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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 %
CSA
1026
Cottage Street Advisors
Massachusetts
$269K – – –
NCM
1027
Nelson Capital Management
California
$268K – – –
FFEC
1028
First Financial Equity Corporation
Arizona
$264K +$264K +3,362 New
TIA
1029
Tiemann Investment Advisors
California
$263K -$3.88K -49 -1%
TL
1030
Tirschwell & Loewy
New York
$261K – – –
ZDA
1031
Zweig-DiMenna Associates
New York
$261K +$261K +3,300 New
CL
1032
CPWM LLC
Washington
$259K -$68.1K -859 -21%
LCOV
1033
London Company of Virginia
Virginia
$259K +$259K +3,277 New
SCM
1034
SKBA Capital Management
California
$257K -$277K -3,500 -52%
PG
1035
Patten Group
Tennessee
$257K – – –
BA
1036
Boston Advisors
Massachusetts
$254K +$30K +380 +13%
Verition Fund Management
1037
Verition Fund Management
Connecticut
$254K +$254K +3,207 New
DCM
1038
Donaldson Capital Management
Indiana
$251K -$17.1K -216 -6%
AI
1039
Accredited Investors
Minnesota
$251K +$1.19K +15 +0.5%
SMH
1040
Sanders Morris Harris
Texas
$250K -$1.97K -25 -0.8%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K +$250K +3,165 New
FNBOH
1042
First National Bank of Hutchinson
Kansas
$248K – – –
WCM
1043
Weatherstone Capital Management
Colorado
$247K +$7.13K +90 +3%
MCM
1044
Manchester Capital Management
Vermont
$246K -$63.2K -800 -20%
WPW
1045
Waldron Private Wealth
Pennsylvania
$246K +$246K +3,115 New
WC
1046
Whitnell & Co
Illinois
$243K -$11.8K -149 -5%
OIA
1047
Optimum Investment Advisors
Illinois
$241K – – –
IWM
1048
Integrated Wealth Management
California
$241K +$5.45K +69 +2%
ACA
1049
Anchor Capital Advisors
Massachusetts
$240K – – –
RHAM
1050
Round Hill Asset Management
California
$238K – – –
40 41
42
43 44