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 %
CSS
976
Cubist Systematic Strategies
Connecticut
$329K -$1.66M -21,001 -83%
RMCM
977
Reynders McVeigh Capital Management
Massachusetts
$329K – – –
SBH
978
Segall Bryant & Hamill
Illinois
$329K +$17.4K +220 +6%
FPFS
979
First Personal Financial Services
North Carolina
$329K +$31.9K +403 +11%
ATC
980
Adirondack Trust Company
New York
$326K – – –
AA
981
ALPS Advisors
Colorado
$325K +$325K +4,113 New
WA
982
Wheatland Advisors
Pennsylvania
$324K – – –
HBT
983
Hills Bank & Trust
Iowa
$321K -$9.12K -115 -3%
IFAM
984
Institutional & Family Asset Management
Colorado
$320K +$1.19K +15 +0.4%
GT
985
Greenleaf Trust
Michigan
$320K +$8.7K +110 +3%
LFAS
986
Level Four Advisory Services
Texas
$320K +$10.4K +134 +3%
BCM
987
Brookstone Capital Management
Illinois
$318K +$49K +620 +18%
QC
988
QCM Cayman
Texas
$318K +$318K +4,022 New
KFS
989
Kurt F. Somerville
$316K -$39.5K -500 -11%
CAM
990
Cypress Asset Management
Texas
$312K -$55.3K -700 -15%
CBT
991
Central Bank & Trust
Kentucky
$312K -$42.2K -534 -12%
DAM
992
Doheny Asset Management
California
$309K – – –
QAM
993
Quantres Asset Management
Cayman Islands
$309K +$309K +3,900 New
WEC
994
Winslow Evans & Crocker
Massachusetts
$307K -$58.7K -742 -16%
WIM
995
Wittenberg Investment Management
Massachusetts
$305K -$553K -7,000 -64%
SYBT
996
Stock Yards Bank & Trust
Kentucky
$305K -$55.7K -705 -15%
PHAM
997
Palisades Hudson Asset Management
Florida
$305K – – –
PL
998
Parkwood LLC
Ohio
$303K -$32.4K -410 -10%
AIM
999
Aspen Investment Management
Michigan
$303K – – –
SNT
1000
Security National Trust
West Virginia
$301K -$39.5K -500 -12%
38 39
40
41 42