AXP icon

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 %
FNBOH
1051
First National Bank of Hutchinson
Kansas
$233K -$11.9K -160 -5%
HC
1052
Hendley & Co
Ohio
$232K -$3.14M -42,424 -93%
ACM
1053
AUA Capital Management
Pennsylvania
$230K +$230K +3,100 New
PFS
1054
Physicians Financial Services
North Carolina
$229K – – –
MCM
1055
Maryland Capital Management
Maryland
$229K +$229K +3,092 New
DP
1056
Dearborn Partners
Illinois
$228K -$16.6K -224 -7%
JFGIW
1057
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K +$16.2K +219 +8%
TAM
1058
Trillium Asset Management
Massachusetts
$227K +$227K +3,067 New
OIA
1059
Optimum Investment Advisors
Illinois
$226K -$29.7K -400 -12%
ACA
1060
Anchor Capital Advisors
Massachusetts
$225K +$225K +3,037 New
WCM
1061
Weatherstone Capital Management
Colorado
$224K +$224K +3,029 New
RHAM
1062
Round Hill Asset Management
California
$223K +$223K +3,015 New
IWM
1063
Integrated Wealth Management
California
$221K -$4.45K -60 -2%
MPM
1064
Meritage Portfolio Management
Kansas
$221K +$221K +2,988 New
CA
1065
Cambridge Advisors
Nebraska
$219K -$44.4K -600 -17%
MIP
1066
Marietta Investment Partners
Wisconsin
$219K +$219K +2,950 New
CCMD
1067
Cypress Capital Management (Delaware)
Delaware
$219K +$219K +2,958 New
GLI
1068
Guardian Life Insurance
New York
$218K -$5.7K -77 -3%
FFBTD
1069
First Financial Bank - Trust Division
Ohio
$218K +$218K +2,942 New
CWP
1070
Capital Wealth Planning
Florida
$216K +$216K +2,911 New
BIC
1071
Bridges Investment Counsel
Nebraska
$214K +$214K +2,900 New
AssetMark Inc
1072
AssetMark Inc
California
$213K -$36.6K -495 -15%
MWM
1073
Modera Wealth Management
New Jersey
$213K +$213K +2,873 New
TSWM
1074
Triangle Securities Wealth Management
North Carolina
$213K +$213K +2,876 New
SLT
1075
St Louis Trust
Missouri
$213K +$213K +2,880 New
41 42
43
44 45