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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 %
Carson Wealth (CWM LLC)
1226
Carson Wealth (CWM LLC)
Nebraska
$9K -$14.8K -211 -62%
AFIA
1227
America First Investment Advisors
Nebraska
$9K – – –
IWC
1228
Integrated Wealth Counsel
California
$8K – – –
SIM
1229
Sonora Investment Management
Arizona
$7.41K -$2.59K -35 -26%
AWM
1230
AllSquare Wealth Management
New York
$7K -$8.07K -113 -54%
DPA
1231
Delphi Private Advisors
California
$7K -$4.72K -64 -40%
TWMP
1232
Taylor Wealth Management Partners
Massachusetts
$7K – – –
TCM
1233
Tradewinds Capital Management
Washington
$7K – – –
RBC
1234
Roble Belko & Company
Pennsylvania
$7K +$7K +98 New
BCI
1235
Brinker Capital Investments
Pennsylvania
$6K – – –
CFD
1236
Creative Financial Designs
Indiana
$5K +$5K +66 New
Capstone Investment Advisors
1237
Capstone Investment Advisors
New York
$5K +$5K +80 New
FAN
1238
Financial Advisors Network
California
$4.38K +$4.38K +57 New
NC
1239
NewSquare Capital
Pennsylvania
$4K – – –
RFS
1240
Rockefeller Financial Services
New York
$4K – – –
NCM
1241
New Capital Management
Texas
$4K +$4K +50 New
LS
1242
Livforsakringsbolaget Skandia
Sweden
$3.59K +$466 +6,290 +15%
PCTC
1243
Perkins Coie Trust Company
Washington
$3K -$9.38K -125 -76%
HCM
1244
Horrell Capital Management
Arkansas
$3K – – –
AWM
1245
Arbor Wealth Management
Florida
$2.87K -$368 -4,662 -11%
PRS
1246
Pinkerton Retirement Specialists
Idaho
$2K -$485 -8 -20%
HPBT
1247
High Point Bank & Trust
North Carolina
$2K – – –
VNA
1248
Valley National Advisers
Pennsylvania
$2K – – –
LWA
1249
Lowe Wealth Advisors
Maryland
$1K – – –
MWM
1250
MinichMacGregor Wealth Management
New York
$1K – – –
48 49
50
51 52