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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 %
CCA
351
Cobblestone Capital Advisors
New York
$5.49M +$458K +7,451 +9%
ST
352
Spot Trading
Illinois
$5.47M -$7.95M -129,532 -59%
NRS
353
Neville Rodie & Shaw
New York
$5.29M +$422K +6,875 +9%
CIP
354
Convergence Investment Partners
Florida
$5.27M +$5.27M +85,821 New
APFBOT
355
Amica Pension Fund Board of Trustees
Rhode Island
$5.24M +$829K +13,500 +19%
SW
356
SVB Wealth
Massachusetts
$5.2M -$872K -14,199 -14%
WAM
357
World Asset Management
Michigan
$5.09M -$610K -9,939 -11%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$5.08M +$26.2K +426 +0.5%
CIP
359
Chartwell Investment Partners
Pennsylvania
$5.04M +$645K +10,500 +15%
LT
360
LJ Trust
Nevada
$5.03M – – –
BFA
361
Bragg Financial Advisors
North Carolina
$5.03M +$836K +13,620 +20%
CHCM
362
Columbus Hill Capital Management
New Jersey
$4.97M +$4.97M +81,000 New
YP
363
Yellowstone Partners
Idaho
$4.96M -$230K -3,742 -4%
EMG
364
ETF Managers Group
New Jersey
$4.87M +$4.87M +61,549 New
Harris Associates
365
Harris Associates
Illinois
$4.86M -$393M -6,393,508 -99%
GA
366
GFS Advisors
Texas
$4.86M +$364K +5,930 +8%
WAM
367
Winslow Asset Management
Ohio
$4.86M -$847K -13,795 -15%
SAM
368
Securian Asset Management
Minnesota
$4.85M -$61.2K -996 -1%
CAM
369
Carret Asset Management
New York
$4.85M -$21.2K -345 -0.4%
PVH
370
Psagot Value Holdings
Israel
$4.83M -$303K -4,933 -6%
LAM
371
Lebenthal Asset Management
New York
$4.8M +$4.8M +78,105 New
LS
372
Livforsakringsbolaget Skandia
Sweden
$4.78M – – –
CIC
373
Cutler Investment Counsel
Oregon
$4.76M +$62.6K +1,019 +1%
CSIC
374
Clifford Swan Investment Counsel
California
$4.75M +$585K +9,523 +14%
FG
375
Fiduciary Group
Georgia
$4.72M -$113K -1,846 -2%
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