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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 %
PFS
1051
Prospera Financial Services
Texas
$201K +$201K +3,218 New
SCM
1052
Stonebridge Capital Management
California
$200K +$200K +3,250 New
AssetMark Inc
1053
AssetMark Inc
California
$196K -$9.16K -149 -4%
WG
1054
Welch Group
Alabama
$195K +$8.52K +139 +5%
GLI
1055
Guardian Life Insurance
New York
$190K -$53.8K -876 -22%
IIC
1056
Integrated Investment Consultants
Michigan
$185K +$185K +3,101 New
BWA
1057
Burt Wealth Advisors
Maryland
$175K +$554 +9 +0.3%
HDIM
1058
Hanson & Doremus Investment Management
Vermont
$174K – – –
SNT
1059
Security National Trust
West Virginia
$173K – – –
Fuller & Thaler Asset Management
1060
Fuller & Thaler Asset Management
California
$166K +$166K +2,700 New
FANJ
1061
Financial Architects (New Jersey)
New Jersey
$163K -$49.6K -807 -23%
JG
1062
Jefferies Group
New York
$162K -$896K -14,623 -85%
GBBWRPM
1063
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$159K +$858 +14 +0.5%
SC
1064
SRB Corp
Massachusetts
$155K +$155K +2,518 New
BBPWM
1065
Blue Bell Private Wealth Management
Pennsylvania
$153K +$19.1K +311 +14%
AIS
1066
Accurate Investment Solutions
Pennsylvania
$151K +$151K +2,455 New
AW
1067
Alpha Windward
Massachusetts
$149K +$2.02K +33 +1%
GBT
1068
Grove Bank & Trust
Florida
$148K -$2.08K -34 -1%
CYG
1069
Clean Yield Group
Vermont
$148K +$148K +2,362 New
OC
1070
Oakworth Capital
Alabama
$143K +$30.6K +500 +27%
KTC
1071
Kistler-Tiffany Companies
Pennsylvania
$142K -$43K -700 -23%
SAMC
1072
Shinko Asset Management Company
Japan
$134K -$23.3K -380 -15%
MAM
1073
Meeder Asset Management
Ohio
$133K +$133K +2,151 New
BWP
1074
Baldwin Wealth Partners
Massachusetts
$126K +$126K +2,059 New
HP
1075
Hikari Power
Japan
$123K – – –
41 42
43
44 45