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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 %
FMII
1226
Farmers & Merchants Investments Inc
Nebraska
$12K -$95K -1,195 -89%
HR
1227
Howe & Rusling
New York
$11K -$2.22K -28 -17%
CHP
1228
Cable Hill Partners
Oregon
$10K -$13.8K -170 -58%
Canada Pension Plan Investment Board
1229
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$3.46M -43,833 -100%
ECM
1230
Exchange Capital Management
Michigan
$9K -$73.6K -900 -89%
Carson Wealth (CWM LLC)
1231
Carson Wealth (CWM LLC)
Nebraska
$9K -$763 -10 -8%
AFIA
1232
America First Investment Advisors
Nebraska
$9K – – –
TCM
1233
Tradewinds Capital Management
Washington
$9K +$2.02K +26 +29%
SCA
1234
Stuart Chaussee & Associates
California
$8K -$8K -100 -50%
RBC
1235
Roble Belko & Company
Pennsylvania
$8K – – –
TWMP
1236
Taylor Wealth Management Partners
Massachusetts
$8K – – –
BCI
1237
Brinker Capital Investments
Pennsylvania
$7K – – –
CFD
1238
Creative Financial Designs
Indiana
$5K – – –
AAF
1239
Andra AP-fonden
Sweden
$4.35K -$1.5K -18,900 -26%
AUB
1240
Atlantic Union Bankshares
Virginia
$4.09K +$60 +753 +1%
NCM
1241
New Capital Management
Texas
$4K – – –
NC
1242
NewSquare Capital
Pennsylvania
$4K – – –
HCM
1243
Horrell Capital Management
Arkansas
$3K – – –
CT
1244
Chicago Trust
Illinois
$2.22K -$383 -4,835 -15%
LWA
1245
Lowe Wealth Advisors
Maryland
$2K – – –
MBA
1246
McQueen Ball & Associates
Pennsylvania
$1.73K +$40 +510 +2%
MWM
1247
MinichMacGregor Wealth Management
New York
$1K – – –
HA
1248
Harfst & Associates
Wyoming
$1K +$1K +23 New
GVT
1249
Genesee Valley Trust
New York
$474 -$226 -2,860 -32%
SLF
1250
Sun Life Financial
Ontario, Canada
$409 +$13 +1 +3%
48 49
50
51 52