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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 %
AG
201
Aperio Group
California
$21.8M +$3.44M +55,957 +19%
SEI Investments
202
SEI Investments
Pennsylvania
$21.7M +$3.65M +59,492 +20%
CCP
203
Clarkston Capital Partners
Michigan
$21.5M +$7.11M +115,769 +49%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$21.4M +$2.61M +42,456 +14%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$21.1M – – –
Citadel Advisors
206
Citadel Advisors
Florida
$20.9M +$3.22M +52,434 +18%
Jacobs Levy Equity Management
207
Jacobs Levy Equity Management
New Jersey
$20.8M -$1.55M -25,190 -7%
KFC
208
Klingenstein Fields & Co
New York
$20.4M -$17.3M -281,294 -46%
ProShare Advisors
209
ProShare Advisors
Maryland
$20.3M -$3.91M -63,635 -16%
HNB
210
Huntington National Bank
Ohio
$19.5M +$1.32M +16,866 +7%
SG Americas Securities
211
SG Americas Securities
New York
$19.2M -$44.3M -721,951 -70%
ACI
212
AMP Capital Investors
Australia
$18.6M +$1.22M +20,162 +7%
UCFA
213
United Capital Financial Advisors
Texas
$18.2M +$4.14M +67,369 +29%
PNC
214
Park National Corp
Ohio
$18.2M +$2.87M +46,771 +19%
ERSOT
215
Employees Retirement System of Texas
Texas
$18.1M -$675K -11,000 -4%
Select Equity Group
216
Select Equity Group
New York
$17.8M -$859K -13,985 -5%
AAMU
217
Amundi Asset Management US
Massachusetts
$17.7M -$47M -765,263 -73%
HIMC
218
Heritage Investors Management Corp
Maryland
$17.7M +$867K +14,122 +5%
Brown Advisory
219
Brown Advisory
Maryland
$17.5M -$48.7M -793,126 -74%
TPSF
220
Texas Permanent School Fund
Texas
$17.4M -$801K -13,045 -4%
M&T Bank
221
M&T Bank
New York
$17.3M +$400K +6,517 +2%
ACM
222
Aquamarine Capital Management
New York
$16.7M – – –
UOC
223
UBS O'Connor
Illinois
$16.6M +$16.6M +269,894 New
TSW
224
Thompson Siegel & Walmsley
Virginia
$16.3M +$10.5M +171,665 +184%
CM
225
CS McKee
Pennsylvania
$16.2M -$1.48M -24,159 -8%
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