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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 %
RIM
876
Regent Investment Management
Kentucky
$534K – – –
TC
877
Telemus Capital
Michigan
$534K +$3.09K +39 +0.6%
RCAG
878
Rehmann Capital Advisory Group
Michigan
$532K +$5.45K +69 +1%
IH
879
IFC Holdings
Florida
$530K +$118K +1,496 +29%
GS
880
GAM Systematic
United Kingdom
$530K +$530K +6,698 New
ITIM
881
Indiana Trust & Investment Management
Indiana
$528K +$44.7K +565 +9%
CCT
882
Country Club Trust
Missouri
$525K +$525K +6,633 New
BAM
883
Boyar Asset Management
New York
$524K -$39.7K -501 -7%
CCA
884
Checchi Capital Advisers
California
$524K +$48.8K +616 +10%
Fuller & Thaler Asset Management
885
Fuller & Thaler Asset Management
California
$522K -$459K -5,800 -47%
WA
886
WP Advisors
California
$519K +$6.41K +81 +1%
SCA
887
Snowden Capital Advisors
New York
$517K +$517K +6,530 New
BBI
888
Baxter Bros Inc
Connecticut
$513K -$67.6K -854 -12%
BA
889
Birinyi Associates
Connecticut
$512K -$59.3K -750 -10%
SSWM
890
Sheets Smith Wealth Management
North Carolina
$511K +$13.2K +167 +3%
PFBT
891
Parkside Financial Bank & Trust
Missouri
$510K -$106K -1,335 -17%
ABC
892
Associated Banc-Corp
Wisconsin
$506K -$39.6K -500 -7%
OCM
893
Osterweis Capital Management
California
$504K – – –
WIA
894
Westbourne Investment Advisors
Maryland
$502K -$227K -2,865 -31%
CIA
895
Capital Investment Advisors
Georgia
$502K +$14.2K +180 +3%
CAMG
896
CWA Asset Management Group
Florida
$500K -$42.2K -533 -8%
EFS
897
Essex Financial Services
Connecticut
$499K -$102K -1,290 -17%
CCC
898
Chelsea Counsel Company
California
$499K -$14K -177 -3%
ATC
899
Argent Trust Co
Tennessee
$498K +$21.5K +271 +5%
MA
900
Montag & Associates
Georgia
$492K – – –
34 35
36
37 38