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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 %
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$12.9M -$1.4M -20,133 -10%
FAF
277
Fjarde Ap-fonden
Sweden
$12.8M -$148K -2,130 -1%
LPL Financial
278
LPL Financial
California
$12.7M +$4.45M +66,931 +54%
TAM
279
Taurus Asset Management
New York
$12.7M -$78.9K -1,134 -0.6%
William Blair & Company
280
William Blair & Company
Illinois
$12.3M +$971K +13,968 +9%
UAM
281
UAS Asset Management
New York
$12.2M +$4.9M +70,525 +67%
SAM
282
Silvercrest Asset Management
New York
$12M +$6.58M +94,661 +121%
VSI
283
Verde Servicos Internacionais
Brazil
$11.9M +$11.9M +187,745 New
Zurich Cantonal Bank
284
Zurich Cantonal Bank
Switzerland
$11.8M -$940K -13,522 -7%
BFS
285
Bradley Foster & Sargent
Connecticut
$11.6M -$730K -10,500 -6%
RCAMU
286
Rothschild & Co Asset Management US
Connecticut
$11.4M -$26.6M -382,100 -70%
SB
287
Suntrust Banks
Georgia
$11M +$486K +6,982 +5%
SBWIC
288
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.9M +$335K +4,810 +3%
RMA
289
Roffman Miller Associates
Pennsylvania
$10.9M +$498K +7,162 +5%
URS
290
Utah Retirement Systems
Utah
$10.8M +$20.9K +300 +0.2%
FBA
291
Front Barnett Associates
Illinois
$10.6M +$6.96K +100 +0.1%
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$10.5M +$202K +2,900 +2%
GRQ
293
Gardner Russo & Quinn
Pennsylvania
$10.4M +$333K +4,790 +3%
CS
294
Central Securities
New York
$10.4M – – –
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$10.3M +$12.4K +179 +0.1%
JAM
296
Jupiter Asset Management
United Kingdom
$9.97M -$939K -13,496 -9%
GGI
297
Godsey & Gibb Inc
Virginia
$9.95M +$502K +7,219 +5%
BTS
298
BB&T Securities
Virginia
$9.81M -$1.25M -17,917 -11%
DJSG
299
D.J. St. Germain
Massachusetts
$9.61M -$16.3K -235 -0.2%
Asset Management One
300
Asset Management One
Japan
$9.45M -$239K -3,390 -2%
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