AXP icon

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 %
BJL
951
Brighton Jones LLC
Washington
$385K +$385K +4,873 New
EB
952
Eastern Bank
Massachusetts
$382K -$66.9K -845 -15%
FBT
953
First Bankers Trust
Kentucky
$382K -$59.8K -755 -14%
HJA
954
Hugh Johnson Advisors
New York
$376K -$11.9K -150 -3%
WPP
955
Whalerock Point Partners
Rhode Island
$373K – – –
RI
956
Ridgewood Investments
New Jersey
$373K +$9.5K +120 +3%
LWAC
957
Laurel Wealth Advisors (California)
California
$368K +$36.3K +459 +11%
SC
958
Schulhoff & Co
Ohio
$367K – – –
ST
959
Spinnaker Trust
Maine
$367K +$52.6K +664 +17%
JG
960
Jefferies Group
New York
$364K -$1.35M -17,113 -79%
CPA
961
Clear Perspective Advisors
Illinois
$363K -$7.9K -100 -2%
QC
962
Quadrature Capital
United Kingdom
$359K -$290K -3,662 -45%
CWM
963
Cornerstone Wealth Management
Missouri
$358K +$73.5K +942 +26%
PGCM
964
Prescott Group Capital Management
Oklahoma
$356K – – –
CPO
965
Cerity Partners OCIO
New York
$353K +$35.6K +449 +11%
MWP
966
MYCIO Wealth Partners
Pennsylvania
$353K +$53.7K +679 +18%
BST
967
Bath Savings Trust
Maine
$347K – – –
KLI
968
Kelman-Lazarov Inc
Tennessee
$344K -$15.8K -200 -4%
BG
969
Bahl & Gaynor
Ohio
$343K -$264K -3,330 -43%
SGAM
970
Steinberg Global Asset Management
Florida
$342K -$14.2K -180 -4%
BCB
971
Brian C. Broderick
$340K -$39.5K -500 -10%
TWA
972
TCI Wealth Advisors
Arizona
$339K +$475 +6 +0.1%
FHA
973
Flagship Harbor Advisors
Massachusetts
$338K +$56.5K +722 +20%
BMC
974
Benin Management Corp
Connecticut
$336K -$47.5K -600 -12%
QIM
975
Quest Investment Management
Oregon
$334K -$337K -4,260 -50%
37 38
39
40 41