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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 %
GI
1176
Gradient Investments
Minnesota
$55K -$11.9K -149 -18%
LYV
1177
Live Your Vision
Pennsylvania
$55K – – –
RFA
1178
Reilly Financial Advisors
California
$51K – – –
AC
1179
Alexandria Capital
Virginia
$50K – – –
CCA
1180
Catalyst Capital Advisors
New York
$49K -$2.04M -25,615 -98%
AA
1181
AlphaMark Advisors
Kentucky
$49K – – –
CPIG
1182
Chicago Partners Investment Group
Illinois
$49K +$159 +2 +0.3%
DIA
1183
Davidson Investment Advisors
Montana
$48K – – –
LCM
1184
Liberty Capital Management
Michigan
$47K – – –
BRC
1185
Bell Rock Capital
Delaware
$46K +$160 +2 +0.3%
WA
1186
Winfield Associates
Ohio
$44K – – –
HFM
1187
Harvest Fund Management
China
$42K – – –
HCA
1188
Harbour Capital Advisors
Virginia
$41.4K +$41.4K +523 New
TFO
1189
Tarbox Family Office
California
$41K +$316 +4 +0.8%
PAI
1190
Pittenger & Anderson Inc
Nebraska
$40K -$296K -3,700 -88%
HCC
1191
Hirtle Callaghan & Co
Pennsylvania
$40K – – –
CWM
1192
Catamount Wealth Management
Connecticut
$40K – – –
WCMN
1193
Westchester Capital Management (Nebraska)
Nebraska
$40K – – –
IP
1194
Intellectus Partners
California
$40K – – –
AIM
1195
Advantage Investment Management
Iowa
$39K +$21.2K +269 +120%
PCFFS
1196
Pacific Center for Financial Services
California
$38K – – –
EFSCE
1197
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$70.2K -900 -67%
AP
1198
Atwood & Palmer
Missouri
$32K – – –
CPA
1199
Cowen Prime Advisors
New York
$32K +$16K +200 +100%
CCMW
1200
Cypress Capital Management (Wyoming)
Wyoming
$31.6K – – –
46 47
48
49 50