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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 %
NPIT
1301
National Penn Investors Trust
Pennsylvania
– -$225K -3,231 Closed
BCMO
1302
Buckingham Capital Management (Ohio)
Ohio
– -$225K -3,230 Closed
SFG
1303
SNS Financial Group
Minnesota
– -$225K -3,230 Closed
TNBTD
1304
Trustmark National Bank Trust Department
Mississippi
– -$224K -3,220 Closed
BHTS
1305
Bar Harbor Trust Services
Maine
– -$223K -3,202 Closed
VF
1306
Virtu Financial
New York
– -$223K -3,201 Closed
AI
1307
Accredited Investors
Minnesota
– -$221K -3,164 Closed
FCBT
1308
First Citizens Bank & Trust
North Carolina
– -$220K -3,160 Closed
MCWS
1309
McKinley Carter Wealth Services
West Virginia
– -$219K -3,146 Closed
ACA
1310
Anchor Capital Advisors
Massachusetts
– -$217K -3,114 Closed
SCA
1311
Salient Capital Advisors
Texas
– -$211K -3,038 Closed
WB
1312
Webster Bank
Connecticut
– -$211K -3,032 Closed
MCM
1313
MAI Capital Management
Ohio
– -$211K -3,030 Closed
BFM
1314
Boothbay Fund Management
New York
– -$210K -3,013 Closed
NPA
1315
Nichols & Pratt Advisers
Massachusetts
– -$209K -3,000 Closed
MIP
1316
Marietta Investment Partners
Wisconsin
– -$209K -3,000 Closed
VCM
1317
Violich Capital Management
California
– -$209K -3,000 Closed
BDF
1318
Balasa Dinverno & Foltz
– -$207K -2,976 Closed
FFBTD
1319
First Financial Bank - Trust Division
Ohio
– -$206K -2,965 Closed
RT
1320
Rockland Trust
Massachusetts
– -$205K -2,953 Closed
MAM
1321
Marquette Asset Management
Minnesota
– -$204K -2,931 Closed
PP
1322
Palladium Partners
Virginia
– -$204K -2,926 Closed
GA
1323
Geneva Advisors
Illinois
– -$203K -2,915 Closed
CWP
1324
Capital Wealth Planning
Florida
– -$202K -2,911 Closed
SIC
1325
Salem Investment Counselors
North Carolina
– -$201K -2,895 Closed
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