AXP icon

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 %
TWMP
1101
Taylor Wealth Management Partners
Massachusetts
$71K – – –
FMII
1102
Farmers & Merchants Investments Inc
Nebraska
$70K +$60.1K +985 +608%
VCM
1103
Versant Capital Management
Arizona
$67K -$9.18K -151 -12%
LWM
1104
Lenox Wealth Management
Ohio
$65K -$10.4K -170 -14%
SI
1105
Sentry Investments
Ontario, Canada
$64.4K -$47.4K -772,500 -42%
DAM
1106
Delta Asset Management
Tennessee
$63K -$12.3K -200 -16%
ZB
1107
Zions Bancorporation
Utah
$62K +$1.51K +23 +2%
GWS
1108
Glassman Wealth Services
Virginia
$61K – – –
FM
1109
Forward Management
California
$59K -$578K -9,459 -91%
TCCM
1110
Timber Creek Capital Management
Massachusetts
$59K – – –
WA
1111
WealthTrust-Arizona
Arizona
$59K +$21.8K +355 +59%
WA
1112
WFG Advisors
Texas
$55K +$304 +5 +0.6%
PMFA
1113
Plante Moran Financial Advisors
Michigan
$54K -$43.6K -706 -45%
NSIM
1114
North Star Investment Management
Illinois
$50K – – –
RFA
1115
Reilly Financial Advisors
California
$49K +$3.18K +52 +7%
MFBTD
1116
MB Financial Bank - Trust Department
Illinois
$44K -$7.05M -112,712 -99%
GAM
1117
Gemmer Asset Management
California
$43K +$61 +1 +0.1%
HF
1118
Hoxton Financial
West Virginia
$41K – – –
AA
1119
AlphaMark Advisors
Kentucky
$40K -$2.86M -47,138 -99%
PC
1120
Permit Capital
Pennsylvania
$40K – – –
BAM
1121
Bruderman Asset Management
New York
$40K – – –
EDRE
1122
Edmond de Rothschild (Europe)
Luxembourg
$38K +$22K +355 +138%
EWM
1123
Edge Wealth Management
New York
$38K +$37.1K +600 +4,000%
KLWA
1124
Kelly Lawrence W & Associates
California
$37K -$24.7K -400 -40%
SAM
1125
Solaris Asset Management
New York
$37K – – –
43 44
45
46 47