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American Express
AXP

Overview Fund Activity

1,181 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 392 increasing their positions, 501 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
–
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
392
Reduced
501
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$286M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$154M
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$101M
4
O
4
OppenheimerFunds
New York
$104M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$308M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$59.1M
2
JHIU
2
Janus Henderson Investors US
Colorado
$141M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.13B
4
Goldman Sachs
4
Goldman Sachs
New York
$419M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1176
Salem Investment Counselors
North Carolina
$1.81K +$1.81K +2,825 New
LWA
1177
Lowe Wealth Advisors
Maryland
$1K – – –
MWM
1178
MinichMacGregor Wealth Management
New York
$1K – – –
SBL
1179
Sargent Bickham Lagudis
Colorado
$552 -$70 -1,089 -11%
LCS
1180
Levin Capital Strategies
New York
$477 -$160 -2,500 -25%
FNB
1181
Farmers National Bank
Kentucky
$110 +$110 +1,719 New
WG
1182
Winton Group
United Kingdom
– -$31.1M -511,398 Closed
ABTD
1183
Arvest Bank Trust Division
Oklahoma
– -$12.7M -208,646 Closed
CL
1184
Croft-Leominster
Maryland
– -$5.18M -85,255 Closed
NP
1185
NS Partners
United Kingdom
– -$3.6M -59,266 Closed
Northwestern Mutual Wealth Management
1186
Northwestern Mutual Wealth Management
Wisconsin
– -$2.97M -48,951 Closed
Jennison Associates
1187
Jennison Associates
New York
– -$2.62M -43,137 Closed
WF
1188
Welch & Forbes
Massachusetts
– -$2.54M -41,840 Closed
VRS
1189
Virginia Retirement Systems
Virginia
– -$2.5M -41,100 Closed
MCMT
1190
Moon Capital Management (Tennessee)
Tennessee
– -$1.91M -31,486 Closed
LPC
1191
Lone Pine Capital
Connecticut
– -$1.52M -25,000 Closed
ECM
1192
Element Capital Management
New York
– -$1.42M -23,358 Closed
MCM
1193
Maltese Capital Management
New York
– -$1.22M -20,000 Closed
CNC
1194
Citizens & Northern Corp
Pennsylvania
– -$1.2M -19,732 Closed
ISB
1195
Iowa State Bank
Iowa
– -$1.18M -19,438 Closed
MCP
1196
Mirador Capital Partners
California
– -$1.15M -18,054 Closed
MC
1197
Menta Capital
California
– -$954K -15,700 Closed
BCM
1198
Bluefin Capital Management
New York
– -$948K -15,596 Closed
MC
1199
Martin Currie
United Kingdom
– -$936K -15,400 Closed
JT
1200
Jump Trading
Illinois
– -$926K -15,238 Closed
46 47
48
49 50