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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 %
SCM
801
Shelton Capital Management
Colorado
$577K -$6.14K -100 -1%
LPC
802
Loeb Partners Corp
New York
$577K – – –
TH
803
TCTC Holdings
Texas
$570K -$6.75K -110 -1%
PIM
804
Penobscot Investment Management
Massachusetts
$566K -$5.22K -85 -0.9%
HTI
805
Hikari Tsushin Inc
Japan
$565K – – –
WSC
806
Wellington Shields & Co
New York
$565K – – –
FDS
807
First Dallas Securities
Texas
$562K +$104K +1,700 +23%
HSA
808
HBK Sorce Advisory
Pennsylvania
$562K +$562K +9,155 New
PTB
809
Pioneer Trust Bank
Oregon
$561K +$48.8K +795 +10%
FIM
810
Freedom Investment Management
Connecticut
$560K -$15K -245 -3%
AI
811
Atria Investments
North Carolina
$555K +$35.9K +584 +7%
FBT
812
First Bankers Trust
Kentucky
$554K -$4.3K -70 -0.8%
IC
813
Investment Counsel
Michigan
$554K +$189K +3,071 +52%
GP
814
GLG Partners
United Kingdom
$553K – – –
NI
815
Numeric Investors
Massachusetts
$553K +$553K +9,000 New
LRPA
816
L. Roy Papp & Associates
Arizona
$547K -$114K -1,850 -17%
CCT
817
Chemung Canal Trust
New York
$545K -$22.9K -373 -4%
IHL
818
Investment House LLC
California
$545K -$10.7K -175 -2%
CDH
819
Charles D. Hyman
$543K -$129K -2,100 -19%
MC
820
Maverick Capital
Texas
$543K +$319K +5,200 +143%
MFW
821
Mosaic Family Wealth
Missouri
$542K +$6.32K +103 +1%
ST
822
Sabal Trust
Florida
$540K -$61.4K -1,000 -10%
EFS
823
Essex Financial Services
Connecticut
$529K -$108K -1,755 -17%
BIC
824
Beach Investment Counsel
Pennsylvania
$528K – – –
BPCE
825
Bank Pictet & Cie (Europe)
Germany
$523K +$46.4K +755 +10%
31 32
33
34 35