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American Express
AXP

Overview Fund Activity

1,181 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 392 increasing their positions, 501 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
–
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
392
Reduced
501
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$176M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$101M
4
O
OppenheimerFunds
New York
+$101M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$95.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$255M
2
JHIU
Janus Henderson Investors US
Colorado
-$239M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$151M
4
Goldman Sachs
Goldman Sachs
New York
-$119M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
1026
Bank OZK
Arkansas
$214K – – –
NA
1027
NewEdge Advisors
Louisiana
$213K +$213K +3,327 New
CPO
1028
Cerity Partners OCIO
New York
$212K +$212K +3,314 New
TPWA
1029
TRUE Private Wealth Advisors
Oregon
$211K -$33.5K -557 -14%
DP
1030
Dearborn Partners
Illinois
$211K -$32K -500 -13%
FNBOH
1031
First National Bank of Hutchinson
Kansas
$209K +$209K +3,300 New
SIC
1032
Sigma Investment Counselors
Michigan
$208K -$93.4K -1,460 -31%
SMH
1033
Sanders Morris Harris
Texas
$204K -$18.8K -295 -8%
CCIA
1034
Campbell & Co Investment Adviser
Maryland
$204K +$204K +3,181 New
DT
1035
Diversified Trust
Tennessee
$202K -$1.75M -27,263 -90%
AI
1036
Accredited Investors
Minnesota
$202K +$202K +3,147 New
SFG
1037
SNS Financial Group
Minnesota
$202K +$202K +3,160 New
VFA
1038
Virtus Fund Advisers
Connecticut
$196K -$7.96M -123,677 -98%
IWM
1039
Integrated Wealth Management
California
$195K -$25.7K -401 -12%
GLI
1040
Guardian Life Insurance
New York
$194K -$3.14K -49 -2%
TCIM
1041
TIAA CREF Investment Management
New York
$193K -$2.06K -32,114 -1%
PSC
1042
Prentiss Smith & Co
Vermont
$191K – – –
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K -$729K -11,384 -80%
SNT
1044
Security National Trust
West Virginia
$180K – – –
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$175K -$5.88K -92 -3%
PHK
1046
Point72 Hong Kong
Hong Kong
$173K +$173K +2,700 New
KTC
1047
Kistler-Tiffany Companies
Pennsylvania
$168K – – –
GBBWRPM
1048
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$167K +$702 +11 +0.4%
IIC
1049
Integrated Investment Consultants
Michigan
$164K – – –
CYG
1050
Clean Yield Group
Vermont
$157K +$5.82K +91 +4%
40 41
42
43 44