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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 %
CCP
276
Clarkston Capital Partners
Michigan
$14.7M +$568K +7,660 +4%
ZIC
277
ZWJ Investment Counsel
Georgia
$14.5M +$183K +2,462 +1%
EIM
278
ExxonMobil Investment Management
Texas
$14.5M +$107K +1,442 +0.7%
AF
279
Ally Financial
Michigan
$14.5M +$741K +10,000 +5%
AH
280
Achievement Holdings
Illinois
$14.4M +$14.4M +194,800 New
FAF
281
Fjarde Ap-fonden
Sweden
$13.8M -$775K -10,452 -5%
MAA
282
Matrix Asset Advisors
New York
$13.7M +$2.25M +30,386 +20%
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
$13.6M -$23.4K -315 -0.2%
TAM
284
Taurus Asset Management
New York
$13.6M +$67.6K +912 +0.5%
BFS
285
Bradley Foster & Sargent
Connecticut
$13.2M -$1.47M -19,808 -10%
NM
286
Naya Management
United Kingdom
$13M -$36M -486,150 -73%
William Blair & Company
287
William Blair & Company
Illinois
$12.1M -$5.24M -70,669 -30%
MIS
288
Morningstar Investment Services
Illinois
$12.1M +$3.2M +43,175 +36%
SCM
289
Symons Capital Management
Pennsylvania
$12.1M -$794K -10,707 -6%
TCM
290
Tetrem Capital Management
Manitoba, Canada
$12M +$12M +162,465 New
BTS
291
BB&T Securities
Virginia
$11.8M +$111K +1,499 +1%
JAM
292
Jupiter Asset Management
United Kingdom
$11.6M -$1.25M -16,884 -10%
URS
293
Utah Retirement Systems
Utah
$11.5M +$59.3K +800 +0.5%
FQ
294
First Quadrant
California
$11.4M -$8.81M -118,796 -44%
SBWIC
295
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.3M +$57.8K +780 +0.5%
FBA
296
Front Barnett Associates
Illinois
$11.2M +$77.2K +1,041 +0.7%
IAM
297
Integre Asset Management
New York
$11.2M +$256K +3,458 +2%
SB
298
Suntrust Banks
Georgia
$11.2M -$368K -4,970 -3%
CS
299
Central Securities
New York
$11.1M – – –
PP
300
PDT Partners
New York
$11.1M +$7.85M +105,887 +241%
10 11
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