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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 %
EWA
926
Exencial Wealth Advisors
Oklahoma
$417K – – –
DSC
927
Duncker Streett & Co
Missouri
$416K +$35.2K +475 +9%
NL
928
NWAM LLC
Washington
$413K -$51.5K -695 -11%
FBT
929
First Bankers Trust
Kentucky
$413K -$44.4K -600 -10%
BTNA
930
Bremer Trust National Association
Minnesota
$413K -$21.3K -287 -5%
EHC
931
Everett Harris & Co
California
$411K -$444K -6,000 -52%
CSM
932
CAMG Solamere Management
North Carolina
$411K +$411K +5,565 New
BRWA
933
B. Riley Wealth Advisors
Florida
$406K -$167K -2,251 -29%
VIA
934
Vantage Investment Advisors
Pennsylvania
$406K – – –
SPIA
935
Steward Partners Investment Advisory
New York
$404K +$404K +5,458 New
SCI
936
S&CO Inc
Massachusetts
$400K – – –
FVP
937
Firefly Value Partners
Pennsylvania
$398K +$398K +5,373 New
KT
938
Kanaly Trust
Texas
$397K +$2.37K +32 +0.6%
EAM
939
Evanson Asset Management
California
$393K – – –
TF
940
Tompkins Financial
New York
$390K -$41.4K -559 -10%
IH
941
IFC Holdings
Florida
$386K -$17.4K -235 -4%
OC
942
Oakworth Capital
Alabama
$384K -$22.8K -316 -6%
RIL
943
Rothschild Investment LLC
Illinois
$384K +$297 +4 +0.1%
CM
944
Castleark Management
Illinois
$383K – – –
HB
945
Homrich & Berg
Georgia
$381K +$56K +756 +17%
S
946
SignatureFD
Georgia
$379K -$5.34K -72 -1%
SM
947
Sciencast Management
New Jersey
$376K +$376K +5,071 New
HAIM
948
Hunter Associates Investment Management
Pennsylvania
$375K +$375K +5,061 New
GCM
949
Gladstone Capital Management
United Kingdom
$370K +$370K +5,000 New
WAM
950
Wealthspire Advisors (Maryland)
Maryland
$369K +$118K +1,597 +47%
36 37
38
39 40