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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 %
JIM
301
Jupiter Investment Management
United Kingdom
$8.16M +$8.16M +132,907 New
Skandinaviska Enskilda Banken (SEB)
302
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.15M +$8.15M +132,702 New
Public Sector Pension Investment Board (PSP Investments)
303
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.15M -$4.97M -81,000 -38%
ANI
304
American National Insurance
Texas
$8.01M -$233K -3,800 -3%
HCMNY
305
Howard Capital Management (New York)
New York
$7.94M +$191K +3,116 +2%
AMI
306
Amica Mutual Insurance
Rhode Island
$7.89M +$1.11M +18,000 +16%
WRF
307
Waddell & Reed Financial
Kansas
$7.68M – – –
GH
308
GAM Holding
Switzerland
$7.66M +$802K +13,062 +12%
Zurich Cantonal Bank
309
Zurich Cantonal Bank
Switzerland
$7.65M -$2.8M -45,627 -27%
MAA
310
Matrix Asset Advisors
New York
$7.59M -$113K -1,844 -1%
Rafferty Asset Management
311
Rafferty Asset Management
New York
$7.51M +$2.81M +45,801 +60%
CG
312
Cutler Group
California
$7.4M +$7.22M +117,531 +3,836%
NEI
313
Northwest & Ethical Investments
Ontario, Canada
$7.29M +$141K +2,300 +2%
OC
314
Oppenheimer & Co
New York
$7.22M -$156K -2,535 -2%
OPCM
315
Osborne Partners Capital Management
California
$7.18M -$255K -4,150 -3%
AR
316
Advisory Research
Illinois
$6.98M -$10M -163,560 -59%
OCM
317
Olstein Capital Management
New York
$6.88M +$1.96M +32,000 +40%
BA
318
Bridgewater Associates
Connecticut
$6.87M +$6.87M +111,908 New
TAM
319
Tocqueville Asset Management
New York
$6.8M +$579K +9,432 +9%
IRF
320
IBM Retirement Fund
New York
$6.74M -$6.54M -103,805 -49%
BWFM
321
Bridgewater Wealth & Financial Management
Maryland
$6.73M +$6.73M +109,529 New
MSA
322
Mason Street Advisors
Wisconsin
$6.7M -$8.84K -144 -0.1%
Nomura Holdings
323
Nomura Holdings
Japan
$6.66M -$39.2M -628,168 -85%
CCM
324
Chilton Capital Management
Texas
$6.65M +$2.19M +35,602 +49%
RJFSA
325
Raymond James Financial Services Advisors
Florida
$6.65M +$71.2K +1,159 +1%
11 12
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