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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 %
AP
751
Advisor Partners
California
$744K -$91.4K -1,489 -11%
NFG
752
Next Financial Group
Texas
$732K +$26.4K +430 +4%
BSW
753
Buckingham Strategic Wealth
Missouri
$732K +$104K +1,697 +17%
GJIC
754
Gamble Jones Investment Counsel
California
$731K -$21.4K -348 -3%
TC
755
Telemus Capital
Michigan
$729K -$1.55M -25,246 -68%
IB
756
Intrust Bank
Kansas
$727K -$565K -9,198 -44%
EM
757
Excalibur Management
Massachusetts
$720K +$52.5K +855 +8%
EHC
758
Everett Harris & Co
California
$708K -$24.3K -395 -3%
KIA
759
Kopp Investment Advisors
Minnesota
$708K +$736 +12 +0.1%
WP
760
WMS Partners
Maryland
$707K -$1.54K -25 -0.2%
ACM
761
Americafirst Capital Management
California
$704K +$704K +11,469 New
BWM
762
Bernicke Wealth Management
Wisconsin
$703K +$48.2K +785 +7%
HFS
763
HL Financial Services
Kentucky
$695K -$417K -6,793 -37%
FB
764
Fulton Bank
Pennsylvania
$693K -$84.8K -1,380 -11%
SBL
765
Sargent Bickham Lagudis
Colorado
$691K +$691K +11,251 New
DPIM
766
Duff & Phelps Investment Management
Illinois
$687K -$174K -2,825 -20%
CIC
767
Cornercap Investment Counsel
Georgia
$686K +$128K +2,085 +23%
AIM
768
Arcadia Investment Management
Michigan
$673K -$184K -2,999 -21%
WTB
769
Washington Trust Bank
Washington
$667K +$28.9K +470 +5%
LCS
770
Levin Capital Strategies
New York
$664K -$668K -10,881 -50%
BAM
771
Berkshire Asset Management
Pennsylvania
$660K -$1.17K -19 -0.2%
ECM
772
Estabrook Capital Management
New York
$659K -$18.4K -300 -3%
AAM
773
Autus Asset Management
Arizona
$655K -$335K -5,459 -34%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$655K +$30.2K +491 +5%
HK
775
Horizon Kinetics
New York
$653K +$653K +10,628 New
29 30
31
32 33