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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 %
SWP
1251
Stratos Wealth Partners
Ohio
– -$1.51M -21,673 Closed
QSS
1252
Quantitative Systematic Strategies
Florida
– -$1.49M -21,246 Closed
EA
1253
Euclid Advisors
Connecticut
– -$1.24M -17,840 Closed
ST
1254
Somerset Trust
Pennsylvania
– -$1.2M -17,302 Closed
CCM
1255
Condor Capital Management
New Jersey
– -$1.2M -17,297 Closed
HAM
1256
Highstreet Asset Management
Ontario, Canada
– -$1.19M -17,100 Closed
GE
1257
General Electric
Ohio
– -$1.18M -16,942 Closed
BCM
1258
Bluefin Capital Management
New York
– -$1.16M -16,647 Closed
TWM
1259
Torch Wealth Management
Ohio
– -$1.15M -16,580 Closed
AHB
1260
Abner Herrman & Brock
New Jersey
– -$1.09M -15,711 Closed
CPIM
1261
Columbia Partners Investment Management
Virginia
– -$1.08M -15,594 Closed
FCM
1262
Frontier Capital Management
Massachusetts
– -$1.06M -15,266 Closed
FCFC
1263
First Commonwealth Financial Corp
Pennsylvania
– -$976K -14,032 Closed
CAG
1264
Crestwood Advisors Group
Massachusetts
– -$870K -12,508 Closed
BCA
1265
Bray Capital Advisors
Florida
– -$864K -12,415 Closed
GIA
1266
Guyasuta Investment Advisors
Pennsylvania
– -$827K -11,899 Closed
Jones Financial Companies
1267
Jones Financial Companies
Missouri
– -$759K -10,914 Closed
BC
1268
Banced Corp
Illinois
– -$713K -10,248 Closed
ODCM
1269
Old Dominion Capital Management
Virginia
– -$699K -10,046 Closed
CC
1270
Capital Counsel
New York
– -$691K -9,929 Closed
SEC
1271
Seven Eight Capital
New York
– -$679K -9,761 Closed
JSAM
1272
J. Safra Asset Management
New York
– -$654K -9,401 Closed
SBA
1273
Seven Bridges Advisors
New York
– -$629K -9,040 Closed
HC
1274
Hourglass Capital
Texas
– -$586K -8,422 Closed
FM
1275
Foster & Motley
Ohio
– -$513K -7,374 Closed
49 50
51
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