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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 %
HCM
476
Horan Capital Management
Maryland
$2.53M +$1.88M +30,644 +291%
FCMC
477
Founders Capital Management (Connecticut)
Connecticut
$2.51M +$404K +6,578 +19%
BHA
478
Beech Hill Advisors
New York
$2.46M +$81.4K +1,325 +3%
JC
479
Jacobs & Co
California
$2.44M +$223K +3,635 +10%
ECM
480
Element Capital Management
New York
$2.44M +$305K +4,975 +14%
DWT
481
Dorsey & Whitney Trust
South Dakota
$2.43M +$468K +7,616 +24%
RBA
482
Richard Bernstein Advisors
New York
$2.42M +$2.42M +39,435 New
RW
483
Rand Wealth
Maryland
$2.42M – – –
SKK
484
Shepherd Kaplan Krochuk
Massachusetts
$2.41M +$755K +12,305 +46%
UR
485
USCA RIA
Texas
$2.4M +$551K +8,973 +30%
BBHC
486
Brown Brothers Harriman & Co
New York
$2.4M -$24.5K -399 -1%
GD
487
Grandfield & Dodd
New York
$2.39M -$14.1K -230 -0.6%
Fiera Capital (Canada)
488
Fiera Capital (Canada)
Quebec, Canada
$2.37M -$411K -6,683 -15%
AWM
489
Arbor Wealth Management
Florida
$2.37M +$179K +2,763 +8%
CT
490
Chicago Trust
Illinois
$2.37M +$38.3K +623 +2%
PGIM
491
Pacific Global Investment Management
California
$2.36M -$44.8K -729 -2%
MYLI
492
Meiji Yasuda Life Insurance
Japan
$2.34M +$179K +2,920 +8%
GC
493
Grace Capital
Massachusetts
$2.33M -$77.4K -1,260 -3%
TCT
494
TIAA CREF Trust
Missouri
$2.33M -$85.9K -1,399 -4%
HDE
495
Hutner Daniel Ellsworth
$2.33M -$27.6K -450 -1%
SF
496
Synovus Financial
Georgia
$2.32M +$21.8K +356 +1%
RB
497
Rodgers Brothers
Pennsylvania
$2.29M +$909K +14,800 +66%
KRSITF
498
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.28M +$353K +5,745 +18%
NB
499
NBT Bank
New York
$2.26M -$46.2K -753 -2%
FNFDCM
500
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.24M -$147K -2,400 -6%
18 19
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