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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 %
CAM
601
Cypress Asset Management
Texas
$1.35M -$15K -245 -1%
LCM
602
Leisure Capital Management
California
$1.34M +$22.1K +360 +2%
FCH
603
Freestone Capital Holdings
Washington
$1.34M +$404K +6,574 +43%
CWM
604
Concert Wealth Management
California
$1.32M +$70.8K +1,160 +6%
SLI
605
Sumitomo Life Insurance
Japan
$1.32M -$39.8K -649 -3%
PIA
606
Peachtree Investment Advisors
Georgia
$1.32M -$3.07K -50 -0.2%
TCOV
607
Trust Company of Vermont
Vermont
$1.31M +$35.2K +574 +3%
ONB
608
Old National Bancorp
Indiana
$1.31M -$586K -9,543 -31%
ASC
609
Atalanta Sosnoff Capital
New York
$1.3M -$21M -342,390 -94%
IA
610
Icon Advisers
Colorado
$1.3M – – –
SAM
611
Sunnymeath Asset Management
New Jersey
$1.3M +$1.14M +18,580 +715%
WIA
612
Westbourne Investment Advisors
Maryland
$1.3M -$82.3K -1,340 -6%
MBA
613
McQueen Ball & Associates
Pennsylvania
$1.29M +$33.3K +543 +3%
SCM
614
Sterneck Capital Management
Missouri
$1.25M -$69.7K -1,135 -5%
WOC
615
West Oak Capital
California
$1.25M -$95.2K -1,550 -7%
ISL
616
Ingalls & Snyder LLC
New York
$1.25M +$310K +5,054 +33%
SBWM
617
Sunflower Bank Wealth Management
Arizona
$1.24M – – –
KCM
618
Kanawha Capital Management
Virginia
$1.23M +$523K +8,520 +74%
AIC
619
Ayalon Insurance Company
Israel
$1.23M +$345K +5,655 +39%
MC
620
Moors & Cabot
Massachusetts
$1.23M -$267K -4,353 -18%
CC
621
ClearArc Capital
Ohio
$1.23M -$30K -488 -2%
MM
622
Midas Management
New York
$1.23M – – –
BA
623
Bennicas & Associates
California
$1.22M -$55.3K -900 -4%
CONA
624
Capital One National Association
New York
$1.21M +$3.87K +63 +0.3%
Aristotle Capital Management
625
Aristotle Capital Management
California
$1.21M +$61.4K +1,000 +5%
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