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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 %
MA
676
Marshwinds Advisory
Georgia
$1.01M – – –
PAG
677
Private Advisor Group
New Jersey
$999K -$398K -6,520 -28%
ACP
678
Arcus Capital Partners
Georgia
$999K – – –
AIM
679
Anchor Investment Management
South Carolina
$996K +$996K +16,227 New
CA
680
Callahan Advisors
Texas
$996K -$299K -4,870 -23%
AIP
681
Ameritas Investment Partners
Nebraska
$994K +$1.84K +30 +0.2%
Pacer Advisors
682
Pacer Advisors
Pennsylvania
$992K +$26.4K +430 +3%
FNBT
683
FineMark National Bank & Trust
Florida
$985K -$75.4K -1,229 -7%
EOJOAM
684
E. Ohman J:or Asset Management
Sweden
$982K -$154K -2,500 -14%
AWM
685
Avior Wealth Management
Nebraska
$981K +$153K +2,486 +18%
WAM
686
Wolverine Asset Management
Illinois
$979K -$448K -7,300 -31%
FNB
687
First Niagara Bank
New York
$979K -$32.8K -535 -3%
FFA
688
First Foundation Advisors
California
$977K -$21.3M -347,162 -96%
WC
689
Woodstock Corp
Massachusetts
$977K +$776K +12,650 +387%
CPA
690
Capital Planning Advisors
California
$976K +$217K +3,536 +29%
ST
691
Smithfield Trust
Pennsylvania
$971K – – –
Bank of Nova Scotia
692
Bank of Nova Scotia
Ontario, Canada
$961K -$7.36K -120 -0.8%
BOS
693
Bank of Stockton
California
$954K -$53.6K -873 -5%
PG
694
Patten Group
Tennessee
$954K -$35.3K -575 -4%
PGFC
695
Peapack-Gladstone Financial Corp
New Jersey
$954K -$2.25M -36,685 -70%
Mariner
696
Mariner
Kansas
$952K +$63.5K +1,034 +7%
III
697
Independent Investors Inc
New York
$951K – – –
FNT
698
First National Trust
Pennsylvania
$948K -$473K -7,703 -33%
MC
699
Martin Currie
United Kingdom
$946K – – –
BA
700
Birinyi Associates
Connecticut
$942K +$454K +7,400 +93%
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