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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 %
Robeco Institutional Asset Management
401
Robeco Institutional Asset Management
Netherlands
$4.06M +$1.54M +25,140 +61%
Truist Financial
402
Truist Financial
North Carolina
$4.06M -$395K -6,434 -9%
IMOV
403
Investment Management of Virginia
Virginia
$4.05M +$1.56M +25,410 +63%
RC
404
Roundview Capital
New Jersey
$4M +$64.6K +1,052 +2%
SI
405
Stephens Inc
Arkansas
$4M +$822K +13,390 +26%
SC
406
SouthState Corp
Florida
$3.97M -$254K -4,135 -6%
SIM
407
Sentry Investment Management
Wisconsin
$3.97M -$115K -1,865 -3%
KAM
408
Knightsbridge Asset Management
California
$3.96M +$3.96M +64,520 New
GG
409
Greenwood Gearhart
Arkansas
$3.9M +$347K +5,646 +10%
SMI
410
Shelter Mutual Insurance
Missouri
$3.88M – – –
DBT
411
Dubuque Bank & Trust
Iowa
$3.87M +$1.04M +16,866 +37%
CCFCSB
412
Cape Cod Five Cents Savings Bank
Massachusetts
$3.82M -$282K -4,600 -7%
AIC
413
Argus Investors Counsel
New York
$3.81M +$129K +2,100 +4%
COPPSERS
414
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.73M +$378K +6,149 +11%
WTC
415
WhitTier Trust Company
Nevada
$3.71M -$346K -5,642 -9%
SAMNY
416
Samsung Asset Management (New York)
New York
$3.69M +$1.6M +26,060 +77%
MIC
417
MU Investments Company
Japan
$3.65M – – –
DL
418
Delta Lloyd
Netherlands
$3.62M -$471K -7,674 -12%
1SB
419
1ST Source Bank
Indiana
$3.59M +$125K +2,033 +4%
SIRP
420
Shelter Insurance Retirement Plan
Missouri
$3.57M – – –
FCT
421
Family Capital Trust
Massachusetts
$3.57M +$216K +3,514 +6%
PP
422
Patten & Patten
Tennessee
$3.55M -$232K -3,771 -6%
PMG
423
ProVise Management Group
Florida
$3.55M +$617K +10,047 +21%
LIC
424
Lodestar Investment Counsel
Illinois
$3.52M -$74.4K -1,211 -2%
TG
425
TCW Group
California
$3.52M -$45.9K -748 -1%
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17
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