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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 %
OMCS
576
Old Mutual Customised Solutions
South Africa
$1.51M +$178K +2,900 +13%
SC
577
Searle & Co
Connecticut
$1.49M – – –
Thrivent Financial for Lutherans
578
Thrivent Financial for Lutherans
Minnesota
$1.48M +$35K +570 +2%
BCM
579
Boltwood Capital Management
California
$1.48M +$1.16M +18,840 +357%
OL
580
Orbitronix LP
California
$1.47M +$1.47M +24,000 New
Daiwa Securities Group
581
Daiwa Securities Group
Japan
$1.45M +$199K +3,240 +16%
WKWM
582
Walter & Keenan Wealth Management
Indiana
$1.45M +$203K +3,300 +16%
Federated Hermes
583
Federated Hermes
Pennsylvania
$1.44M -$21.1K -343 -1%
GIM
584
Grassi Investment Management
California
$1.44M +$3.07K +50 +0.2%
EHWM
585
Eads & Heald Wealth Management
Georgia
$1.43M +$61.2K +997 +4%
EDRS
586
Edmond de Rothschild (Suisse)
Switzerland
$1.42M -$1.4M -22,765 -50%
MIM
587
Midwest Investment Management
Ohio
$1.42M -$15K -245 -1%
SCM
588
Stevens Capital Management
Pennsylvania
$1.42M +$2.76K +45 +0.2%
CC
589
Courier Capital
New York
$1.41M +$2.21K +36 +0.2%
CA
590
Cornerstone Advisors
North Carolina
$1.41M – – –
BB
591
Busey Bank
Illinois
$1.4M -$20.8K -339 -1%
FA
592
FDx Advisors
Illinois
$1.4M -$359K -5,849 -20%
Squarepoint
593
Squarepoint
New York
$1.4M -$271K -4,412 -16%
ACP
594
Ashfield Capital Partners
California
$1.39M -$262K -4,273 -16%
DADC
595
D.A. Davidson & Co
Montana
$1.38M -$1.29M -21,010 -48%
PA
596
Profund Advisors
Maryland
$1.38M -$382K -6,224 -22%
T
597
TOBAM
France
$1.38M +$1.38M +22,434 New
CG
598
Clinton Group
New York
$1.37M +$748K +12,189 +120%
OWD
599
Osborn Williams & Donohoe
Ohio
$1.37M – – –
HPCM
600
High Pointe Capital Management
Illinois
$1.35M -$9.21K -150 -0.7%
22 23
24
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