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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 %
ACM
726
Azimuth Capital Management
Michigan
$844K +$40.2K +655 +5%
MNBTD
727
Moody National Bank Trust Division
Texas
$839K +$16.3K +265 +2%
FDCC
728
Foster Dykema Cabot & Co
Massachusetts
$837K -$41.4K -674 -5%
SSWM
729
Smith Salley Wealth Management
North Carolina
$826K -$18.4K -300 -2%
FIM
730
Fruth Investment Management
Texas
$825K -$6.13K -100 -0.7%
TIM
731
Thompson Investment Management
Wisconsin
$818K – – –
HI
732
Handelsinvest Investeringsforvaltning
Denmark
$804K – – –
ID
733
Integral Derivatives
New York
$800K -$522K -8,500 -39%
ANRIA
734
American National Registered Investment Advisor
Texas
$800K -$3.07K -50 -0.4%
ARMT
735
Amica Retiree Medical Trust
Rhode Island
$796K +$111K +1,800 +16%
WS
736
Wedbush Securities
California
$792K +$85.5K +1,392 +12%
RHBC
737
R.H. Bluestein & Co
Michigan
$792K +$792K +12,900 New
CG
738
Caprock Group
Idaho
$791K +$791K +12,883 New
Diamond Hill Capital Management
739
Diamond Hill Capital Management
Ohio
$785K +$72.7K +1,184 +10%
CFG
740
Citizens Financial Group
Rhode Island
$777K -$11.1K -181 -1%
NBC
741
Neuberger Berman Canada
Ontario, Canada
$771K +$70.7K +1,152 +10%
MCM
742
McMillion Capital Management
North Carolina
$770K – – –
HIC
743
Hartline Investment Corp
Illinois
$768K – – –
GCA
744
Guardian Capital Advisors
Ontario, Canada
$768K +$4.33K +70 +0.6%
SJIM
745
St. Johns Investment Management
Florida
$762K -$32.5K -529 -4%
VFS
746
VSR Financial Services
Kansas
$757K +$171K +2,793 +29%
HCM
747
Hilton Capital Management
New York
$755K – – –
SB
748
Simmons Bank
Arkansas
$752K +$752K +12,240 New
BVDMP
749
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$749K -$246K -4,000 -25%
ACP
750
Aviance Capital Partners
Florida
$747K – – –
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