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American Express

1,183 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 393 increasing their positions, 502 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

1.43% more ownership

Funds ownership: 81.21%82.65% (+1.4%)

4% more capital invested

Capital invested by funds: $46.8B → $48.6B (+$1.79B)

0% more funds holding

Funds holding: 1,1831,183 (0)

9% less call options, than puts

Call options by funds: $899M | Put options by funds: $988M

22% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 502

Holders
1,183
Holders Change
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
393
Reduced
502
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$21.6M -$25.2M -391,887 -54%
Two Sigma Investments
202
Two Sigma Investments
New York
$21.5M +$21.6M +336,016 New
AIG
203
American International Group
New York
$21.3M -$699K -10,877 -3%
Korea Investment Corp
204
Korea Investment Corp
South Korea
$21.2M -$597K -9,300 -3%
FMI
205
Factory Mutual Insurance
Massachusetts
$20.2M -$17.5M -273,000 -46%
TSW
206
Thompson Siegel & Walmsley
Virginia
$19.2M +$1.23M +19,126 +7%
HIMC
207
Heritage Investors Management Corp
Maryland
$19.2M +$511K +7,951 +3%
ACI
208
AMP Capital Investors
Australia
$18.7M -$710K -11,051 -4%
VanEck Associates
209
VanEck Associates
New York
$18.6M +$1.3M +20,236 +7%
KBC Group
210
KBC Group
Belgium
$18.4M -$744K -11,574 -4%
RFC
211
Regions Financial Corp
Alabama
$17.9M -$1.73M -26,866 -9%
MIS
212
Morningstar Investment Services
Illinois
$17.9M +$730K +11,369 +4%
WBC
213
Westpac Banking Corp
Australia
$17.9M +$343K +5,334 +2%
M&T Bank
214
M&T Bank
New York
$17.8M +$217K +3,371 +1%
NFA
215
Nationwide Fund Advisors
Ohio
$17.8M -$688K -10,712 -4%
ACM
216
Aquamarine Capital Management
New York
$17.4M
VDI
217
Vaughan David Investments
Illinois
$16.7M +$668K +10,400 +4%
Brown Advisory
218
Brown Advisory
Maryland
$16.3M -$670K -10,433 -4%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$15.9M -$32.1K -500 -0.2%
GAI
220
General American Investors
New York
$15.7M
UCFA
221
United Capital Financial Advisors
Texas
$15.4M -$1.64M -25,553 -10%
IP
222
Interval Partners
New York
$15.4M +$15.4M +240,000 New
MIFH
223
Migdal Insurance & Financial Holdings
Israel
$15.3M +$88K +1,369 +0.6%
TPSF
224
Texas Permanent School Fund
Texas
$15.3M -$1.5M -23,297 -9%
ProShare Advisors
225
ProShare Advisors
Maryland
$15.3M -$3.42M -53,163 -18%

AXP Hedge Fund Activity: Q3 2016 in Review

1,183 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2016, worth a combined $48.6B — up 3.8% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AXP positions and 57 closed out — a net gain of 16 holders — while 393 added to existing stakes and 502 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $177M. The largest seller was Baillie Gifford & Co, cutting an estimated $256M.

  • 1,183 institutional investors held American Express (AXP) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $48.6B of American Express stock for Q3 2016, up 3.8% quarter-over-quarter.
  • 73 funds opened new American Express positions in Q3 2016 and 57 closed out, a net change of +16 holders.
  • The largest American Express buyer in Q3 2016 was Allianz Asset Management, an estimated $177M added.
  • The largest American Express seller in Q3 2016 was Baillie Gifford & Co, an estimated $256M sold.

Based on aggregated 13F filings for Q3 2016.