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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 %
IIC
1076
Integrated Investment Consultants
Michigan
$212K +$11.1K +150 +6%
CA
1077
Capital Advantage
California
$212K +$212K +2,857 New
CAG
1078
Crestwood Advisors Group
Massachusetts
$212K +$212K +2,861 New
WB
1079
Webster Bank
Connecticut
$212K +$212K +2,864 New
BA
1080
Boston Advisors
Massachusetts
$210K +$210K +2,836 New
AP
1081
Appleton Partners
Massachusetts
$209K +$209K +2,820 New
PIM
1082
Profit Investment Management
Maryland
$208K +$208K +2,805 New
GCIA
1083
Gabelli & Co Investment Advisers
New York
$207K -$73.9K -1,000 -26%
DCM
1084
Decatur Capital Management
Georgia
$206K +$206K +2,775 New
WA
1085
Waverly Advisors
Alabama
$206K +$206K +2,779 New
OA
1086
Oxbow Advisors
Texas
$203K +$203K +2,740 New
IDBONY
1087
Israel Discount Bank of New York
New York
$203K +$203K +2,740 New
PAS
1088
Partnervest Advisory Services
California
$203K +$203K +2,741 New
FCB
1089
First Command Bank
Texas
$201K +$201K +2,722 New
FCFS
1090
First Command Financial Services
Texas
$201K +$201K +2,722 New
MAM
1091
Marquette Asset Management
Minnesota
$200K -$54.1K -732 -21%
PWM
1092
Perigon Wealth Management
California
$196K +$177K +2,215 +943%
GBBWRPM
1093
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$195K +$964 +13 +0.5%
AAC
1094
Asset Advisors Corp
Georgia
$193K -$186K -2,500 -49%
HDIM
1095
Hanson & Doremus Investment Management
Vermont
$192K -$11.1K -150 -5%
NSIM
1096
North Star Investment Management
Illinois
$187K +$163K +2,200 +683%
FANJ
1097
Financial Architects (New Jersey)
New Jersey
$185K -$88.1K -1,191 -32%
AW
1098
Alpha Windward
Massachusetts
$183K +$5.35K +72 +3%
VFA
1099
Virtus Fund Advisers
Connecticut
$180K -$45.7K -617 -20%
WG
1100
Welch Group
Alabama
$179K +$5.47K +74 +3%
42 43
44
45 46