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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 %
EIM
826
Essex Investment Management
Massachusetts
$523K +$196K +3,185 +60%
CTI
827
Community Trust & Investment
Kentucky
$522K – – –
IH
828
IFC Holdings
Florida
$517K +$137K +2,253 +36%
CCMG
829
Clark Capital Management Group
Pennsylvania
$516K +$18.9K +308 +4%
TF
830
Tompkins Financial
New York
$514K -$81.8K -1,331 -14%
MMPW
831
Mitchell McLeod Pugh & Williams
Alabama
$514K – – –
FAAS
832
First Allied Advisory Services
California
$510K +$64.4K +1,044 +14%
FCI
833
Financial Counselors Inc
Kansas
$509K -$74.5K -1,214 -13%
PAM
834
Palisade Asset Management
Minnesota
$506K – – –
GWCM
835
Godshalk Welsh Capital Management
Pennsylvania
$506K +$18.4K +300 +4%
BC
836
Burney Company
Virginia
$504K +$199K +3,237 +65%
Acadian Asset Management
837
Acadian Asset Management
Massachusetts
$503K -$1.04K -17 -0.2%
GL
838
GLG LLC
New York
$503K +$503K +8,200 New
NGA
839
Naples Global Advisors
Florida
$502K -$576K -9,370 -53%
W
840
Wealthfront
California
$501K +$64.3K +1,047 +15%
IIM
841
Ipswich Investment Management
Massachusetts
$500K -$6.4K -100 -1%
MAM
842
Mizuho Asset Management
Japan
$498K -$382K -4,896 -43%
FPCG
843
Fort Pitt Capital Group
Pennsylvania
$496K +$12.3K +200 +3%
CWA
844
Cypress Wealth Advisors
California
$494K -$85.3K -1,390 -15%
AAM
845
Auxier Asset Management
Oregon
$492K – – –
CBA
846
Coastal Bridge Advisors
Connecticut
$488K -$61 -1 -0%
IAMOG
847
Investors Asset Management of Georgia
Georgia
$487K – – –
TC
848
TradeLink Capital
Illinois
$487K +$7.74K +126 +2%
GF
849
Gerstein Fisher
New York
$482K +$8.04K +131 +2%
TCM
850
Tradition Capital Management
New Jersey
$478K -$1.4M -22,875 -75%
32 33
34
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