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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 %
SPC
951
Sigma Planning Corp
Michigan
$302K +$369 +6 +0.1%
BHC
952
Bowen Hanes & Co
Florida
$301K – – –
FMLI
953
Fukoku Mutual Life Insurance
Japan
$301K +$92.1K +1,500 +44%
NL
954
NWAM LLC
Washington
$300K +$1.78K +29 +0.6%
FCCM
955
First City Capital Management
Georgia
$299K – – –
LIM
956
Leavell Investment Management
Alabama
$299K -$182K -2,966 -38%
NCM
957
Nelson Capital Management
California
$295K -$135K -2,200 -31%
RIG
958
Roosevelt Investment Group
New York
$295K -$31.8K -518 -10%
BJL
959
Brighton Jones LLC
Washington
$295K -$19.1K -311 -6%
ECM
960
Evergreen Capital Management
Washington
$293K -$2M -32,622 -87%
FFC
961
First Financial Corp
Indiana
$292K – – –
SC
962
Schulhoff & Co
Ohio
$291K +$24.5K +400 +9%
QCI
963
Quaker Capital Investments
Pennsylvania
$289K – – –
LOAMS
964
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K – – –
TWA
965
TCI Wealth Advisors
Arizona
$287K +$8.65K +141 +3%
IFAM
966
Institutional & Family Asset Management
Colorado
$283K – – –
GIP
967
Granite Investment Partners
California
$282K -$227K -3,700 -45%
WCM
968
Windsor Capital Management
Arizona
$281K +$72.7K +1,187 +35%
NPT
969
Nixon Peabody Trust
Massachusetts
$280K – – –
LPT
970
Legacy Private Trust
Wisconsin
$278K -$287K -4,675 -51%
BCCM
971
Bridge Creek Capital Management
Massachusetts
$278K -$7.68K -125 -3%
SGAM
972
Steinberg Global Asset Management
Florida
$277K -$9.22K -150 -3%
GCIA
973
Gabelli & Co Investment Advisers
New York
$276K – – –
PGCM
974
Prescott Group Capital Management
Oklahoma
$276K – – –
KFS
975
Kurt F. Somerville
$276K – – –
37 38
39
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