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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 %
V
426
Veritable
Delaware
$3.51M -$391K -6,372 -10%
TNB
427
Thomasville National Bank
Georgia
$3.46M +$106K +1,719 +3%
MCM
428
Matarin Capital Management
New York
$3.45M +$2.36M +38,450 +217%
Toronto Dominion Bank
429
Toronto Dominion Bank
Ontario, Canada
$3.45M -$2.93M -47,832 -46%
AAM
430
Advisors Asset Management
Colorado
$3.4M -$664K -10,810 -16%
Creative Planning
431
Creative Planning
Kansas
$3.38M -$363K -5,920 -10%
LSERS
432
Louisiana State Employees Retirement System
Louisiana
$3.37M -$233K -3,800 -6%
LMGAM
433
Liberty Mutual Group Asset Management
Massachusetts
$3.35M +$237K +3,862 +8%
HL
434
HeadInvest LLC
Maine
$3.33M -$9.82K -160 -0.3%
GAG
435
GM Advisory Group
New York
$3.31M +$1.39M +22,684 +73%
SIG
436
Sky Investment Group
Connecticut
$3.27M -$6.45K -105 -0.2%
IP
437
Interval Partners
New York
$3.25M +$2.14M +34,783 +192%
RJT
438
Raymond James Trust
Florida
$3.25M +$1.75M +28,496 +117%
O
439
OppenheimerFunds
New York
$3.23M +$294K +4,839 +10%
CIBC World Market
440
CIBC World Market
Ontario, Canada
$3.18M +$1.5M +24,402 +89%
LTFS
441
Ladenburg Thalmann Financial Services
Florida
$3.15M +$570K +9,286 +22%
PPSG
442
Princeton Portfolio Strategies Group
New Jersey
$3.13M -$192K -3,120 -6%
AT
443
Arden Trust
Delaware
$3.12M -$539K -8,776 -15%
IIC
444
Ironwood Investment Counsel
Arizona
$3.11M +$1.24M +20,190 +66%
DekaBank Deutsche Girozentrale
445
DekaBank Deutsche Girozentrale
Germany
$3.11M -$13.3K -221 -0.4%
UM
446
Ulysses Management
New York
$3.07M +$3.07M +50,000 New
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$3.01M +$1.01M +16,279 +50%
NSEDCP
448
NJ State Employees Deferred Compensation Plan
New Jersey
$2.99M – – –
SDIC
449
South Dakota Investment Council
South Dakota
$2.98M +$792K +12,900 +36%
FTIOP
450
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.95M -$2.3M -37,519 -44%
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