AXP icon

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 %
CA
326
Cullinan Associates
Kentucky
$6.59M +$448K +7,300 +7%
11A
327
10-15 Associates
New York
$6.47M -$150K -2,447 -2%
CK
328
Cohen Klingenstein
New York
$6.43M – – –
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$6.4M +$1.54M +25,092 +32%
First Trust Advisors
330
First Trust Advisors
Illinois
$6.38M +$3.95M +64,327 +162%
BCM
331
Buckhead Capital Management
Georgia
$6.32M +$112K +1,822 +2%
CL
332
Croft-Leominster
Maryland
$6.23M +$755K +12,293 +14%
BUB
333
BBVA USA Bancshares
Texas
$6.23M -$1.28M -20,800 -17%
PP
334
Paloma Partners
Connecticut
$6.18M +$1.45M +23,589 +31%
AQR Capital Management
335
AQR Capital Management
Connecticut
$6.12M -$9.35M -152,299 -60%
RAM
336
RK Asset Management
Michigan
$6.11M +$116K +1,897 +2%
CBOA
337
Commonwealth Bank of Australia
Australia
$6.03M +$413K +6,731 +7%
B
338
BP
United Kingdom
$6.02M +$3.69M +60,000 +158%
BIM
339
Barton Investment Management
Pennsylvania
$5.97M +$4M +65,175 +204%
V
340
ValueWorks
New York
$5.91M -$35.1K -571 -0.6%
ACPU
341
Arrowgrass Capital Partners (US)
Delaware
$5.79M +$3.88M +63,218 +203%
CTA
342
Chesley Taft & Associates
Illinois
$5.76M +$64.8K +1,055 +1%
WT
343
Whittier Trust
California
$5.76M -$570K -9,291 -9%
DILH
344
Dai-ichi Life Holdings
Japan
$5.75M -$159K -2,585 -3%
MOACM
345
Mutual of America Capital Management
New York
$5.75M +$4.67K +76 +0.1%
BOIA
346
Bush ODonnell Investment Advisors
Missouri
$5.7M +$434K +7,075 +8%
SMDAM
347
Sumitomo Mitsui DS Asset Management
Japan
$5.7M -$76.4K -1,245 -1%
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$5.69M +$12.3K +200 +0.2%
OI
349
Oakbrook Investments
Illinois
$5.63M -$611K -9,950 -10%
TAF
350
Tredje AP-fonden
Sweden
$5.63M +$1.84M +28,535 +49%
12 13
14
15 16