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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 %
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$245K +$245K +3,992 New
EVM
1002
Evelyn V. Moreno
$243K – – –
AIM
1003
Aspen Investment Management
Michigan
$242K – – –
DP
1004
Dearborn Partners
Illinois
$239K -$25.3K -412 -10%
FHA
1005
First Horizon Advisors
Tennessee
$239K -$554 -9 -0.2%
CP
1006
Camelot Portfolios
Ohio
$239K +$239K +3,900 New
TBA
1007
Train Babcock Advisors
New York
$237K – – –
IA
1008
IFP Advisors
Florida
$235K -$1.26M -11,501 -84%
BAM
1009
Burnham Asset Management
New York
$234K -$355K -5,900 -60%
FRM
1010
Fox Run Management
Connecticut
$233K -$307K -5,000 -57%
NCM
1011
Neumann Capital Management
California
$233K – – –
DI
1012
Diligent Investors
California
$233K – – –
WMC
1013
Westwood Management Corporation
Illinois
$233K – – –
RCM
1014
Reynolds Capital Management
Nevada
$233K +$233K +3,800 New
CA
1015
Cambridge Advisors
Nebraska
$231K – – –
VDBMI
1016
Van Den Berg Management I
Texas
$230K – – –
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$69.8K -1,141 -23%
S
1018
SignatureFD
Georgia
$228K +$50K +816 +28%
SWA
1019
Sutton Wealth Advisors
Florida
$226K +$226K +3,685 New
LJHT
1020
Laurie J. Hall Trustee
$226K – – –
ZAM
1021
Zevin Asset Management
Massachusetts
$226K +$3.93K +64 +2%
CFA
1022
Carroll Financial Associates
North Carolina
$225K -$307 -5 -0.1%
SBH
1023
Segall Bryant & Hamill
Illinois
$222K -$17.3K -282 -7%
DCM
1024
Dynamic Capital Management
Jersey
$221K +$221K +3,600 New
SMH
1025
Sanders Morris Harris
Texas
$220K +$220K +3,596 New
39 40
41
42 43