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American Express
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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 %
LA
1001
LVW Advisors
New York
$301K -$9.56K -121 -3%
WMC
1002
Westwood Management Corporation
Illinois
$301K – – –
VDBMI
1003
Van Den Berg Management I
Texas
$297K – – –
1832 Asset Management
1004
1832 Asset Management
Ontario, Canada
$296K -$10.9M -137,020 -97%
WF
1005
WealthTrust Fairport
Ohio
$293K -$41.9K -530 -13%
DI
1006
Diligent Investors
California
$292K – – –
SWA
1007
Sutton Wealth Advisors
Florida
$292K – – –
LW
1008
Linscomb Wealth
Texas
$291K -$34K -430 -10%
SIM
1009
Sprucegrove Investment Management
Ontario, Canada
$290K -$71.9K -90,900 -20%
ZAM
1010
Zevin Asset Management
Massachusetts
$287K – – –
NA
1011
NewEdge Advisors
Louisiana
$283K +$10.8K +140 +4%
TBA
1012
Train Babcock Advisors
New York
$281K – – –
NA
1013
Nottingham Advisors
New York
$281K – – –
SFA
1014
Sequoia Financial Advisors
Ohio
$280K -$280K -3,537 -50%
MCTIC
1015
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$280K – – –
FMLI
1016
Fukoku Mutual Life Insurance
Japan
$277K -$15.8K -200 -5%
PFS
1017
Physicians Financial Services
North Carolina
$277K -$3.96K -50 -1%
EVM
1018
Evelyn V. Moreno
$277K – – –
AL
1019
AJO LP
Pennsylvania
$274K – – –
CA
1020
Continuum Advisory
Idaho
$274K +$274K +3,468 New
SIC
1021
Sigma Investment Counselors
Michigan
$273K -$23.7K -300 -8%
WCM
1022
Weik Capital Management
Pennsylvania
$273K +$7.91K +100 +3%
TPWA
1023
TRUE Private Wealth Advisors
Oregon
$272K -$35.9K -463 -12%
NGA
1024
Naples Global Advisors
Florida
$272K -$34.9K -440 -11%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$270K +$42.1K +531 +18%
39 40
41
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