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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 %
AA
1276
ALPS Advisors
Colorado
– -$494K -7,103 Closed
JAFL
1277
Jay A. Fishman Ltd
Michigan
– -$450K -6,475 Closed
VAM
1278
Visium Asset Management
New York
– -$366K -5,262 Closed
GT
1279
Greenleaf Trust
Michigan
– -$354K -5,097 Closed
EIM
1280
Emerson Investment Management
Massachusetts
– -$336K -4,835 Closed
LCM
1281
Liberty Capital Management
Michigan
– -$329K -4,730 Closed
I
1282
IberiaBank
Louisiana
– -$329K -4,726 Closed
SSG
1283
Summit Securities Group
New York
– -$328K -4,720 Closed
IC
1284
Inverness Counsel
New York
– -$271K -3,903 Closed
TTWM
1285
TCV Trust & Wealth Management
Virginia
– -$266K -3,833 Closed
BHIA
1286
Birch Hill Investment Advisors
Massachusetts
– -$261K -3,757 Closed
WPC
1287
Waters Parkerson & Co
Louisiana
– -$259K -3,720 Closed
MWM
1288
Mission Wealth Management
California
– -$257K -3,695 Closed
BCP
1289
Berkeley Capital Partners
Georgia
– -$256K -3,688 Closed
GHAM
1290
Gilman Hill Asset Management
Connecticut
– -$256K -3,676 Closed
CBN
1291
Cadence Bank NA
Texas
– -$251K -3,605 Closed
IAS
1292
IMA Advisory Services
Colorado
– -$223K -3,600 Closed
Koshinski Asset Management
1293
Koshinski Asset Management
Illinois
– -$239K -3,438 Closed
MWAC
1294
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$239K -3,431 Closed
LBG
1295
Lloyds Banking Group
United Kingdom
– -$236K -3,402 Closed
SWM
1296
Segment Wealth Management
Texas
– -$236K -3,389 Closed
CAMG
1297
CWA Asset Management Group
Florida
– -$234K -3,364 Closed
PCM
1298
Parsons Capital Management
Rhode Island
– -$233K -3,350 Closed
DE
1299
Day & Ennis
Georgia
– -$231K -3,328 Closed
FNBTCON
1300
First National Bank & Trust Co of Newtown
Pennsylvania
– -$229K -3,300 Closed
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