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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 %
FHC
901
First Houston Capital
Texas
$368K -$383K -6,250 -51%
NAMA
902
Nikko Asset Management Americas
New York
$368K – – –
MHIM
903
MacNealy Hoover Investment Management
Ohio
$368K – – –
MI
904
Montage Investments
Kansas
$368K +$368K +6,000 New
ITIM
905
Indiana Trust & Investment Management
Indiana
$364K -$710K -11,570 -66%
SI
906
SII Investments
Wisconsin
$362K +$85.7K +1,408 +31%
MGIA
907
Moneta Group Investment Advisors
Missouri
$362K +$166K +2,700 +84%
SCM
908
Stellar Capital Management
Arizona
$361K -$72.1K -1,175 -17%
OIA
909
Optimum Investment Advisors
Illinois
$359K -$24.6K -400 -6%
VFA
910
Voya Financial Advisors
Connecticut
$359K +$82.6K +1,369 +30%
HT
911
HighTower Trust
Texas
$357K – – –
WB
912
WesBanco Bank
West Virginia
$355K -$8.23K -134 -2%
HIM
913
Hermes Investment Management
United Kingdom
$355K +$129K +2,110 +57%
CIA
914
Capital Investment Advisors
Georgia
$353K -$37.4K -609 -10%
MPM
915
Meritage Portfolio Management
Kansas
$346K – – –
SIC
916
Sigma Investment Counselors
Michigan
$344K -$23.3K -380 -6%
HJA
917
Hugh Johnson Advisors
New York
$341K – – –
PTC
918
Private Trust Company
Ohio
$340K -$780K -12,730 -70%
VIA
919
Vantage Investment Advisors
Pennsylvania
$340K +$9.36K +155 +3%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$338K -$13.7K -223 -4%
PAM
921
PartnerRe Asset Management
Connecticut
$338K -$12.3K -200 -4%
TNAM
922
Terra Nova Asset Management
New York
$337K – – –
BIC
923
Bridges Investment Counsel
Nebraska
$336K -$2.13M -34,760 -86%
NCM
924
Novare Capital Management
North Carolina
$332K -$2.21M -35,996 -87%
KLI
925
Kelman-Lazarov Inc
Tennessee
$332K +$332K +5,439 New
35 36
37
38 39