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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 %
TL
951
Tirschwell & Loewy
New York
$311K -$6.41K -100 -2%
KLI
952
Kelman-Lazarov Inc
Tennessee
$311K -$36.7K -575 -11%
WB
953
WesBanco Bank
West Virginia
$306K +$20.2K +314 +7%
CBT
954
Central Bank & Trust
Kentucky
$305K -$55.8K -872 -15%
QCI
955
Quaker Capital Investments
Pennsylvania
$301K – – –
CAMG
956
CWA Asset Management Group
Florida
$301K – – –
SYBT
957
Stock Yards Bank & Trust
Kentucky
$298K -$85.6K -1,339 -22%
SC
958
Schulhoff & Co
Ohio
$297K -$6.39K -100 -2%
RIG
959
Roosevelt Investment Group
New York
$292K -$15K -235 -5%
ATC
960
Adirondack Trust Company
New York
$291K -$19.9K -310 -6%
WEC
961
Winslow Evans & Crocker
Massachusetts
$290K -$45.5K -710 -14%
PGCM
962
Prescott Group Capital Management
Oklahoma
$288K – – –
KFS
963
Kurt F. Somerville
$288K – – –
FRM
964
Fox Run Management
Connecticut
$288K +$288K +4,500 New
CL
965
CPWM LLC
Washington
$284K -$3.9K -61 -1%
TWA
966
TCI Wealth Advisors
Arizona
$284K – – –
QCG
967
Quadrant Capital Group
Ohio
$283K -$17.4K -281 -6%
DAS
968
Dynamic Advisor Solutions
Arizona
$283K +$283K +4,415 New
BCCM
969
Bridge Creek Capital Management
Massachusetts
$282K – – –
HB
970
Homrich & Berg
Georgia
$281K +$1.41K +22 +0.5%
BST
971
Bath Savings Trust
Maine
$280K +$7.49K +117 +3%
PFS
972
Prospera Financial Services
Texas
$278K +$278K +4,340 New
Lido Advisors
973
Lido Advisors
California
$276K -$960 -15 -0.3%
HBT
974
Hills Bank & Trust
Iowa
$275K -$1.65M -25,767 -86%
PAI
975
Pittenger & Anderson Inc
Nebraska
$274K -$182K -2,835 -40%
37 38
39
40 41