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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 %
PRCM
876
Pine River Capital Management
Minnesota
$511K -$348K -4,700 -41%
ABC
877
Associated Banc-Corp
Wisconsin
$510K +$10.6K +143 +2%
VFA
878
Voya Financial Advisors
Connecticut
$507K +$16.9K +229 +3%
CAMG
879
CWA Asset Management Group
Florida
$507K +$159K +2,153 +46%
PVWM
880
Point View Wealth Management
New Jersey
$506K -$71.4K -963 -12%
BHBT
881
Burke & Herbert Bank & Trust
Virginia
$504K – – –
WT
882
Washington Trust
Rhode Island
$504K +$7.1K +96 +1%
HFM
883
Hartford Financial Management
Connecticut
$502K -$9.85K -133 -2%
SCM
884
SKBA Capital Management
California
$500K -$14.8K -200 -3%
RIM
885
Regent Investment Management
Kentucky
$500K – – –
TC
886
Telemus Capital
Michigan
$497K +$1.04K +14 +0.2%
NIPH
887
NN Investment Partners Holdings
Netherlands
$495K +$114K +1,539 +30%
SRP
888
Saddle Road Partners
Nebraska
$495K +$495K +6,679 New
RCAG
889
Rehmann Capital Advisory Group
Michigan
$494K +$23.2K +313 +5%
SA
890
Strategic Advisors
New York
$490K +$1.34K +18 +0.3%
CCC
891
Chelsea Counsel Company
California
$480K +$222 +3 +0%
WA
892
WP Advisors
California
$480K +$480K +6,476 New
OCM
893
Osterweis Capital Management
California
$472K -$20.7K -280 -4%
DAS
894
Dynamic Advisor Solutions
Arizona
$469K +$142K +1,911 +43%
MGIA
895
Moneta Group Investment Advisors
Missouri
$468K +$34.7K +468 +8%
GWM
896
Geneos Wealth Management
Colorado
$467K -$18.4K -249 -4%
HCMT
897
Highland Capital Management (Tennessee)
Tennessee
$467K – – –
SSWM
898
Sheets Smith Wealth Management
North Carolina
$466K +$31.1K +420 +7%
CCIA
899
Campbell & Co Investment Adviser
Maryland
$466K +$230K +3,105 +98%
BWM
900
Braver Wealth Management
Massachusetts
$463K +$31.6K +427 +7%
34 35
36
37 38