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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 %
KF
1151
Krilogy Financial
Missouri
$80K – – –
QFA
1152
Quattro Financial Advisors
Texas
$79.1K +$79.1K +1,000 New
GWS
1153
Glassman Wealth Services
Virginia
$79K -$2.94K -37 -4%
SFFS
1154
Stonehage Fleming Financial Services
Jersey
$79K – – –
PC
1155
Permit Capital
Pennsylvania
$79K – – –
AIM
1156
Acrospire Investment Management
Illinois
$79K +$7.9K +100 +11%
FMTCOCP
1157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78.2K – – –
NSB
1158
Norway Savings Bank
Maine
$78K – – –
DAM
1159
Delta Asset Management
Tennessee
$75K -$5.72K -72 -7%
IUHSA
1160
Itau Unibanco Holding S.A.
Brazil
$73K +$10.3K +130 +16%
BWM
1161
Baystate Wealth Management
Massachusetts
$69K +$7.63K +100 +12%
PMFA
1162
Plante Moran Financial Advisors
Michigan
$65K -$83.7K -1,056 -56%
IWM
1163
IHT Wealth Management
Illinois
$64K -$13.8K -177 -18%
MFBTD
1164
MB Financial Bank - Trust Department
Illinois
$64K +$1.5K +19 +2%
PCP
1165
Proficio Capital Partners
Massachusetts
$64K +$40.7K +524 +174%
IDBONY
1166
Israel Discount Bank of New York
New York
$63K -$153K -1,940 -71%
BIG
1167
Bellwether Investment Group
Tennessee
$63K -$5.58K -71 -8%
JWA
1168
JFS Wealth Advisors
Pennsylvania
$63K – – –
IR
1169
Invictus RG
Bermuda
$62K +$13.8K +175 +29%
AII
1170
AGF Investments Inc
Ontario, Canada
$62K +$38.2K +482 +161%
EWM
1171
Edge Wealth Management
New York
$60K -$12.3K -155 -17%
GAM
1172
Gemmer Asset Management
California
$59K – – –
CLOS
1173
Compagnie Lombard Odier SCmA
Switzerland
$59K +$7.08K +90 +14%
FAM
1174
Fred Alger Management
New York
$56K -$876 -11 -2%
ACM
1175
AUA Capital Management
Pennsylvania
$55K -$189K -2,400 -77%
45 46
47
48 49