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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 %
TSWM
1326
Triangle Securities Wealth Management
North Carolina
– -$200K -2,876 Closed
YL
1327
YCG LLC
Texas
– -$191K -2,750 Closed
CG
1328
Colony Group
Massachusetts
– -$81K -1,159 Closed
JGIA
1329
Jackson Grant Investment Advisers
Connecticut
– -$77K -1,112 Closed
AFP
1330
Ausdal Financial Partners
Iowa
– -$77K -1,100 Closed
NYLT
1331
New York Life Trust
New York
– -$68K -983 Closed
VCM
1332
Vigilant Capital Management
Maine
– -$59K -850 Closed
Group One Trading
1333
Group One Trading
Illinois
– -$56K -807 Closed
EMA
1334
Efficient Market Advisors
California
– -$52K -754 Closed
ACS
1335
Archford Capital Strategies
Illinois
– -$46K -646 Closed
PCC
1336
Park Circle Company
Maryland
– -$42K -600 Closed
CCS
1337
Crosspoint Capital Strategies
California
– -$42K -600 Closed
HA
1338
Harfst & Associates
Wyoming
– -$39K -570 Closed
MLIC
1339
Mandatum Life Insurance Company
Finland
– -$39K -556 Closed
Simplex Trading
1340
Simplex Trading
Illinois
– -$34K -500 Closed
SIA
1341
SeaBridge Investment Advisors
New Jersey
– -$33K -471 Closed
MJRIC
1342
Mogy Joel R Investment Counsel
California
– -$216 -310 Closed
FNBSF
1343
First National Bank Sioux Falls
South Dakota
– -$20K -288 Closed
CP
1344
Corbenic Partners
Pennsylvania
– -$18K -263 Closed
AIA
1345
Allegis Investment Advisors
Idaho
– -$18K -256 Closed
CFA
1346
Camarda Financial Advisors
Florida
– -$17K -246 Closed
PR
1347
Payden & Rygel
California
– -$8K -119 Closed
NMIS
1348
Northwestern Mutual Investment Services
Wisconsin
– -$7K -100 Closed
SC
1349
Saturna Capital
Washington
– -$3K -50 Closed
MBT
1350
Monroe Bank & Trust
Michigan
– -$3K -45 Closed
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