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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 %
ITIM
901
Indiana Trust & Investment Management
Indiana
$386K +$6.4K +100 +2%
MHIM
902
MacNealy Hoover Investment Management
Ohio
$384K – – –
MFW
903
Meristem Family Wealth
Minnesota
$383K +$9.8K +153 +3%
HT
904
HighTower Trust
Texas
$382K +$9.6K +150 +3%
PTC
905
Private Trust Company
Ohio
$379K +$31.6K +495 +9%
WSTAM
906
Wilbanks Smith & Thomas Asset Management
Virginia
$377K -$74.8K -1,169 -17%
SSWM
907
Sheets Smith Wealth Management
North Carolina
$376K +$376K +5,874 New
BTNA
908
Bremer Trust National Association
Minnesota
$375K -$24K -375 -6%
MGIA
909
Moneta Group Investment Advisors
Missouri
$375K -$3.21K -50 -0.8%
CCMG
910
Clark Capital Management Group
Pennsylvania
$374K +$2.69K +42 +0.7%
EWA
911
Exencial Wealth Advisors
Oklahoma
$374K +$374K +5,634 New
TF
912
Tompkins Financial
New York
$373K -$104K -1,618 -22%
BWM
913
Braver Wealth Management
Massachusetts
$373K -$77.2K -1,207 -17%
GF
914
Gerstein Fisher
New York
$372K +$8.13K +127 +2%
SGA
915
Strategic Global Advisors
California
$366K +$668 +11 +0.2%
TNAM
916
Terra Nova Asset Management
New York
$363K -$362K -5,667 -50%
OC
917
Oakworth Capital
Alabama
$362K +$641 +10 +0.2%
BMC
918
Benin Management Corp
Connecticut
$355K +$12.8K +200 +4%
SGAM
919
Steinberg Global Asset Management
Florida
$353K – – –
VIA
920
Vantage Investment Advisors
Pennsylvania
$351K -$2.11K -33 -0.6%
BCAM
921
Boston Common Asset Management
Massachusetts
$350K -$6.16K -96 -2%
QSS
922
Quantitative Systematic Strategies
Florida
$350K +$350K +5,523 New
IH
923
IFC Holdings
Florida
$349K -$221K -3,444 -39%
FB
924
Fulton Bank
Pennsylvania
$347K -$57.9K -903 -14%
SCI
925
S&CO Inc
Massachusetts
$346K – – –
35 36
37
38 39