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 %
SC
1101
SRB Corp
Massachusetts
$178K – – –
GRP
1102
Global Retirement Partners
California
$174K +$174K +2,347 New
BWA
1103
Burt Wealth Advisors
Maryland
$173K – – –
WPA
1104
West Paces Advisors
Georgia
$170K +$170K +2,297 New
FFW
1105
Fusion Family Wealth
New York
$167K +$167K +2,177 New
KTC
1106
Kistler-Tiffany Companies
Pennsylvania
$165K -$29.5K -398 -15%
CAM
1107
Close Asset Management
United Kingdom
$159K +$159K +2,150 New
FHA
1108
First Horizon Advisors
Tennessee
$154K – – –
LA
1109
Legacy Advisors
Pennsylvania
$153K +$153K +2,075 New
SQA
1110
Simon Quick Advisors
New Jersey
$148K +$148K +1,994 New
PMFA
1111
Plante Moran Financial Advisors
Michigan
$139K +$49.6K +670 +56%
EA
1112
Edge Advisors
Georgia
$134K +$134K +1,809 New
M
1113
MOTCO
Texas
$129K -$5.1K -69 -4%
SFS
1114
Sowell Financial Services
Arkansas
$128K +$128K +1,610 New
FNB
1115
Farmers National Bank
Kentucky
$127K – – –
CGT
1116
Capital Guardian Trust
California
$127K +$24.3K +328 +24%
CLM
1117
ClearBridge LLC (Maryland)
Maryland
$113K -$29.5K -400 -21%
CHC
1118
City Holding Co
West Virginia
$113K – – –
BCM
1119
Blume Capital Management
California
$111K -$17.2K -233 -13%
VIM
1120
Veritas Investment Management
United Kingdom
$111K – – –
CFG
1121
CKW Financial Group
Hawaii
$111K – – –
SIAP
1122
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K +$111K +1,500 New
APSP
1123
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K – – –
RI
1124
Redwood Investments
Massachusetts
$106K – – –
OFW
1125
Omnia Family Wealth
Florida
$106K +$106K +1,432 New
43 44
45
46 47