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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$43.4M +$4.33M +70,510 +11%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$43.1M +$163K +2,651 +0.4%
GIA
128
Gateway Investment Advisers
Ohio
$43M +$1.8M +29,247 +4%
RIM
129
RS Investment Management
California
$42.6M +$420K +6,840 +1%
SIM
130
Sprucegrove Investment Management
Ontario, Canada
$42M -$18.6M -303,181 -31%
VNIM
131
Vaughan Nelson Investment Management
Texas
$40.8M +$5.77M +94,000 +16%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$40.5M -$5.83M -95,000 -13%
AI
133
Ariel Investments
Illinois
$40.2M +$28.8M +469,488 +253%
GT
134
Glenmede Trust
Pennsylvania
$40.2M -$5M -81,442 -11%
Canada Life
135
Canada Life
Manitoba, Canada
$39.9M +$9.18M +149,626 +30%
Stifel Financial
136
Stifel Financial
Missouri
$39.7M -$14.7M -239,471 -27%
CIC
137
Crawford Investment Counsel
Georgia
$39.6M -$1.83M -29,884 -4%
WM
138
WS Management
Florida
$39.6M – – –
QI
139
QV Investors
Alberta, Canada
$39.4M +$6.8M +110,705 +21%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$39.2M -$775K -12,628 -2%
MAMU
141
Marathon Asset Management (UK)
United Kingdom
$38.6M +$3.38M +54,999 +10%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$38.4M +$10.9M +178,157 +40%
US Bancorp
143
US Bancorp
Minnesota
$37.9M -$3.67M -59,716 -9%
Victory Capital Management
144
Victory Capital Management
Texas
$37.5M -$234K -3,814 -0.6%
Citigroup
145
Citigroup
New York
$36.7M +$14.6M +238,579 +66%
DLA
146
Douglas Lane & Associates
New York
$35.4M +$35.4M +576,219 New
SAC
147
Smith Affiliated Capital
New York
$35.3M -$40M – –
Primecap Management
148
Primecap Management
California
$35.3M – – –
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.3M -$2.32M -37,799 -6%
PAM
150
Panagora Asset Management
Massachusetts
$34.1M -$617K -10,047 -2%
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