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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 %
BRWA
876
B. Riley Wealth Advisors
Florida
$417K +$203K +3,299 +95%
TAM
877
Trillium Asset Management
Massachusetts
$414K -$3.68M -59,822 -90%
RIM
878
Regent Investment Management
Kentucky
$414K -$34.7K -566 -8%
SHA
879
Smith Hayes Advisers
Nebraska
$414K +$49.2K +801 +13%
NIMI
880
Natixis Investment Managers International
France
$410K +$18.2K +297 +5%
BHBT
881
Burke & Herbert Bank & Trust
Virginia
$409K +$45.7K +744 +13%
OCM
882
Osterweis Capital Management
California
$408K -$19.6M -319,195 -98%
SCA
883
Sippican Capital Advisors
Massachusetts
$408K -$21.5K -350 -5%
ACI
884
Advance Capital I
Michigan
$405K +$405K +6,600 New
CA
885
Cetera Advisors
Colorado
$403K -$1.72K -28 -0.4%
CCC
886
Chelsea Counsel Company
California
$398K +$184 +3 +0%
SCP
887
Sandhill Capital Partners
New York
$397K -$4.18K -68 -1%
SCI
888
S&CO Inc
Massachusetts
$396K – – –
BC
889
Barnett & Company
Tennessee
$395K -$442K -7,200 -53%
BTNA
890
Bremer Trust National Association
Minnesota
$395K +$11.8K +192 +3%
MA
891
Montag & Associates
Georgia
$388K +$6.69K +109 +2%
MAA
892
Mraz Amerine & Associates
California
$388K +$184K +3,001 +91%
FPCP
893
Fort Point Capital Partners
California
$387K -$6.14K -100 -2%
PVWM
894
Point View Wealth Management
New Jersey
$386K +$386K +6,282 New
TDC
895
Thompson Davis & Co
Virginia
$385K -$307 -5 -0.1%
CS
896
Cannell & Spears
New York
$383K -$386K -6,275 -50%
ICAS
897
Investors Capital Advisory Services
Massachusetts
$381K +$19.5K +318 +5%
CCA
898
Checchi Capital Advisers
California
$376K -$57.5K -937 -13%
RA
899
RFG Advisory
Alabama
$373K +$373K +6,068 New
SGA
900
Strategic Global Advisors
California
$369K – – –
34 35
36
37 38