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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 %
IAA
501
Ironsides Asset Advisors
North Carolina
$2.24M -$9.82K -160 -0.4%
SAIG
502
Semper Augustus Investments Group
Colorado
$2.23M +$728K +11,852 +49%
PIM
503
Perkins Investment Management
Illinois
$2.22M +$236K +3,846 +12%
PL
504
Perpetual Ltd
Australia
$2.22M +$374K +6,100 +20%
Millennium Management
505
Millennium Management
New York
$2.21M -$1.28M -20,840 -37%
NLI
506
Nippon Life Insurance
Japan
$2.2M -$4.36K -71 -0.2%
Los Angeles Capital Management
507
Los Angeles Capital Management
California
$2.2M – – –
PC
508
Pecaut & Co
Iowa
$2.2M -$18.4K -300 -0.8%
FBNAT
509
FirstMerit Bank N.A. Trustee
Ohio
$2.17M -$270K -4,396 -11%
RS
510
Robeco Schweiz
Switzerland
$2.16M +$2.16M +35,790 New
CCM
511
Covington Capital Management
California
$2.16M -$225K -3,662 -9%
IAM
512
Impax Asset Management
New Hampshire
$2.15M – – –
VST
513
Van Strum & Towne
California
$2.15M – – –
BWAM
514
Boyd Watterson Asset Management
Ohio
$2.15M +$38.3K +623 +2%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$2.15M -$6.94K -113 -0.3%
NB
516
Norinchukin Bank
Japan
$2.14M +$170K +2,767 +9%
MCA
517
Mercer Capital Advisers
New Jersey
$2.13M +$8.35K +136 +0.4%
Cambridge Investment Research Advisors
518
Cambridge Investment Research Advisors
Iowa
$2.09M -$212K -3,459 -9%
DG
519
Davidson & Garrard
Virginia
$2.09M -$649K -10,567 -24%
SAM
520
Southernsun Asset Management
Tennessee
$2.08M +$398K +6,490 +24%
CCM
521
CrestPoint Capital Management
Missouri
$2.06M +$952K +15,500 +86%
PRCM
522
Pine River Capital Management
Minnesota
$2.05M +$331K +5,400 +19%
LH
523
Lebenthal Holdings
New York
$2.05M +$1.56M +25,491 +322%
DT
524
Diversified Trust
Tennessee
$2.05M +$1.83M +29,825 +843%
JIC
525
Johnson Investment Counsel
Ohio
$2.04M -$16.5K -269 -0.8%
19 20
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