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American Express
AXP

Overview Fund Activity

1,277 hedge funds and large institutions have $60.1B invested in American Express in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 435 increasing their positions, 558 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-14
Holders Change %
-1.08%
% of All Funds
35.69%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.34%
New
75
Increased
435
Reduced
558
Closed
79
Calls
$1.43B
Puts
$1.2B
Net Calls
+$224M
Net Calls Change
+$693M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$517M
2
Dodge & Cox
Dodge & Cox
California
+$342M
3
IC
Institutional Capital
Illinois
+$255M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$199M
5
Harris Associates
Harris Associates
Illinois
+$198M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$779M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$344M
3
DSA
Davis Selected Advisers
Arizona
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$219M
5
SGA
Sustainable Growth Advisers
Connecticut
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$24.2M +$20M +906,485 +476%
PTC
227
Philadelphia Trust Company
Pennsylvania
$23.2M +$22M +296,302 +1,755%
Select Equity Group
228
Select Equity Group
New York
$23.1M +$1.21M +16,283 +6%
CFB
229
Cullen/Frost Bankers
Texas
$22.9M +$8.65M +116,714 +61%
ACI
230
AMP Capital Investors
Australia
$22.7M -$6.86M -93,876 -23%
TPSF
231
Texas Permanent School Fund
Texas
$22.5M -$1.08M -14,557 -5%
CM
232
CS McKee
Pennsylvania
$22.4M -$1.83M -24,698 -8%
CCMH
233
Cornerstone Capital Management Holdings
New York
$22.3M -$4.54M -61,290 -17%
TAM
234
Tocqueville Asset Management
New York
$21.7M -$2.6M -35,140 -11%
M&T Bank
235
M&T Bank
New York
$21M +$2.15M +29,026 +11%
UCFA
236
United Capital Financial Advisors
Texas
$20.9M +$9.79K +132 +0%
AR
237
Advisory Research
Illinois
$20.8M +$216K +2,910 +1%
MF
238
Magnetar Financial
Illinois
$20.7M +$20.3M +274,036 +4,791%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$20.6M -$5.45M -73,477 -21%
APG Asset Management
240
APG Asset Management
Netherlands
$20.5M -$12.8M -172,900 -38%
EWM
241
Evercore Wealth Management
New York
$20.4M +$1.07M +14,449 +6%
SAM
242
Sawgrass Asset Management
Florida
$20.2M -$16.5M -222,860 -45%
ACM
243
Aquamarine Capital Management
New York
$20.2M – – –
HIMC
244
Heritage Investors Management Corp
Maryland
$20M +$616K +8,311 +3%
TBC
245
Tweedy, Browne Co
Connecticut
$19.6M -$205K -2,764 -1%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$19.6M -$196K -2,650 -1%
CB
247
Commerce Bank
Missouri
$19.5M -$895K -12,079 -4%
JPMPWA
248
J.P. Morgan Private Wealth Advisors
California
$18.6M -$2.97M -40,084 -14%
TCA
249
Taconic Capital Advisors
New York
$18.5M +$3.71M +50,000 +25%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$18.5M -$1.23M -16,539 -6%
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