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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 %
MRCM
951
M&R Capital Management
New Jersey
$367K -$7.04K -95 -2%
HIM
952
Hermes Investment Management
United Kingdom
$367K – – –
FCCM
953
First City Capital Management
Georgia
$367K – – –
Koshinski Asset Management
954
Koshinski Asset Management
Illinois
$366K -$5.93K -80 -2%
LJAC
955
L.J. Altfest & Co
New York
$365K -$593 -8 -0.2%
BHC
956
Bowen Hanes & Co
Florida
$363K – – –
HJA
957
Hugh Johnson Advisors
New York
$363K – – –
HCMNY
958
Howard Capital Management (New York)
New York
$362K – – –
LIM
959
Leavell Investment Management
Alabama
$361K -$138K -1,856 -28%
BMC
960
Benin Management Corp
Connecticut
$359K -$51.9K -700 -13%
RIG
961
Roosevelt Investment Group
New York
$359K +$20.8K +281 +6%
BCB
962
Brian C. Broderick
$356K -$7.42K -100 -2%
WB
963
WesBanco Bank
West Virginia
$353K – – –
WPP
964
Whalerock Point Partners
Rhode Island
$349K -$154K -2,075 -31%
FB
965
Fulton Bank
Pennsylvania
$348K -$53K -715 -13%
QCI
966
Quaker Capital Investments
Pennsylvania
$348K – – –
CPA
967
Clear Perspective Advisors
Illinois
$348K +$348K +4,693 New
CAM
968
Cypress Asset Management
Texas
$344K -$126K -1,700 -27%
SC
969
Schulhoff & Co
Ohio
$344K – – –
WEC
970
Winslow Evans & Crocker
Massachusetts
$343K +$7.7K +104 +2%
RI
971
Ridgewood Investments
New Jersey
$340K +$340K +4,591 New
Diamond Hill Capital Management
972
Diamond Hill Capital Management
Ohio
$339K -$137K -1,845 -29%
PFS
973
Prospera Financial Services
Texas
$339K +$16.2K +218 +5%
GAM
974
Gotham Asset Management
New York
$338K -$52.8K -712 -14%
SYBT
975
Stock Yards Bank & Trust
Kentucky
$338K -$7.48K -101 -2%
37 38
39
40 41