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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 %
SAM
976
SignalPoint Asset Management
Missouri
$276K +$5.84K +95 +2%
QCG
977
Quadrant Capital Group
Ohio
$276K +$17.1K +284 +7%
BFA
978
Benedict Financial Advisors
Georgia
$276K +$65.5K +1,066 +31%
AIM
979
Assured Investment Management
New York
$274K +$274K +4,459 New
Lido Advisors
980
Lido Advisors
California
$271K +$271K +4,411 New
MCTIC
981
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$270K -$96.3K -1,567 -26%
BO
982
Bach Option
Hong Kong
$265K +$265K +4,324 New
KT
983
Kanaly Trust
Texas
$263K -$2.15K -35 -0.8%
SLT
984
St Louis Trust
Missouri
$263K +$41.8K +680 +19%
PHAM
985
Palisades Hudson Asset Management
Florida
$262K – – –
BST
986
Bath Savings Trust
Maine
$261K -$15.3K -250 -6%
CL
987
CPWM LLC
Washington
$259K -$66.8K -1,086 -20%
LA
988
LVW Advisors
New York
$257K -$12.5K -204 -5%
HAIM
989
Hunter Associates Investment Management
Pennsylvania
$256K +$1.53K +25 +0.6%
ST
990
Spinnaker Trust
Maine
$254K +$30K +490 +13%
GAM
991
Gotham Asset Management
New York
$252K -$297K -4,836 -54%
LWAC
992
Laurel Wealth Advisors (California)
California
$252K -$74.2K -1,210 -23%
WA
993
Wheatland Advisors
Pennsylvania
$252K – – –
SA
994
Strategic Advisors
New York
$250K +$53.9K +879 +27%
KA
995
Kovack Advisors
Florida
$249K -$16.6K -270 -6%
WF
996
WealthTrust Fairport
Ohio
$248K -$2.21M -36,014 -90%
TIA
997
Tiemann Investment Advisors
California
$248K +$9.33K +152 +4%
GIA
998
Granite Investment Advisors
New Hampshire
$247K -$6.42M -104,670 -96%
GIA
999
Gargoyle Investment Advisor
New Jersey
$246K +$246K +4,000 New
HIC
1000
Harvey Investment Company
Kentucky
$245K – – –
38 39
40
41 42