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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 %
Lazard Asset Management
251
Lazard Asset Management
New York
$16.1M -$185K -2,654 -1%
UCFA
252
United Capital Financial Advisors
Texas
$16M -$3.68M -52,901 -19%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$15.8M -$1.61M -23,182 -9%
ASRS
254
Arizona State Retirement System
Arizona
$15.7M -$542K -7,800 -3%
CB
255
Commerce Bank
Missouri
$15.6M -$2.64M -37,924 -14%
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$15.6M -$1.9M -27,363 -11%
MA
257
MUFG Americas
New York
$15.3M -$550K -7,906 -3%
ST
258
Spot Trading
Illinois
$15.2M +$5.71M +82,141 +60%
IIP
259
Intermede Investment Partners
United Kingdom
$15.2M +$15.2M +218,210 New
PIA
260
Piedmont Investment Advisors
North Carolina
$15M +$117K +1,687 +0.8%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M -$723K -10,400 -5%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$14.7M -$529K -7,602 -3%
IRF
263
IBM Retirement Fund
New York
$14.7M -$14.7K -211 -0.1%
SWITC
264
Stewart West Indies Trading Company
Colorado
$14.6M – – –
ATN
265
AMF Tjänstepension
Sweden
$14.5M -$18.4M -264,612 -56%
ABTD
266
Arvest Bank Trust Division
Oklahoma
$14.1M -$108K -1,549 -0.8%
Comerica Bank
267
Comerica Bank
Texas
$14.1M -$1.27M -19,883 -8%
KBC Group
268
KBC Group
Belgium
$14.1M -$1.05M -15,054 -7%
BNP Paribas Asset Management
269
BNP Paribas Asset Management
France
$14M +$67.5K +970 +0.5%
ZIC
270
ZWJ Investment Counsel
Georgia
$14M +$352K +5,061 +3%
NAM
271
North American Management
Massachusetts
$14M +$8.07M +116,093 +137%
AF
272
Ally Financial
Michigan
$13.6M – – –
EIM
273
ExxonMobil Investment Management
Texas
$13M -$546K -7,857 -4%
TU
274
TDAM USA
Ontario, Canada
$13M -$2.18M -31,344 -14%
AI
275
Ariel Investments
Illinois
$12.9M +$5.36M +77,092 +71%
9 10
11
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