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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 %
DVM
851
Dreman Value Management
Florida
$566K -$575K -7,763 -50%
EFS
852
Essex Financial Services
Connecticut
$563K -$1.56K -21 -0.3%
MHIC
853
Marble Harbor Investment Counsel
Massachusetts
$563K – – –
FCI
854
Financial Counselors Inc
Kansas
$562K +$562K +7,592 New
CA
855
Cetera Advisors
Colorado
$560K -$30.8K -416 -5%
MSAM
856
Moloney Securities Asset Management
Missouri
$551K +$551K +7,436 New
TI
857
Trexquant Investment
Connecticut
$548K -$1.87M -25,300 -77%
GAM
858
Garrison Asset Management
Arkansas
$546K – – –
BFA
859
Benedict Financial Advisors
Georgia
$544K +$180K +2,436 +50%
BBI
860
Baxter Bros Inc
Connecticut
$543K -$36.9K -499 -6%
TCM
861
Tradition Capital Management
New Jersey
$542K -$18.5K -250 -3%
EMG
862
Ellington Management Group
Connecticut
$541K +$541K +7,300 New
MIM
863
Montgomery Investment Management
Maryland
$540K -$32.2K -435 -6%
IIM
864
Ipswich Investment Management
Massachusetts
$538K -$14.8K -200 -3%
BA
865
Birinyi Associates
Connecticut
$535K +$18.5K +250 +4%
CCM
866
Compton Capital Management
Rhode Island
$531K -$550K -7,412 -51%
BAM
867
Boyar Asset Management
New York
$528K +$14.9K +201 +3%
JIC
868
Joel Isaacson & Co
New York
$526K -$16.7K -225 -3%
WCM
869
Windsor Capital Management
Arizona
$525K +$77.6K +1,048 +17%
SFA
870
Sequoia Financial Advisors
Ohio
$524K -$27.6K -373 -5%
SC
871
Savant Capital
Illinois
$522K +$2.89K +39 +0.6%
GXMC
872
Global X Management Company
New York
$522K +$31.4K +423 +6%
DW
873
Domani Wealth
Pennsylvania
$519K -$222K -2,998 -30%
JWM
874
Jacobus Wealth Management
Wisconsin
$519K – – –
ACC
875
Accident Compensation Corp
New Zealand
$519K +$519K +7,000 New
33 34
35
36 37