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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 %
KLI
976
Kelman-Lazarov Inc
Tennessee
$337K -$23.3K -314 -6%
SGAM
977
Steinberg Global Asset Management
Florida
$334K -$74.1K -1,000 -18%
CBT
978
Central Bank & Trust
Kentucky
$333K -$20.6K -278 -6%
PGCM
979
Prescott Group Capital Management
Oklahoma
$333K – – –
KFS
980
Kurt F. Somerville
$333K – – –
MBTD
981
Mechanics Bank - Trust Department
California
$332K +$332K +4,484 New
MIM
982
Midwest Investment Management
Ohio
$328K -$1.23M -16,561 -79%
BST
983
Bath Savings Trust
Maine
$324K – – –
BCCM
984
Bridge Creek Capital Management
Massachusetts
$319K -$7.42K -100 -2%
SNT
985
Security National Trust
West Virginia
$319K +$111K +1,500 +53%
TWA
986
TCI Wealth Advisors
Arizona
$317K -$11.4K -154 -3%
WF
987
WealthTrust Fairport
Ohio
$314K +$44.4K +600 +16%
PL
988
Parkwood LLC
Ohio
$314K +$314K +4,240 New
LWAC
989
Laurel Wealth Advisors (California)
California
$311K -$58.2K -784 -16%
PAI
990
Pittenger & Anderson Inc
Nebraska
$311K -$5.55K -75 -2%
HBT
991
Hills Bank & Trust
Iowa
$308K -$9.24K -125 -3%
RMCM
992
Reynders McVeigh Capital Management
Massachusetts
$308K +$1.26K +17 +0.4%
ATC
993
Adirondack Trust Company
New York
$306K -$30.8K -415 -9%
CL
994
CPWM LLC
Washington
$306K -$23.3K -314 -7%
WA
995
Wheatland Advisors
Pennsylvania
$304K – – –
LW
996
Linscomb Wealth
Texas
$304K +$3.78K +51 +1%
TPWA
997
TRUE Private Wealth Advisors
Oregon
$304K +$35.5K +463 +13%
IFAM
998
Institutional & Family Asset Management
Colorado
$299K -$964 -13 -0.3%
CPO
999
Cerity Partners OCIO
New York
$297K +$51.4K +693 +21%
LGC
1000
Laurel Grove Capital
California
$296K -$252K -3,400 -46%
38 39
40
41 42