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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 %
AIM
451
Allen Investment Management
New York
$2.93M -$23.1K -377 -0.8%
BCM
452
Birmingham Capital Management
Alabama
$2.91M +$124K +2,025 +4%
HC
453
Hendley & Co
Ohio
$2.88M -$15.3K -250 -0.5%
SJL
454
Shayne & Jacobs LLC
Tennessee
$2.87M – – –
MYAM
455
Meiji Yasuda Asset Management
Japan
$2.85M -$200K -3,260 -7%
CI
456
Conning Inc
Connecticut
$2.85M +$874K +15,680 +44%
AIA
457
Alerus Investment Advisors
Minnesota
$2.83M +$21.1K +343 +0.7%
PFP
458
Pinnacle Financial Partners
Tennessee
$2.82M +$574K +9,343 +26%
AUB
459
Atlantic Union Bankshares
Virginia
$2.78M +$253K +4,114 +10%
NIPH
460
NN Investment Partners Holdings
Netherlands
$2.78M +$2.78M +45,229 New
BF
461
BOK Financial
Oklahoma
$2.77M -$119K -1,936 -4%
DC
462
Davenport & Co
Virginia
$2.76M +$71.7K +1,167 +3%
MHC
463
Meyer Handelman Company
New York
$2.76M – – –
HW
464
Hedeker Wealth
Illinois
$2.69M +$1.18M +19,180 +78%
CTC
465
Central Trust Company
Missouri
$2.68M -$220K -3,589 -8%
SC
466
Scotia Capital
Ontario, Canada
$2.67M -$1.39M -22,560 -34%
WF
467
Welch & Forbes
Massachusetts
$2.67M -$129K -2,105 -5%
HTC
468
Haverford Trust Company
Pennsylvania
$2.66M -$56.4M -918,660 -96%
PL
469
Parthenon LLC
Kentucky
$2.64M -$9.21K -150 -0.3%
BFM
470
Boston Financial Management
Massachusetts
$2.62M -$3.41M -55,581 -57%
AT
471
Argent Trust
Texas
$2.58M +$721K +11,742 +39%
EDRH
472
Edmond de Rothschild Holding
Switzerland
$2.57M -$2.95M -48,081 -53%
Mirae Asset Global Investments
473
Mirae Asset Global Investments
South Korea
$2.56M +$1.01M +16,395 +65%
GIM
474
Goelzer Investment Management
Indiana
$2.55M +$112K +1,827 +5%
CIA
475
Choate Investment Advisors
Massachusetts
$2.54M +$162K +2,636 +7%
17 18
19
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