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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 %
LFAS
1001
Level Four Advisory Services
Texas
$295K +$295K +3,977 New
ST
1002
Spinnaker Trust
Maine
$294K – – –
PAM
1003
PT Asset Management
Illinois
$293K -$289K -3,895 -50%
SBH
1004
Segall Bryant & Hamill
Illinois
$292K +$17.8K +240 +6%
GT
1005
Greenleaf Trust
Michigan
$292K +$292K +3,935 New
LA
1006
LVW Advisors
New York
$291K +$2.81K +38 +1%
MCM
1007
Manchester Capital Management
Vermont
$290K -$13.5K -182 -4%
DAM
1008
Doheny Asset Management
California
$289K +$26.4K +357 +10%
NGA
1009
Naples Global Advisors
Florida
$287K -$198K -2,675 -41%
PHAM
1010
Palisades Hudson Asset Management
Florida
$286K – – –
TSS
1011
Two Sigma Securities
New York
$285K -$264K -3,563 -48%
AIM
1012
Aspen Investment Management
Michigan
$283K – – –
WMC
1013
Westwood Management Corporation
Illinois
$282K – – –
SAM
1014
SignalPoint Asset Management
Missouri
$280K -$8.16K -110 -3%
MWP
1015
MYCIO Wealth Partners
Pennsylvania
$280K +$171K +2,308 +157%
VDBMI
1016
Van Den Berg Management I
Texas
$278K – – –
CFA
1017
Carroll Financial Associates
North Carolina
$278K +$16.9K +228 +6%
SIC
1018
Sigma Investment Counselors
Michigan
$278K +$37.1K +500 +15%
FPFS
1019
First Personal Financial Services
North Carolina
$278K +$278K +3,752 New
FHA
1020
Flagship Harbor Advisors
Massachusetts
$275K +$275K +3,600 New
CWM
1021
Cornerstone Wealth Management
Missouri
$275K +$275K +3,649 New
DI
1022
Diligent Investors
California
$274K -$7.42K -100 -3%
FMLI
1023
Fukoku Mutual Life Insurance
Japan
$274K – – –
SWA
1024
Sutton Wealth Advisors
Florida
$273K – – –
ZAM
1025
Zevin Asset Management
Massachusetts
$269K +$1.19K +16 +0.4%
39 40
41
42 43