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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 %
Twin Tree Management
926
Twin Tree Management
Texas
$428K -$3.75M -47,376 -90%
S
927
SignatureFD
Georgia
$428K +$23.2K +293 +6%
SCI
928
S&CO Inc
Massachusetts
$427K – – –
FB
929
Fulton Bank
Pennsylvania
$422K +$50.3K +636 +14%
OC
930
Oakworth Capital
Alabama
$421K – – –
Koshinski Asset Management
931
Koshinski Asset Management
Illinois
$420K +$29.4K +372 +8%
RIL
932
Rothschild Investment LLC
Illinois
$419K +$9.49K +120 +2%
PFS
933
Prospera Financial Services
Texas
$419K +$59.1K +748 +16%
RA
934
RFG Advisory
Alabama
$418K -$94.1K -1,210 -18%
HCMNY
935
Howard Capital Management (New York)
New York
$415K +$27.7K +350 +7%
MFW
936
Meristem Family Wealth
Minnesota
$410K -$47.5K -600 -10%
TF
937
Tompkins Financial
New York
$410K -$6.49K -82 -2%
WAM
938
Wealthspire Advisors (Maryland)
Maryland
$405K +$10.1K +128 +3%
LNB
939
Ledyard National Bank
$402K +$302K +3,810 +302%
BRWA
940
B. Riley Wealth Advisors
Florida
$399K -$35K -441 -8%
BTNA
941
Bremer Trust National Association
Minnesota
$398K -$42.1K -532 -10%
BC
942
Brinker Capital
Pennsylvania
$397K -$859K -10,866 -68%
BP
943
Ballentine Partners
Massachusetts
$394K +$394K +4,985 New
FCCM
944
First City Capital Management
Georgia
$392K – – –
MRCM
945
M&R Capital Management
New Jersey
$392K +$316 +4 +0.1%
Cerity Partners
946
Cerity Partners
New York
$392K +$392K +4,949 New
LJAC
947
L.J. Altfest & Co
New York
$390K – – –
HB
948
Homrich & Berg
Georgia
$386K -$21.5K -271 -5%
LIM
949
Leavell Investment Management
Alabama
$385K – – –
WB
950
WesBanco Bank
West Virginia
$385K +$7.91K +100 +2%
36 37
38
39 40