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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 %
PTC
901
Private Trust Company
Ohio
$462K +$23K +310 +5%
CS
902
Cannell & Spears
New York
$461K -$222 -3 -0%
MA
903
Montag & Associates
Georgia
$461K – – –
JFL
904
Jarislowsky, Fraser Ltd
Quebec, Canada
$460K +$460K +6,221 New
CIA
905
Capital Investment Advisors
Georgia
$457K -$34.1K -460 -7%
ITIM
906
Indiana Trust & Investment Management
Indiana
$453K +$5.93K +80 +1%
BC
907
Barnett & Company
Tennessee
$447K – – –
ATC
908
Argent Trust Co
Tennessee
$445K -$218K -2,944 -33%
CCA
909
Checchi Capital Advisers
California
$445K -$23.6K -319 -5%
MHIM
910
MacNealy Hoover Investment Management
Ohio
$444K – – –
FBT
911
First Bank & Trust
South Dakota
$444K +$444K +6,000 New
Two Sigma Investments
912
Two Sigma Investments
New York
$441K -$24.5M -330,068 -98%
ACP
913
Aveo Capital Partners
Colorado
$439K +$439K +5,926 New
WI
914
Wintrust Investments
Illinois
$437K -$399K -5,380 -48%
ZCA
915
Zeke Capital Advisors
Pennsylvania
$433K +$433K +5,845 New
CCMG
916
Clark Capital Management Group
Pennsylvania
$431K -$888 -12 -0.2%
TNAM
917
Terra Nova Asset Management
New York
$429K +$8.16K +110 +2%
SCM
918
Stellar Capital Management
Arizona
$429K +$429K +5,789 New
MFW
919
Meristem Family Wealth
Minnesota
$428K -$14.8K -200 -3%
JIM
920
Jensen Investment Management
Oregon
$426K -$100K -1,350 -19%
Assenagon Asset Management
921
Assenagon Asset Management
Luxembourg
$426K +$426K +5,756 New
HT
922
HighTower Trust
Texas
$425K -$17.6K -237 -4%
FHC
923
First Heartland Consultants
Missouri
$423K +$112K +1,507 +36%
RA
924
RFG Advisory
Alabama
$421K – – –
EB
925
Eastern Bank
Massachusetts
$419K -$115K -1,561 -22%
35 36
37
38 39