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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 %
IOOF
851
Independent Order of Foresters
Ontario, Canada
$473K +$99.5K +1,620 +27%
RWA
852
Ropes Wealth Advisors
Massachusetts
$472K -$122K -1,990 -21%
LSV Asset Management
853
LSV Asset Management
Illinois
$472K – – –
ABC
854
Associated Banc-Corp
Wisconsin
$470K +$2.52K +41 +0.5%
MHIC
855
Marble Harbor Investment Counsel
Massachusetts
$467K +$24.6K +400 +6%
JWM
856
Jacobus Wealth Management
Wisconsin
$465K – – –
CBT
857
Central Bank & Trust
Kentucky
$464K -$639K -10,405 -58%
BWM
858
Braver Wealth Management
Massachusetts
$457K +$457K +7,437 New
NPC
859
National Planning Corporation
California
$455K -$189K -2,929 -29%
MFW
860
Meristem Family Wealth
Minnesota
$453K +$5.78K +94 +1%
ATC
861
Argent Trust Co
Tennessee
$453K +$17.8K +290 +4%
SC
862
Savant Capital
Illinois
$449K -$26.1K -425 -5%
DW
863
Domani Wealth
Pennsylvania
$443K +$13.2K +215 +3%
JIM
864
Jensen Investment Management
Oregon
$440K +$440K +7,170 New
SCM
865
SKBA Capital Management
California
$439K -$49.1K -800 -10%
WSTAM
866
Wilbanks Smith & Thomas Asset Management
Virginia
$436K +$9.69K +158 +2%
Geode Capital Management
867
Geode Capital Management
Massachusetts
$432K +$6.55K +106,804 +2%
HCMT
868
Highland Capital Management (Tennessee)
Tennessee
$431K -$33.7K -550 -7%
BAM
869
Boyar Asset Management
New York
$425K – – –
HFM
870
Hartford Financial Management
Connecticut
$424K +$67.5K +1,100 +19%
LGC
871
Laurel Grove Capital
California
$421K -$61.5K -1,000 -13%
CCM
872
Compton Capital Management
Rhode Island
$420K +$12.3K +200 +3%
FBC
873
Fairfield, Bush & Co
Connecticut
$419K -$111K -1,800 -21%
WT
874
Washington Trust
Rhode Island
$419K +$23.6K +384 +6%
RCAG
875
Rehmann Capital Advisory Group
Michigan
$418K -$105K -1,704 -20%
33 34
35
36 37