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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 %
TIM
1201
Tortoise Investment Management
New York
$23K +$10.9K +150 +90%
CHP
1202
Cable Hill Partners
Oregon
$22K -$6.16K -82 -22%
AII
1203
AGF Investments Inc
Ontario, Canada
$22K – – –
PCP
1204
Proficio Capital Partners
Massachusetts
$22K +$3.07K +42 +16%
CFA
1205
Camarda Financial Advisors
Florida
$21K – – –
FPB
1206
First PREMIER Bank
South Dakota
$20K – – –
AF
1207
Allworth Financial
California
$19K – – –
AWMS
1208
Advocacy Wealth Management Services
Georgia
$18K +$2.17K +30 +14%
SGAM
1209
Smith Group Asset Management
Texas
$18K +$2.94K +40 +20%
PFGIA
1210
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +233 New
AA
1211
Ancora Advisors
Ohio
$18K +$18K +250 New
AIM
1212
Advantage Investment Management
Iowa
$17K +$7.56K +100 +80%
IWA
1213
IBEX Wealth Advisors
New Jersey
$16K +$16K +209 New
BKA
1214
Brick & Kyle Associates
Pennsylvania
$15K – – –
SA
1215
SRH Advisors
Kansas
$15K – – –
TC
1216
Trust Company
Kansas
$15K – – –
CPA
1217
Cowen Prime Advisors
New York
$15K – – –
MMG
1218
Monetary Management Group
Missouri
$15K – – –
ICOM
1219
Investment Counselors of Maryland
Maryland
$15K – – –
SCA
1220
Stuart Chaussee & Associates
California
$15K +$7.5K +100 +100%
JFA
1221
JNBA Financial Advisors
Minnesota
$14K -$378K -4,998 -96%
RWG
1222
Regal Wealth Group
California
$14K – – –
LWM
1223
LBA Wealth Management
Florida
$13K – – –
HR
1224
Howe & Rusling
New York
$12K – – –
BG
1225
Bollard Group
Massachusetts
$12K +$75 +1 +0.6%
47 48
49
50 51