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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 %
FPFS
1176
First Personal Financial Services
North Carolina
$6K – – –
SCA
1177
Stuart Chaussee & Associates
California
$6K – – –
AIM
1178
Advantage Investment Management
Iowa
$5K – – –
BCI
1179
Brinker Capital Investments
Pennsylvania
$5K +$5K +84 New
MIM
1180
Marco Investment Management
Georgia
$4.7K -$71 -1,150 -1%
UFA
1181
US Financial Advisors
Massachusetts
$4K -$5.31K -81 -57%
FNYS
1182
First New York Securities
New York
$3.07K +$3.07K +50 New
AA
1183
Apriem Advisors
California
$3K -$3.08M -43,181 -100%
1832 Asset Management
1184
1832 Asset Management
Ontario, Canada
$3K -$24.3K -438 -89%
HCM
1185
Horrell Capital Management
Arkansas
$3K – – –
ACM
1186
Armbruster Capital Management
New York
$3K – – –
PRS
1187
Pinkerton Retirement Specialists
Idaho
$3K +$3K +69 New
VNA
1188
Valley National Advisers
Pennsylvania
$2K -$13K -201 -87%
PCP
1189
Proficio Capital Partners
Massachusetts
$2K -$10.5K -184 -84%
LWA
1190
Lenox Wealth Advisors
New York
$2K -$4.86K -85 -71%
HPBT
1191
High Point Bank & Trust
North Carolina
$2K – – –
Carson Wealth (CWM LLC)
1192
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.36K +21 +210%
OCM
1193
One Capital Management
California
$1.64K +$146 +2,376 +10%
BCMIO
1194
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
SA
1195
SRH Advisors
Kansas
$1K – – –
LWA
1196
Lowe Wealth Advisors
Maryland
$1K – – –
MWM
1197
MinichMacGregor Wealth Management
New York
$1K – – –
PCM
1198
Penserra Capital Management
California
$417 +$84 +1,363 +25%
EWM
1199
Endurance Wealth Management
Rhode Island
$121 -$12 -200 -9%
Capital World Investors
1200
Capital World Investors
California
– -$1.42B -20,456,086 Closed
46 47
48
49 50