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 %
LC
701
Lincoln Capital
Nebraska
$936K -$66.8K -1,088 -7%
PFM
702
PacWest Financial Management
Arizona
$936K -$16.9K -275 -2%
CT
703
Cambridge Trust
Massachusetts
$932K -$41.9K -682 -4%
FWM
704
Frontier Wealth Management
Missouri
$927K -$50.9K -828 -5%
PH
705
Pinnacle Holdings
Oklahoma
$927K -$4.24K -69 -0.5%
SACTSONJ
706
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$926K – – –
BHWM
707
Bar Harbor Wealth Management
New Hampshire
$924K +$26.1K +425 +3%
CCM
708
Cadence Capital Management
Massachusetts
$922K +$240K +3,900 +35%
JPC
709
Jackson Park Capital
Utah
$921K -$2.03M -33,000 -69%
PI
710
Pettee Investors
Connecticut
$921K – – –
RC
711
RBF Capital
California
$921K – – –
LC
712
Loews Corp
New York
$921K +$921K +15,000 New
DVM
713
Dreman Value Management
Florida
$910K +$407K +6,626 +81%
TBNY
714
Trustco Bank (New York)
New York
$905K -$6.14K -100 -0.7%
TCOT
715
Trust Company of Toledo
Ohio
$903K -$39.2K -639 -4%
ED
716
Exane Derivatives
France
$900K +$900K +14,662 New
GIA
717
GHP Investment Advisors
Colorado
$887K -$20.9K -340 -2%
BEAM
718
Baker Ellis Asset Management
Washington
$884K – – –
SBIA
719
Sheaff Brock Investment Advisors
Indiana
$881K -$553K -9,002 -39%
CAM
720
CG Asset Management
New York
$863K -$369K -6,000 -30%
YIA
721
YHB Investment Advisors
Connecticut
$858K -$49.1K -800 -5%
WJA
722
Williams Jones & Associates
New York
$855K -$253K -4,114 -23%
DMC
723
Drexel Morgan & Co
Pennsylvania
$854K -$194K -3,153 -18%
Bessemer Group
724
Bessemer Group
New Jersey
$854K -$67.9K -1,105 -7%
TRCT
725
Tower Research Capital (TRC)
New York
$849K +$849K +13,828 New
27 28
29
30 31