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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 %
WC
1026
Whitnell & Co
Illinois
$219K -$7.6K -124 -3%
CPO
1027
Cerity Partners OCIO
New York
$219K -$1.96K -32 -0.9%
IP
1028
Investment Partners
Ohio
$219K +$219K +3,158 New
PFS
1029
Physicians Financial Services
North Carolina
$218K -$107K -1,750 -33%
DAM
1030
Doheny Asset Management
California
$218K +$6.15K +100 +3%
WAM
1031
Wealthspire Advisors (Maryland)
Maryland
$216K -$156K -2,536 -42%
IWM
1032
Integrated Wealth Management
California
$216K -$1.78K -29 -0.8%
PIM
1033
Profit Investment Management
Maryland
$216K – – –
CIP
1034
Champlain Investment Partners
Vermont
$215K +$215K +3,500 New
RWA
1035
River Wealth Advisors
Pennsylvania
$214K -$32.7K -532 -13%
GW
1036
GW & Wade
Massachusetts
$214K +$214K +3,485 New
WCM
1037
Weik Capital Management
Pennsylvania
$213K -$42.9K -700 -17%
FNBOH
1038
First National Bank of Hutchinson
Kansas
$212K – – –
DBIA
1039
Dumont & Blake Investment Advisors
New Jersey
$210K -$520K -8,475 -71%
FHC
1040
First Heartland Consultants
Missouri
$210K -$163K -2,655 -44%
Royal London Asset Management
1041
Royal London Asset Management
United Kingdom
$210K +$204K +12,505,109 +3,371%
TA
1042
Tiedemann Advisors
New York
$209K – – –
CSA
1043
Cottage Street Advisors
Massachusetts
$209K – – –
IIA
1044
IPG Investment Advisors
California
$209K +$209K +3,400 New
NB
1045
Nicolet Bankshares
Wisconsin
$208K +$208K +3,384 New
BO
1046
Bank OZK
Arkansas
$205K – – –
Tudor Investment Corp
1047
Tudor Investment Corp
Connecticut
$203K -$291K -4,732 -59%
F
1048
Filament
Washington
$203K – – –
RCM
1049
Rotella Capital Management
Washington
$202K -$2.82K -46 -1%
BL
1050
Balentine LLC
Georgia
$201K +$33.8K +550 +20%
40 41
42
43 44