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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 %
TCM
1076
Tufton Capital Management
Maryland
$218K +$218K +2,753 New
MCM
1077
Maryland Capital Management
Maryland
$217K -$27.4K -347 -11%
PAS
1078
Partnervest Advisory Services
California
$217K – – –
OA
1079
Oxbow Advisors
Texas
$217K – – –
BJ
1080
Brouwer & Janachowski
California
$217K +$217K +2,745 New
FCB
1081
First Command Bank
Texas
$216K – – –
FCFS
1082
First Command Financial Services
Texas
$216K – – –
CS
1083
Comerica Securities
Michigan
$216K +$216K +2,725 New
TFA
1084
Toth Financial Advisory
Virginia
$212K -$608K -7,699 -74%
CM
1085
Castleark Management
Illinois
$212K -$198K -2,500 -48%
MHS
1086
M Holdings Securities
Oregon
$212K +$212K +2,676 New
PWM
1087
Perigon Wealth Management
California
$211K +$17K +215 +9%
AP
1088
Appleton Partners
Massachusetts
$210K -$13.5K -170 -6%
PA
1089
Probity Advisors
Texas
$210K +$210K +2,651 New
HAIM
1090
Hunter Associates Investment Management
Pennsylvania
$209K -$191K -2,418 -48%
TAM
1091
Trillium Asset Management
Massachusetts
$209K -$33.3K -421 -14%
GBBWRPM
1092
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$209K +$791 +10 +0.4%
HWA
1093
Heritage Wealth Advisors
Virginia
$208K +$208K +2,634 New
AAC
1094
Asset Advisors Corp
Georgia
$206K – – –
BCM
1095
Bridgeway Capital Management
Texas
$206K +$206K +2,600 New
NPA
1096
Nichols & Pratt Advisers
Massachusetts
$206K +$206K +2,600 New
CA
1097
Capital Advantage
California
$205K -$20.6K -261 -9%
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$205K – – –
WPC
1099
Waters Parkerson & Co
Louisiana
$203K +$203K +2,569 New
FANJ
1100
Financial Architects (New Jersey)
New Jersey
$202K +$3.96K +50 +2%
42 43
44
45 46