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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 %
RCM
1101
RB Capital Management
Nevada
$201K +$201K +2,540 New
GA
1102
Geneva Advisors
Illinois
$200K -$70.2K -888 -26%
CRC
1103
Curi RMB Capital
Illinois
$196K +$196K +2,474 New
AW
1104
Alpha Windward
Massachusetts
$192K -$2.61K -33 -1%
WG
1105
Welch Group
Alabama
$185K -$6.98K -88 -4%
BWA
1106
Burt Wealth Advisors
Maryland
$185K – – –
BTIS
1107
BB&T Investment Services
North Carolina
$184K +$131K +1,704 +250%
WPA
1108
West Paces Advisors
Georgia
$182K – – –
GRP
1109
Global Retirement Partners
California
$181K -$4.26K -54 -2%
AssetMark Inc
1110
AssetMark Inc
California
$179K -$48.7K -616 -21%
SC
1111
SRB Corp
Massachusetts
$178K -$11.3K -143 -6%
CYG
1112
Clean Yield Group
Vermont
$175K +$175K +2,212 New
EA
1113
Edge Advisors
Georgia
$174K +$30.9K +391 +22%
RIM
1114
Rampart Investment Management
Connecticut
$168K +$168K +2,127 New
LA
1115
Legacy Advisors
Pennsylvania
$164K – – –
KTC
1116
Kistler-Tiffany Companies
Pennsylvania
$162K -$13.6K -173 -8%
SQA
1117
Simon Quick Advisors
New Jersey
$158K – – –
FFW
1118
Fusion Family Wealth
New York
$140K -$32.7K -412 -19%
FNB
1119
Farmers National Bank
Kentucky
$136K – – –
M
1120
MOTCO
Texas
$134K -$4.03K -51 -3%
CHC
1121
City Holding Co
West Virginia
$121K – – –
VIM
1122
Veritas Investment Management
United Kingdom
$119K – – –
BCM
1123
Blume Capital Management
California
$119K – – –
CFG
1124
CKW Financial Group
Hawaii
$119K – – –
SIAP
1125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K – – –
43 44
45
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