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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 %
FWM
1151
Focused Wealth Management
New York
$14K -$26.3K -434 -65%
TIM
1152
Tortoise Investment Management
New York
$14K – – –
NC
1153
NewSquare Capital
Pennsylvania
$14K +$10.5K +167 +304%
BKA
1154
Brick & Kyle Associates
Pennsylvania
$13K – – –
CFA
1155
CT Financial Advisors
Pennsylvania
$12.3K – – –
KCP
1156
KDI Capital Partners
North Carolina
$12K -$624K -10,400 -98%
MMG
1157
Monetary Management Group
Missouri
$12K -$48K -800 -80%
CPA
1158
Cowen Prime Advisors
New York
$12K -$1.8K -30 -13%
HI
1159
Hudock Inc
Pennsylvania
$12K – – –
RWG
1160
Regal Wealth Group
California
$12K – – –
ICOM
1161
Investment Counselors of Maryland
Maryland
$12K – – –
IR
1162
Invictus RG
Bermuda
$12K +$12K +193 New
GXMC
1163
Global X Management Company
New York
$11K -$22.7K -378 -67%
TSU
1164
TD Securities (USA)
New York
$11K -$178 -3 -2%
JFA
1165
JNBA Financial Advisors
Minnesota
$11K – – –
LWM
1166
LBA Wealth Management
Florida
$11K – – –
PCTC
1167
Perkins Coie Trust Company
Washington
$10K – – –
BG
1168
Bollard Group
Massachusetts
$10K – – –
DLHL
1169
Donald L. Hagan LLC
Florida
$10K +$10K +165 New
DPA
1170
Delphi Private Advisors
California
$9K -$750 -12 -8%
FPB
1171
First PREMIER Bank
South Dakota
$9K – – –
AC
1172
Alexandria Capital
Virginia
$8K – – –
AFIA
1173
America First Investment Advisors
Nebraska
$7K – – –
KKAMG
1174
Kernodle & Katon Asset Management Group
Arkansas
$7K – – –
SIM
1175
Sonora Investment Management
Arizona
$6.57K +$6.57K +100 New
45 46
47
48 49