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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
$1.51B
2
Dodge & Cox
Dodge & Cox
California
$1.62B
3
Goldman Sachs
Goldman Sachs
New York
$524M
4
Invesco
Invesco
Georgia
$627M
5
Franklin Resources
Franklin Resources
California
$328M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Harris Associates
Harris Associates
Illinois
$4.86M
3
Capital International Investors
Capital International Investors
California
$88.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$771M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$328M +$234M +3,810,315 +248%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$319M +$108M +1,754,352 +51%
Ameriprise
28
Ameriprise
Minnesota
$310M -$89.2M -1,452,810 -22%
IC
29
Institutional Capital
Illinois
$305M -$8.87M -144,472 -3%
Baillie Gifford & Co
30
Baillie Gifford & Co
United Kingdom
$302M +$9.83M +160,031 +3%
Artisan Partners
31
Artisan Partners
Wisconsin
$285M +$34.2M +557,352 +14%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$270M -$18.1M -295,475 -6%
RCWMU
33
Rothschild & Co Wealth Management (UK)
United Kingdom
$266M +$50.5M +821,745 +23%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$255M +$223M +3,638,417 +709%
ClearBridge Investments
35
ClearBridge Investments
New York
$235M -$10.3M -167,563 -4%
Legal & General Group
36
Legal & General Group
United Kingdom
$229M +$2.26M +36,796 +1%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$208M +$11.1M +180,518 +6%
TCIM
38
TIAA CREF Investment Management
New York
$206M -$46M -749,542 -18%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$199M -$276M -4,497,299 -58%
UBS AM
40
UBS AM
Illinois
$197M +$2.95M +47,968 +2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$191M +$53.9M +877,938 +39%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M +$127K +2,109 +0.1%
PP
43
Prudential plc
United Kingdom
$184M +$13M +212,299 +8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$172M -$18.9M -307,684 -10%
SOMRS
45
State of Michigan Retirement System
Michigan
$172M -$9.46M -154,000 -5%
GI
46
GAMCO Investors
Connecticut
$171M +$6.09M +99,179 +4%
Wells Fargo
47
Wells Fargo
California
$166M -$59.5M -969,355 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$166M -$13.6M -222,233 -8%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$157M -$2.86M -46,534 -2%
RFC
50
Russell Frank Company
Washington
$155M +$19.9M +324,459 +15%
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