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 %
TCI Fund Management
1201
TCI Fund Management
United Kingdom
– -$190M -2,725,004 Closed
CCM
1202
Cantillon Capital Management
New York
– -$148M -2,121,750 Closed
FTCM
1203
Fir Tree Capital Management
New York
– -$95.1M -1,367,000 Closed
TP
1204
Theleme Partners
United Kingdom
– -$71.3M -1,025,000 Closed
CLM
1205
ClearBridge LLC (Maryland)
Maryland
– -$52.7M -757,967 Closed
Swedbank
1206
Swedbank
Sweden
– -$43.2M -615,172 Closed
Voloridge Investment Management
1207
Voloridge Investment Management
Florida
– -$42.5M -610,928 Closed
VanEck Associates
1208
VanEck Associates
New York
– -$34.9M -501,366 Closed
TCA
1209
Taconic Capital Advisors
New York
– -$18.1M -260,000 Closed
TCM
1210
Tetrem Capital Management
Manitoba, Canada
– -$16.4M -236,015 Closed
IIP
1211
Intermede Investment Partners
United Kingdom
– -$15.2M -218,210 Closed
EIA
1212
Edgemoor Investment Advisors
Maryland
– -$9.38M -134,913 Closed
LHC
1213
Levy Harkins & Co
New York
– -$9.15M -131,520 Closed
QAM
1214
QCI Asset Management
New York
– -$8.82M -126,848 Closed
HFS
1215
Haverford Financial Services
Pennsylvania
– -$8.02M -115,350 Closed
AC
1216
Argentiere Capital
Switzerland
– -$8M -114,950 Closed
CCM
1217
Channing Capital Management
Illinois
– -$7.15M -102,772 Closed
HA
1218
Hays Advisory
Tennessee
– -$6.92M -99,442 Closed
SC
1219
Salzman & Co
New York
– -$6.21M -89,339 Closed
Ninety One (UK)
1220
Ninety One (UK)
United Kingdom
– -$5.74M -82,492 Closed
HCMT
1221
Highland Capital Management (Texas)
Texas
– -$5.34M -76,750 Closed
BFIC
1222
Bedell Frazier Investment Counselling
California
– -$5.14M -73,894 Closed
CC
1223
Cipher Capital
New York
– -$4.79M -68,806 Closed
SWM
1224
SVA Wealth Management
Wisconsin
– -$4.31M -61,963 Closed
BSPF
1225
British Steel Pension Fund
United Kingdom
– -$3.97M -57,075 Closed
47 48
49
50 51