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American Express
AXP

Overview Fund Activity

1,271 hedge funds and large institutions have $55.8B invested in American Express in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 370 increasing their positions, 579 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
-6
Holders Change %
-0.47%
% of All Funds
33.38%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
1%
New
118
Increased
370
Reduced
579
Closed
108
Calls
$1.43B
Puts
$1.44B
Net Calls
-$15.9M
Net Calls Change
-$240M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$858M
2
Capital International Investors
Capital International Investors
California
+$443M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$442M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$356M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$235M

Top Sellers

1
VH
ValueAct Holdings
California
-$838M
2
Capital World Investors
Capital World Investors
California
-$823M
3
DSA
Davis Selected Advisers
Arizona
-$155M
4
Morgan Stanley
Morgan Stanley
New York
-$130M
5
PI
Putnam Investments
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
226
AMP Capital Investors
Australia
$20.2M -$1.55M -22,072 -7%
Citadel Advisors
227
Citadel Advisors
Florida
$20M -$18.8M -270,358 -48%
CM
228
CS McKee
Pennsylvania
$20M -$1.04M -14,910 -5%
AR
229
Advisory Research
Illinois
$19.3M -$187K -2,687 -1%
M&T Bank
230
M&T Bank
New York
$19.2M -$538K -7,730 -3%
CCMH
231
Cornerstone Capital Management Holdings
New York
$19.1M -$1.8M -25,839 -9%
HIMC
232
Heritage Investors Management Corp
Maryland
$19M +$269K +3,872 +1%
MIS
233
Morningstar Investment Services
Illinois
$19M +$7.63M +109,762 +67%
ACM
234
Aquamarine Capital Management
New York
$18.9M – – –
GIBU
235
Gulf International Bank (UK)
United Kingdom
$18.7M +$362K +5,200 +2%
SAM
236
Sawgrass Asset Management
Florida
$18.7M -$245K -3,517 -1%
TBC
237
Tweedy, Browne Co
Connecticut
$18.4M -$48.4K -696 -0.3%
TCA
238
Taconic Capital Advisors
New York
$18.1M +$696K +10,000 +4%
WBC
239
Westpac Banking Corp
Australia
$17.9M +$1.48M +21,265 +9%
AQR Capital Management
240
AQR Capital Management
Connecticut
$17.5M +$12.1M +173,531 +221%
PNC
241
Park National Corp
Ohio
$17.3M +$76.2K +1,096 +0.4%
EWM
242
Evercore Wealth Management
New York
$17.2M -$1.91M -27,523 -10%
GAI
243
General American Investors
New York
$17M – – –
MIM
244
Martin Investment Management
Florida
$17M -$1.6K -23 -0%
IG
245
ING Group
Netherlands
$17M +$17M +244,380 New
TCM
246
Tetrem Capital Management
Manitoba, Canada
$16.4M +$5.12M +73,550 +45%
VDI
247
Vaughan David Investments
Illinois
$16.4M +$323K +4,650 +2%
KeyBank National Association
248
KeyBank National Association
Ohio
$16.3M +$222K +3,187 +1%
CCP
249
Clarkston Capital Partners
Michigan
$16.3M +$2.48M +35,728 +18%
HNB
250
Huntington National Bank
Ohio
$16.2M -$236K -3,389 -1%
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