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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 %
KBC Group
276
KBC Group
Belgium
$10.1M -$2.36M -38,472 -19%
FBA
277
Front Barnett Associates
Illinois
$9.99M +$671K +10,922 +7%
SB
278
Suntrust Banks
Georgia
$9.92M +$198K +3,223 +2%
MIM
279
Manitou Investment Management
Ontario, Canada
$9.88M +$3.93M +64,007 +66%
William Blair & Company
280
William Blair & Company
Illinois
$9.79M -$1.11M -18,056 -10%
TU
281
TDAM USA
Ontario, Canada
$9.69M -$1.74M -28,368 -15%
BFS
282
Bradley Foster & Sargent
Connecticut
$9.66M -$590K -9,614 -6%
RMA
283
Roffman Miller Associates
Pennsylvania
$9.65M +$45.9K +748 +0.5%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$9.62M +$317K +5,164 +3%
MAM
285
Martingale Asset Management
Massachusetts
$9.59M +$9.59M +156,219 New
GRQ
286
Gardner Russo & Quinn
Pennsylvania
$9.32M +$108K +1,755 +1%
RCM
287
Riverhead Capital Management
Delaware
$9.29M +$5.25M +85,549 +130%
CS
288
Central Securities
New York
$9.21M – – –
URS
289
Utah Retirement Systems
Utah
$9.17M -$350K -5,700 -4%
SAM
290
Silvercrest Asset Management
New York
$8.86M -$1.75M -28,519 -16%
ZIG
291
Zurich Insurance Group
Switzerland
$8.84M +$2.38M +38,809 +37%
NCM
292
Noesis Capital Mangement
Florida
$8.5M +$2.99M +48,662 +54%
FIB
293
First Interstate Bank
Montana
$8.44M +$2.47M +40,212 +41%
Mitsubishi UFJ Asset Management
294
Mitsubishi UFJ Asset Management
Japan
$8.41M +$266K +4,328 +3%
GGI
295
Godsey & Gibb Inc
Virginia
$8.34M -$441K -7,180 -5%
DJSG
296
D.J. St. Germain
Massachusetts
$8.33M -$157K -2,565 -2%
IAM
297
Integre Asset Management
New York
$8.26M +$3.84M +62,589 +87%
JAM
298
Jupiter Asset Management
United Kingdom
$8.25M -$552K -8,998 -6%
BTS
299
BB&T Securities
Virginia
$8.21M -$457K -7,437 -5%
Handelsbanken Fonder
300
Handelsbanken Fonder
Sweden
$8.2M -$10M -162,882 -55%
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