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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 %
GCM
1301
Gladstone Capital Management
United Kingdom
– -$370K -5,000 Closed
HIM
1302
Hermes Investment Management
United Kingdom
– -$367K -4,950 Closed
QCI
1303
Quaker Capital Investments
Pennsylvania
– -$348K -4,700 Closed
Diamond Hill Capital Management
1304
Diamond Hill Capital Management
Ohio
– -$339K -4,573 Closed
MBTD
1305
Mechanics Bank - Trust Department
California
– -$332K -4,484 Closed
MIM
1306
Midwest Investment Management
Ohio
– -$328K -4,434 Closed
BCCM
1307
Bridge Creek Capital Management
Massachusetts
– -$319K -4,300 Closed
LGC
1308
Laurel Grove Capital
California
– -$296K -4,000 Closed
PAM
1309
PT Asset Management
Illinois
– -$293K -3,955 Closed
SAM
1310
SignalPoint Asset Management
Missouri
– -$280K -3,775 Closed
FCBT
1311
First Citizens Bank & Trust
North Carolina
– -$254K -3,424 Closed
SFG
1312
SNS Financial Group
Minnesota
– -$234K -3,160 Closed
HC
1313
Hendley & Co
Ohio
– -$232K -3,135 Closed
CWP
1314
Capital Wealth Planning
Florida
– -$216K -2,911 Closed
BIC
1315
Bridges Investment Counsel
Nebraska
– -$214K -2,900 Closed
PIM
1316
Profit Investment Management
Maryland
– -$208K -2,805 Closed
DCM
1317
Decatur Capital Management
Georgia
– -$206K -2,775 Closed
MAM
1318
Marquette Asset Management
Minnesota
– -$200K -2,704 Closed
SFS
1319
Sowell Financial Services
Arkansas
– -$128K -1,610 Closed
FPF
1320
FNY Partners Fund
New York
– -$111 -1,500 Closed
PCM
1321
Prelude Capital Management
New York
– -$71K -954 Closed
SIG
1322
Stanford Investment Group
California
– -$69K -932 Closed
Group One Trading
1323
Group One Trading
Illinois
– -$54K -725 Closed
BAM
1324
Bruderman Asset Management
New York
– -$48K -644 Closed
EF
1325
Empirical Finance
Pennsylvania
– -$35K -468 Closed
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