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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 %
VV
551
Verity & Verity
South Carolina
$1.79M +$207K +3,374 +13%
GLRA
552
Gerald L. Ray & Associates
Texas
$1.77M -$127K -2,070 -7%
MM
553
Meridian Management
Arkansas
$1.76M – – –
RMAM
554
Raab & Moskowitz Asset Management
New Jersey
$1.75M -$345K -5,623 -16%
KCPG
555
Kavar Capital Partners Group
Kansas
$1.72M +$6.63K +108 +0.4%
B
556
BancorpSouth
Mississippi
$1.7M +$849K +13,835 +99%
CC
557
Colrain Capital
Massachusetts
$1.69M +$491K +8,000 +41%
NA
558
Navellier & Associates
Nevada
$1.69M +$110K +1,785 +7%
FT
559
Fiduciary Trust
Massachusetts
$1.69M +$38.8K +632 +2%
BFO
560
Boston Family Office
Massachusetts
$1.68M -$82.9K -1,350 -5%
SSB
561
Sandy Spring Bank
Maryland
$1.68M -$110K -1,796 -6%
CSS
562
Cubist Systematic Strategies
Connecticut
$1.67M +$154K +2,508 +10%
KCMRT
563
Kemper Corp Master Retirement Trust
Illinois
$1.66M – – –
BAC
564
Boys Arnold & Co
North Carolina
$1.66M -$4.9M -79,860 -75%
CAM
565
Columbia Asset Management
Michigan
$1.62M +$719K +11,715 +80%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$1.61M +$1.6M +26,607 +27,716%
LIA
567
LS Investment Advisors
Michigan
$1.6M +$40.8K +665 +3%
HCM
568
Hodges Capital Management
Texas
$1.59M +$94.2K +1,534 +6%
RGI
569
River Global Investors
United Kingdom
$1.59M -$94.6K -1,540 -6%
FSA
570
Franklin Street Advisors
North Carolina
$1.56M -$59.9K -975 -4%
MERSOM
571
Municipal Employees' Retirement System of Michigan
Michigan
$1.55M -$30.1K -490 -2%
LPC
572
Lone Pine Capital
Connecticut
$1.54M +$1.46M +23,719 +1,852%
WSFS
573
Wilmington Savings Fund Society
Delaware
$1.53M -$116K -1,887 -7%
NCM
574
Narwhal Capital Management
Georgia
$1.52M +$15.4K +250 +1%
BBA
575
BLB&B Advisors
Pennsylvania
$1.51M -$108K -1,754 -7%
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