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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 %
KT
926
Kanaly Trust
Texas
$341K -$1.15K -18 -0.3%
EAM
927
Evanson Asset Management
California
$340K -$5.19K -81 -2%
CC
928
Cannell & Co
New York
$339K – – –
GAM
929
Gotham Asset Management
New York
$337K +$83.1K +1,299 +33%
EIM
930
Essex Investment Management
Massachusetts
$335K -$6.4K -100 -2%
DTL
931
Dynamic Technology Lab
Singapore
$333K -$19.3K -302 -5%
S
932
SignatureFD
Georgia
$332K +$10.5K +164 +3%
JFA
933
JNBA Financial Advisors
Minnesota
$332K +$320K +4,998 +2,702%
CM
934
Castleark Management
Illinois
$331K – – –
RIL
935
Rothschild Investment LLC
Illinois
$331K +$4.48K +70 +1%
DSC
936
Duncker Streett & Co
Missouri
$329K – – –
NIPH
937
NN Investment Partners Holdings
Netherlands
$329K – – –
BP
938
Ballentine Partners
Massachusetts
$327K -$11.8K -184 -3%
AAC
939
Asset Advisors Corp
Georgia
$327K – – –
MRCM
940
M&R Capital Management
New Jersey
$323K -$6.14K -96 -2%
Koshinski Asset Management
941
Koshinski Asset Management
Illinois
$321K +$321K +5,018 New
LWAC
942
Laurel Wealth Advisors (California)
California
$319K +$7.63K +119 +2%
FCCM
943
First City Capital Management
Georgia
$317K +$4.8K +75 +2%
HIM
944
Hermes Investment Management
United Kingdom
$317K +$80.1K +1,250 +34%
LJAC
945
L.J. Altfest & Co
New York
$316K -$2.56K -40 -0.8%
HJA
946
Hugh Johnson Advisors
New York
$314K – – –
BHC
947
Bowen Hanes & Co
Florida
$314K – – –
HCMNY
948
Howard Capital Management (New York)
New York
$313K -$8.12M -126,968 -96%
BCB
949
Brian C. Broderick
$313K -$14.1K -220 -4%
BFA
950
Benedict Financial Advisors
Georgia
$313K +$25.5K +400 +9%
36 37
38
39 40