AXP icon

American Express

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less call options, than puts

Call options by funds: $760M | Put options by funds: $894M

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 154

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$760M
Puts
$894M
Net Calls
Net Calls Change

Top Buyers

1 +$770M
2 +$566M
3 +$342M
4
Invesco
Invesco
Georgia
+$249M
5
Franklin Resources
Franklin Resources
California
+$234M
Name Holding Trade Value Shares
Change
Change in
Stake
776
$651K
777
$648K
778
$642K
779
$641K
780
$633K
781
$631K
782
$623K
783
$619K
784
$615K
785
$614K
786
$611K
787
$606K
788
$604K
789
$602K
790
$601K
791
$600K
792
$596K
793
$595K
794
$592K
795
$592K
796
$588K
797
$587K
798
$581K
799
$581K
800
$579K