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American Express

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less call options, than puts

Call options by funds: $760M | Put options by funds: $894M

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 154

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$760M
Puts
$894M
Net Calls
Net Calls Change

Top Buyers

1 +$770M
2 +$566M
3 +$342M
4
Invesco
Invesco
Georgia
+$249M
5
Franklin Resources
Franklin Resources
California
+$234M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$328M
27
$319M
28
$310M
29
$305M
30
$302M
31
$285M
32
$270M
33
$266M
34
$255M
35
$235M
36
$229M
37
$208M
38
$206M
39
$199M
40
$197M
41
$191M
42
$184M
43
$184M
44
$172M
45
$172M
46
$171M
47
$166M
48
$166M
49
$157M
50
$155M