AXP icon

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 %
MC
526
Middleton & Co
Massachusetts
$2.04M -$1.77M -28,763 -46%
PIM
527
Progressive Investment Management
Oregon
$2.03M – – –
GIM
528
Guardian Investment Management
California
$1.98M -$178K -2,903 -8%
PSUF
529
People's United Financial
Connecticut
$1.98M -$397K -6,465 -17%
UB
530
UMB Bank
Missouri
$1.98M -$212K -3,456 -10%
AW
531
ACG Wealth
Georgia
$1.97M +$566K +9,217 +40%
QT
532
Quantbot Technologies
New York
$1.96M +$1.96M +31,991 New
WIC
533
Willis Investment Counsel
Georgia
$1.95M +$27.6K +450 +1%
KIA
534
KCM Investment Advisors
California
$1.94M -$74.9K -1,220 -4%
SCM
535
Stanley Capital Management
Texas
$1.93M – – –
NMIMC
536
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M -$30.3K -493 -2%
AB
537
Amalgamated Bank
New York
$1.92M +$497K +8,090 +35%
MCMT
538
Moon Capital Management (Tennessee)
Tennessee
$1.92M +$1.92M +31,248 New
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$1.92M +$190K +3,100 +11%
SSP
540
Sapphire Star Partners
Washington
$1.91M – – –
EWM
541
Evercore Wealth Management
New York
$1.87M -$13.3M -217,450 -88%
BCAM
542
Boston Common Asset Management
Massachusetts
$1.86M -$206K -3,350 -10%
PRA
543
Parametric Risk Advisors
Connecticut
$1.84M – – –
WFI
544
West Family Investments
California
$1.84M +$1.84M +30,000 New
TMAM
545
Tokio Marine Asset Management
Japan
$1.83M +$99.2K +1,616 +6%
Jane Street
546
Jane Street
New York
$1.83M +$1.19M +19,377 +185%
HBT
547
Hills Bank & Trust
Iowa
$1.83M +$183K +2,977 +11%
MCM
548
Murphy Capital Management
New Jersey
$1.82M +$528K +8,595 +41%
VRS
549
Virginia Retirement System
Virginia
$1.81M +$1.81M +29,465 New
BAM
550
Barrett Asset Management
New York
$1.8M -$15.3K -250 -0.8%
20 21
22
23 24