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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
1
Findlay Park Partners
United Kingdom
$298M
2
State Street
2
State Street
Massachusetts
$2.94B
3
SC
3
Samlyn Capital
New York
$113M
4
Goldman Sachs
4
Goldman Sachs
New York
$597M
5
American Century Companies
5
American Century Companies
Missouri
$273M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.37B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$20M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.05B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$88.5M
5
TAM
5
Troy Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1176
Alexandria Capital
Virginia
$47K – – –
LCM
1177
Liberty Capital Management
Michigan
$46K -$15.7K -205 -25%
AA
1178
AlphaMark Advisors
Kentucky
$46K – – –
CPIG
1179
Chicago Partners Investment Group
Illinois
$46K +$224 +3 +0.5%
IR
1180
Invictus RG
Bermuda
$45K -$75.7K -1,028 -63%
DIA
1181
Davidson Investment Advisors
Montana
$45K – – –
HI
1182
Hudock Inc
Pennsylvania
$44K – – –
BRC
1183
Bell Rock Capital
Delaware
$43K +$43K +574 New
WA
1184
Winfield Associates
Ohio
$41K +$2.61K +35 +7%
HFM
1185
Harvest Fund Management
China
$39K +$39K +530 New
HCC
1186
Hirtle Callaghan & Co
Pennsylvania
$38K -$678K -8,998 -95%
TFO
1187
Tarbox Family Office
California
$38K -$295 -4 -0.8%
IP
1188
Intellectus Partners
California
$38K +$38K +510 New
WCMN
1189
Westchester Capital Management (Nebraska)
Nebraska
$37K – – –
CWM
1190
Catamount Wealth Management
Connecticut
$37K – – –
EF
1191
Empirical Finance
Pennsylvania
$35K +$35K +468 New
PCFFS
1192
Pacific Center for Financial Services
California
$35K +$35K +475 New
SAM
1193
Solaris Asset Management
New York
$31K +$31K +425 New
CCMW
1194
Cypress Capital Management (Wyoming)
Wyoming
$30.3K – – –
AP
1195
Atwood & Palmer
Missouri
$30K – – –
GBT
1196
Grove Bank & Trust
Florida
$30K +$21.2K +290 +242%
EARNEST Partners
1197
EARNEST Partners
Georgia
$30K +$30K +405 New
CFA
1198
CT Financial Advisors
Pennsylvania
$26.6K – – –
MUS
1199
Mitsubishi UFJ Securities
Japan
$26K -$38.6K -520 -60%
ANBT
1200
American National Bank & Trust
Texas
$24K – – –
46 47
48
49 50