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American Express
AXP

Overview Fund Activity

1,197 hedge funds and large institutions have $48.3B invested in American Express in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 447 increasing their positions, 490 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
-74
Holders Change %
-5.82%
% of All Funds
31.95%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
94
Increased
447
Reduced
490
Closed
154
Calls
$760M
Puts
$894M
Net Calls
-$133M
Net Calls Change
-$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$770M
2
Dodge & Cox
Dodge & Cox
California
+$566M
3
Goldman Sachs
Goldman Sachs
New York
+$342M
4
Invesco
Invesco
Georgia
+$249M
5
Franklin Resources
Franklin Resources
California
+$234M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Harris Associates
Harris Associates
Illinois
-$393M
3
Capital International Investors
Capital International Investors
California
-$340M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$292M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$16.1M -$2.47M -40,173 -13%
TBC
227
Tweedy, Browne Co
Connecticut
$16M -$229K -3,736 -1%
WBC
228
Westpac Banking Corp
Australia
$15.8M -$2.95K -48 -0%
GIBU
229
Gulf International Bank (UK)
United Kingdom
$15.3M -$1.2M -19,540 -7%
CCMH
230
Cornerstone Capital Management Holdings
New York
$15.3M -$1.57M -25,525 -9%
MIS
231
Morningstar Investment Services
Illinois
$15.1M -$1.6M -26,026 -10%
GAI
232
General American Investors
New York
$15M – – –
VDI
233
Vaughan David Investments
Illinois
$15M +$539K +8,775 +4%
Two Sigma Investments
234
Two Sigma Investments
New York
$14.7M -$70.1M -1,141,578 -83%
MIM
235
Martin Investment Management
Florida
$14.6M -$435K -7,085 -3%
CB
236
Commerce Bank
Missouri
$14.5M +$698K +11,362 +5%
KeyBank National Association
237
KeyBank National Association
Ohio
$14.2M -$137K -2,234 -1%
Lazard Asset Management
238
Lazard Asset Management
New York
$14.2M -$9.39K -153 -0.1%
AF
239
Ally Financial
Michigan
$14M +$2.03M +33,000 +17%
ATN
240
AMF Tjänstepension
Sweden
$13.8M +$1.01M +16,400 +8%
Mawer Investment Management
241
Mawer Investment Management
Alberta, Canada
$13.8M -$17.3M -281,030 -56%
ASRS
242
Arizona State Retirement System
Arizona
$13.6M -$178K -2,900 -1%
PI
243
PineBridge Investments
New York
$13.6M +$12.7M +206,615 +1,364%
Luther King Capital Management (LKCM)
244
Luther King Capital Management (LKCM)
Texas
$13.6M -$13.1M -213,556 -49%
Comerica Bank
245
Comerica Bank
Texas
$13.5M -$268K -4,317 -2%
MA
246
MUFG Americas
New York
$13.2M -$340K -5,538 -3%
IG
247
ING Group
Netherlands
$13.1M -$1.91M -31,097 -13%
Korea Investment Corp
248
Korea Investment Corp
South Korea
$13M -$13.8M -224,549 -52%
SWITC
249
Stewart West Indies Trading Company
Colorado
$12.9M – – –
CIM
250
Calvert Investment Management
Maryland
$12.9M +$9.05M +147,453 +237%
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