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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 %
SCP
901
Sandhill Capital Partners
New York
$485K -$147K -1,863 -23%
PTC
902
Private Trust Company
Ohio
$483K -$9.79K -124 -2%
PC
903
Palo Capital
California
$478K +$478K +6,046 New
BSW
904
Buckingham Strategic Wealth
Missouri
$475K -$197K -2,487 -29%
FBT
905
First Bank & Trust
South Dakota
$475K – – –
MHIM
906
MacNealy Hoover Investment Management
Ohio
$475K – – –
WA
907
Wasatch Advisors
Utah
$475K +$475K +6,000 New
GAM
908
Garrison Asset Management
Arkansas
$465K -$119K -1,500 -20%
BHB
909
Bank Hapoalim BM
Israel
$461K +$461K +5,825 New
SCM
910
Stellar Capital Management
Arizona
$458K +$79 +1 +0%
HT
911
HighTower Trust
Texas
$453K – – –
MGIA
912
Moneta Group Investment Advisors
Missouri
$451K -$48.9K -618 -10%
BWM
913
Bernicke Wealth Management
Wisconsin
$447K -$434K -5,487 -49%
BC
914
Barnett & Company
Tennessee
$446K -$31.6K -400 -7%
JFL
915
Jarislowsky, Fraser Ltd
Quebec, Canada
$444K -$47.4K -600 -10%
DSC
916
Duncker Streett & Co
Missouri
$444K – – –
ASN
917
Advisory Services Network
Georgia
$444K +$444K +5,610 New
AGA
918
Accuvest Global Advisors
Utah
$444K +$444K +5,610 New
CSM
919
CAMG Solamere Management
North Carolina
$443K +$318 +4 +0.1%
CS
920
Cannell & Spears
New York
$439K -$53.4K -675 -11%
EHC
921
Everett Harris & Co
California
$439K – – –
EIM
922
Essex Investment Management
Massachusetts
$435K -$206K -2,608 -32%
RWP
923
RWA Wealth Partners
Massachusetts
$435K +$435K +5,495 New
VIA
924
Vantage Investment Advisors
Pennsylvania
$433K – – –
EAM
925
Evanson Asset Management
California
$432K +$12.7K +161 +3%
35 36
37
38 39