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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 %
WIM
1126
Westside Investment Management
California
$119K +$31.9K +410 +37%
APSP
1127
Asset Planning Services (Pennsylvania)
Pennsylvania
$116K – – –
SFG
1128
SevenBridge Financial Group
Pennsylvania
$116K – – –
AAP
1129
Arax Advisory Partners
Colorado
$116K +$10.8K +138 +10%
RI
1130
Redwood Investments
Massachusetts
$113K – – –
OFW
1131
Omnia Family Wealth
Florida
$113K – – –
SA
1132
SpiderRock Advisors
Delaware
$112K – – –
CAW
1133
Cornerstone Advisors (Washington)
Washington
$111K -$1.03K -13 -0.9%
MCM
1134
MV Capital Management
Maryland
$111K +$2.62K +33 +2%
FHA
1135
First Horizon Advisors
Tennessee
$109K -$81K -1,040 -43%
CGT
1136
Capital Guardian Trust
California
$104K -$31.6K -400 -23%
MA
1137
MCF Advisors
Kentucky
$101K +$473 +6 +0.5%
SIA
1138
SeaBridge Investment Advisors
New Jersey
$100K +$100K +1,270 New
ACS
1139
Archford Capital Strategies
Illinois
$97K +$97K +1,225 New
HCM
1140
Highlander Capital Management
New Jersey
$95K – – –
TJHA
1141
Thomas J. Herzfeld Advisors
Florida
$95K +$40.2K +507 +73%
WA
1142
WealthTrust-Arizona
Arizona
$91K – – –
TCCM
1143
Timber Creek Capital Management
Massachusetts
$90K -$9.78K -125 -10%
WA
1144
WFG Advisors
Texas
$89K -$21.5K -273 -19%
VCM
1145
Versant Capital Management
Arizona
$89K – – –
FFC
1146
First Financial Corp
Indiana
$89K +$37.2K +473 +72%
EWM
1147
Endurance Wealth Management
Rhode Island
$85K – – –
LWM
1148
Lenox Wealth Management
Ohio
$85K +$2.76K +35 +3%
MWM
1149
Mascoma Wealth Management
New Hampshire
$83K – – –
CLM
1150
ClearBridge LLC (Maryland)
Maryland
$81K -$39.3K -500 -33%
44 45
46
47 48