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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
$1.51B
2
Dodge & Cox
Dodge & Cox
California
$1.62B
3
Goldman Sachs
Goldman Sachs
New York
$524M
4
Invesco
Invesco
Georgia
$627M
5
Franklin Resources
Franklin Resources
California
$328M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Harris Associates
Harris Associates
Illinois
$4.86M
3
Capital International Investors
Capital International Investors
California
$88.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$771M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$65.6M +$1.07M +17,500 +2%
CIP
102
Cornerstone Investment Partners
Georgia
$65.5M +$65.5M +1,066,609 New
KP
103
Kiltearn Partners
United Kingdom
$62.7M +$23.7M +385,600 +61%
SO
104
STRS Ohio
Ohio
$62.4M +$8.39M +136,705 +16%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$61M -$668K -10,885 -1%
AAM
106
Aberdeen Asset Management
United Kingdom
$58.2M -$11.4M -184,962 -16%
JWBC
107
John W. Bristol & Co
New York
$58.1M -$2.56M -41,649 -4%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$56.7M +$9.7M +160,941 +21%
MPI
109
Mairs & Power Inc
Minnesota
$56.6M +$6.49M +105,694 +13%
GLA
110
Great Lakes Advisors
Illinois
$56.1M +$1.28M +20,783 +2%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$54.8M -$26.8M -437,086 -33%
VFA
112
Virtus Fund Advisers
Connecticut
$54.4M +$1.8M +29,353 +3%
DAM
113
Davis Asset Management
California
$53.7M +$11.4M +185,000 +27%
CI
114
Cambiar Investors
Colorado
$53M -$2.93M -47,713 -5%
CB
115
Cooke & Bieler
Pennsylvania
$52M -$3.16M -51,480 -6%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$51.9M +$1.49M +24,223 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$51.2M +$6.41M +104,331 +14%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$50.9M +$50.9M +828,646 New
FMI
119
Factory Mutual Insurance
Massachusetts
$49M +$5.1M +83,000 +12%
GTP
120
Global Thematic Partners
New York
$45.8M -$31.7M -516,903 -41%
Boston Partners
121
Boston Partners
Massachusetts
$45.5M +$41M +666,985 +900%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$45.3M -$14M -228,219 -24%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$44.8M -$3.73M -60,927 -8%
SM
124
Seminole Management
New York
$44.4M +$44.4M +722,971 New
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$44.2M -$132M -2,155,684 -75%
3 4
5
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