzie Financial
Ontario, Canada
$438K +$5.83K +91 +1%
Mirae Asset Global Investments
864
Mirae Asset Global Investments
South Korea
$437K -$1.52M -23,797 -78%
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$436K +$2.88K +45 +0.7%
QAM
866
Quantres Asset Management
Cayman Islands
$435K -$390K -6,100 -47%
BHB
867
Bank Hapoalim BM
Israel
$435K +$435K +6,787 New
WPP
868
Whalerock Point Partners
Rhode Island
$434K +$434K +6,788 New
ABC
869
Associated Banc-Corp
Wisconsin
$432K -$67.2K -1,050 -13%
RIM
870
Regent Investment Management
Kentucky
$432K – – –
LIM
871
Leavell Investment Management
Alabama
$431K +$449 +7 +0.1%
WT
872
Washington Trust
Rhode Island
$430K -$3.84K -60 -0.9%
TC
873
Telemus Capital
Michigan
$429K -$74.3K -1,160 -15%
OCM
874
Osterweis Capital Management
California
$426K – – –
CIA
875
Capital Investment Advisors
Georgia
$425K +$32K +500 +8%
33 34
35
36 37