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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 %
DIA
1126
Davidson Investment Advisors
Montana
$37K +$20.3K +333 +121%
FAM
1127
Formidable Asset Management
Ohio
$32K -$46.5K -716 -59%
TFO
1128
Tarbox Family Office
California
$32K +$1.05K +17 +3%
CWM
1129
Catamount Wealth Management
Connecticut
$31K -$29.2K -472 -49%
WCMN
1130
Westchester Capital Management (Nebraska)
Nebraska
$31K – – –
AIM
1131
Acrospire Investment Management
Illinois
$31K +$31K +500 New
AWM
1132
AllSquare Wealth Management
New York
$30K +$1.8K +29 +6%
WA
1133
Winfield Associates
Ohio
$27K -$75.3K -1,200 -74%
GI
1134
Gradient Investments
Minnesota
$26K – – –
RFS
1135
Rockefeller Financial Services
New York
$26K +$23K +372 +775%
AP
1136
Atwood & Palmer
Missouri
$25K -$490K -7,837 -95%
CCMW
1137
Cypress Capital Management (Wyoming)
Wyoming
$24.6K – – –
Nuveen Asset Management
1138
Nuveen Asset Management
Illinois
$23.4K +$5.23K +85,117 +29%
OSNBOA
1139
Old Second National Bank of Aurora
Illinois
$23K – – –
KPCM
1140
Kings Point Capital Management
New York
$23K +$1.46K +24 +7%
SIG
1141
Stanford Investment Group
California
$22K – – –
AF
1142
Allworth Financial
California
$20K -$2.77K -46 -12%
CHP
1143
Cable Hill Partners
Oregon
$20K +$190 +3 +1%
TC
1144
Trust Company
Kansas
$18K -$12.6K -201 -41%
CGH
1145
Cleary Gull Holdings
Wisconsin
$18K – – –
CAW
1146
Cornerstone Advisors (Washington)
Washington
$17K +$4.55K +75 +37%
TCM
1147
Tradewinds Capital Management
Washington
$16K -$10.9K -175 -40%
WRM
1148
Westport Resources Management
Connecticut
$15K – – –
AWMS
1149
Advocacy Wealth Management Services
Georgia
$15K +$15K +247 New
SGAM
1150
Smith Group Asset Management
Texas
$14K -$464K -7,330 -97%
44 45
46
47 48