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 %
CB
776
Community Bank
New York
$651K +$42.7K +695 +7%
BFG
777
Beacon Financial Group
Texas
$648K +$14.1K +234 +2%
OA
778
Outfitter Advisors
Virginia
$642K -$965K -15,715 -60%
PAI
779
Pittenger & Anderson Inc
Nebraska
$641K -$524K -8,535 -45%
VKH
780
Virtu KCG Holdings
New York
$633K -$704K -11,458 -53%
WCA
781
Waratah Capital Advisors
Ontario, Canada
$631K +$631K +10,280 New
DCM
782
Donaldson Capital Management
Indiana
$623K -$287K -4,675 -32%
PWP
783
Private Wealth Partners
California
$619K -$2.12M -34,575 -77%
IPC
784
Independent Portfolio Consultants
Florida
$615K -$14.8K -241 -2%
SOAMC
785
Spirit of America Management Corp
New York
$614K – – –
BFC
786
Blue Fin Capital
Rhode Island
$611K -$162K -2,635 -21%
ADL
787
Asset Dedication LLC
California
$606K +$29.6K +482 +5%
HCC
788
Hirtle Callaghan & Co
Pennsylvania
$604K +$517K +8,446 +594%
WA
789
WBH Advisory
Maryland
$602K -$26.2K -426 -4%
JIC
790
Joel Isaacson & Co
New York
$601K -$61.4K -1,000 -9%
GVT
791
Genesee Valley Trust
New York
$600K +$9.64K +157 +2%
P
792
Pitcairn
Pennsylvania
$596K -$131K -2,126 -18%
BC
793
Brinker Capital
Pennsylvania
$595K +$98.7K +1,609 +20%
EB
794
Eastern Bank
Massachusetts
$592K -$37.5K -612 -6%
FMBTD
795
First Midwest Bank Trust Division
Illinois
$592K -$1.66K -27 -0.3%
FWCM
796
Ferguson Wellman Capital Management
Oregon
$588K -$34.7K -565 -6%
GC
797
Grimes & Company
Massachusetts
$587K – – –
RG
798
Rathbones Group
United Kingdom
$581K -$174K -2,840 -23%
CBU
799
CIBC Bank USA
Illinois
$581K -$18.3K -298 -3%
LDB
800
Lee, Danner & Bass
Tennessee
$579K -$22.5K -340 -4%
30 31
32
33 34