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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 %
GWM
926
Geneos Wealth Management
Colorado
$330K +$330K +5,401 New
ATC
927
Adirondack Trust Company
New York
$329K – – –
BMC
928
Benin Management Corp
Connecticut
$328K – – –
MCM
929
Manchester Capital Management
Vermont
$326K – – –
EAM
930
Evanson Asset Management
California
$326K +$114K +1,848 +54%
RMCM
931
Reynders McVeigh Capital Management
Massachusetts
$325K -$744K -12,102 -70%
AAC
932
Asset Advisors Corp
Georgia
$325K -$652K -10,630 -67%
PAIA
933
Park Avenue Institutional Advisers
New York
$324K -$9.16K -149 -3%
AP
934
Appleton Partners
Massachusetts
$322K -$52.8K -858 -14%
HB
935
Homrich & Berg
Georgia
$319K +$6.44K +105 +2%
CM
936
Castleark Management
Illinois
$318K – – –
WEC
937
Winslow Evans & Crocker
Massachusetts
$318K -$123 -2 -0%
MRCM
938
M&R Capital Management
New Jersey
$316K -$85.7K -1,394 -21%
BCB
939
Brian C. Broderick
$314K +$73.6K +1,200 +31%
BIM
940
Bridges Investment Management
Nebraska
$312K -$471K -7,693 -60%
FPCM
941
Financial Partners Capital Management
New York
$312K -$272K -4,423 -47%
LW
942
Linscomb Wealth
Texas
$310K -$36.8K -599 -11%
BP
943
Ballentine Partners
Massachusetts
$310K -$10.1K -164 -3%
DSC
944
Duncker Streett & Co
Missouri
$309K – – –
RIL
945
Rothschild Investment LLC
Illinois
$309K +$117K +1,913 +61%
WPP
946
Whalerock Point Partners
Rhode Island
$308K -$175K -2,855 -36%
UMA
947
USA Mutuals Advisors
Texas
$307K +$307K +5,000 New
LJAC
948
L.J. Altfest & Co
New York
$305K +$2.94K +48 +1%
TL
949
Tirschwell & Loewy
New York
$304K – – –
CF
950
CenterStar Fund
Illinois
$304K -$965K – –
36 37
38
39 40