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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 %
CBU
851
CIBC Bank USA
Illinois
$572K -$172K -2,175 -23%
PK
852
Pflug Koory
Nebraska
$572K – – –
BPCE
853
Bank Pictet & Cie (Europe)
Germany
$571K -$34.1K -431 -6%
SCA
854
Sippican Capital Advisors
Massachusetts
$570K -$39.6K -500 -6%
MHIC
855
Marble Harbor Investment Counsel
Massachusetts
$570K -$31.7K -400 -5%
SC
856
Savant Capital
Illinois
$563K +$6.17K +78 +1%
IIM
857
Ipswich Investment Management
Massachusetts
$561K -$13.9K -175 -2%
IOOF
858
Independent Order of Foresters
Ontario, Canada
$560K -$49.9K -630 -8%
CCM
859
Compton Capital Management
Rhode Island
$560K -$6.65K -84 -1%
MIM
860
Montgomery Investment Management
Maryland
$558K -$18.6K -235 -3%
HCMT
861
Highland Capital Management (Tennessee)
Tennessee
$558K +$59.4K +750 +12%
CTI
862
Community Trust & Investment
Kentucky
$554K -$119K -1,500 -18%
JWM
863
Jacobus Wealth Management
Wisconsin
$554K – – –
DW
864
Domani Wealth
Pennsylvania
$554K – – –
FCI
865
Financial Counselors Inc
Kansas
$551K -$50.1K -633 -8%
MFW
866
Mosaic Family Wealth
Missouri
$550K +$291K +3,683 +113%
LDB
867
Lee, Danner & Bass
Tennessee
$546K -$112K -1,416 -17%
SBSB
868
Sullivan, Bruyette, Speros & Blaney
Virginia
$545K -$83K -1,049 -13%
SA
869
Strategic Advisors
New York
$545K +$22.3K +282 +4%
TDC
870
Thompson Davis & Co
Virginia
$545K +$464K +5,868 +577%
WT
871
Washington Trust
Rhode Island
$539K – – –
JIC
872
Joel Isaacson & Co
New York
$538K -$23.7K -300 -4%
GWM
873
Geneos Wealth Management
Colorado
$537K +$37.8K +478 +8%
BHBT
874
Burke & Herbert Bank & Trust
Virginia
$536K -$2.77K -35 -0.5%
HFM
875
Hartford Financial Management
Connecticut
$536K – – –
33 34
35
36 37