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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
$3.49B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$235M
4
Bank of America
Bank of America
North Carolina
$666M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$94.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$676M
2
FPA
First Pacific Advisors
California
$265M
3
MC
Maverick Capital
Texas
$668K
4
Goldman Sachs
Goldman Sachs
New York
$473M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1201
Meeder Asset Management
Ohio
$30K +$30K +375 New
CFA
1202
CT Financial Advisors
Pennsylvania
$28.4K – – –
ANBT
1203
American National Bank & Trust
Texas
$26K – – –
SIM
1204
Sonora Investment Management
Arizona
$25.7K +$17.8K +225 +225%
TIM
1205
Tortoise Investment Management
New York
$25K – – –
CCM
1206
Cohen Capital Management
California
$24K +$24K +300 New
ZB
1207
Zions Bancorporation
Utah
$23K -$54.1K -647 -70%
GBT
1208
Grove Bank & Trust
Florida
$23K -$9.52K -120 -29%
CFA
1209
Camarda Financial Advisors
Florida
$23K – – –
FPB
1210
First PREMIER Bank
South Dakota
$22K – – –
AF
1211
Allworth Financial
California
$21K +$962 +12 +5%
AWMS
1212
Advocacy Wealth Management Services
Georgia
$20K – – –
SGAM
1213
Smith Group Asset Management
Texas
$19K – – –
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
JFA
1215
JNBA Financial Advisors
Minnesota
$17K +$2.77K +36 +19%
ICOM
1216
Investment Counselors of Maryland
Maryland
$16K – – –
SA
1217
SRH Advisors
Kansas
$16K – – –
BKA
1218
Brick & Kyle Associates
Pennsylvania
$16K – – –
TC
1219
Trust Company
Kansas
$16K – – –
HI
1220
Hudock Inc
Pennsylvania
$15K -$30K -400 -67%
RWG
1221
Regal Wealth Group
California
$15K – – –
WP
1222
WealthPLAN Partners
Nebraska
$14.4K +$14.4K +185 New
LWM
1223
LBA Wealth Management
Florida
$14K – – –
MUS
1224
Mitsubishi UFJ Securities
Japan
$13K -$13.8K -180 -51%
BG
1225
Bollard Group
Massachusetts
$13K – – –
47 48
49
50 51