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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
$1.51B
2
Dodge & Cox
Dodge & Cox
California
$1.62B
3
Goldman Sachs
Goldman Sachs
New York
$524M
4
Invesco
Invesco
Georgia
$627M
5
Franklin Resources
Franklin Resources
California
$328M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Harris Associates
Harris Associates
Illinois
$4.86M
3
Capital International Investors
Capital International Investors
California
$88.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$771M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$153M +$1.01M +16,500 +0.7%
Axa
52
Axa
France
$152M +$33.2M +540,049 +28%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$150M -$6.92M -112,747 -4%
Charles Schwab
54
Charles Schwab
California
$148M +$2.53M +41,243 +2%
HL
55
Harding Loevner
New Jersey
$148M -$3.51M -57,162 -2%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$145M -$5.19M -84,500 -3%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$143M -$3.47M -56,554 -2%
GF
58
Gabelli Funds
New York
$135M +$1.83M +29,800 +1%
FI
59
Focused Investors
California
$128M -$2.79M -45,500 -2%
JHC
60
JFB Holdings Corp
Georgia
$125M +$26M +423,554 +26%
American Century Companies
61
American Century Companies
Missouri
$124M +$73.2M +1,192,060 +143%
CS
62
Credit Suisse
Switzerland
$123M +$6.6M +107,448 +6%
BIM
63
BlackRock Investment Management
Delaware
$118M -$3.86M -62,841 -3%
Deutsche Bank
64
Deutsche Bank
Germany
$115M -$82.3M -1,340,676 -42%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$114M -$9.45M -153,904 -8%
Capital Fund Management (CFM)
66
Capital Fund Management (CFM)
France
$110M +$110M +1,791,450 New
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$109M +$8.57M +139,552 +8%
HCM
68
Herndon Capital Management
Georgia
$105M -$16.4M -266,660 -13%
BA
69
BlackRock Advisors
Delaware
$105M -$2.94M -47,852 -3%
TA
70
Teachers Advisors
New York
$104M +$11.7M +191,083 +13%
BlackRock
71
BlackRock
New York
$103M -$20.5M -333,373 -17%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$99.3M -$1.33M -21,731 -1%
Parnassus Investments
73
Parnassus Investments
California
$98.2M +$12.3M +200,000 +14%
SCM
74
Smead Capital Management
Arizona
$98.1M -$6.34M -103,322 -6%
APG Asset Management
75
APG Asset Management
Netherlands
$97.2M +$64.3M +1,047,800 +196%
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