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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
$2.94B
3
SC
Samlyn Capital
New York
$113M
4
Goldman Sachs
Goldman Sachs
New York
$597M
5
American Century Companies
American Century Companies
Missouri
$273M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.37B
2
Renaissance Technologies
Renaissance Technologies
New York
$20M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.5M
5
TAM
Troy Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
1026
NewEdge Advisors
Louisiana
$268K +$14.5K +190 +6%
MCTIC
1027
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$263K -$29.7K -400 -10%
TBA
1028
Train Babcock Advisors
New York
$263K – – –
NA
1029
Nottingham Advisors
New York
$263K – – –
CG
1030
Cutler Group
California
$259K -$11.7M -158,438 -98%
EVM
1031
Evelyn V. Moreno
$259K – – –
LJHT
1032
Laurie J. Hall Trustee
$259K +$259K +3,435 New
GW
1033
GW & Wade
Massachusetts
$257K -$28.5K -385 -10%
AL
1034
AJO LP
Pennsylvania
$257K +$257K +3,469 New
FCBT
1035
First Citizens Bank & Trust
North Carolina
$254K -$61.7K -832 -20%
PG
1036
Patten Group
Tennessee
$254K -$61.5K -800 -19%
GA
1037
Geneva Advisors
Illinois
$253K +$253K +3,418 New
CSA
1038
Cottage Street Advisors
Massachusetts
$252K – – –
BCM
1039
Brookstone Capital Management
Illinois
$252K +$252K +3,404 New
DCM
1040
Donaldson Capital Management
Indiana
$251K -$55.6K -752 -18%
NCM
1041
Nelson Capital Management
California
$251K -$48.1K -650 -16%
TIA
1042
Tiemann Investment Advisors
California
$250K -$46.2K -624 -16%
WCM
1043
Weik Capital Management
Pennsylvania
$248K -$24.1K -325 -9%
TL
1044
Tirschwell & Loewy
New York
$244K -$115K -1,550 -32%
MFW
1045
Mosaic Family Wealth
Missouri
$242K -$476K -6,431 -66%
WC
1046
Whitnell & Co
Illinois
$239K -$9.26K -125 -4%
SMH
1047
Sanders Morris Harris
Texas
$236K – – –
VCM
1048
Violich Capital Management
California
$235K +$235K +3,000 New
SFG
1049
SNS Financial Group
Minnesota
$234K – – –
AI
1050
Accredited Investors
Minnesota
$234K +$889 +12 +0.4%
40 41
42
43 44