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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 %
RMA
301
Roffman Miller Associates
Pennsylvania
$11.1M +$251K +3,392 +2%
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$11M +$38.2K +515 +0.3%
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$11M +$285K +3,844 +3%
GRQ
304
Gardner Russo & Quinn
Pennsylvania
$10.8M -$583K -7,860 -5%
WT
305
Whittier Trust
California
$10.5M -$778K -10,490 -7%
LHC
306
Levy Harkins & Co
New York
$10.5M -$44.5K -620 -0.4%
OC
307
Oppenheimer & Co
New York
$10.3M -$43.5K -587 -0.4%
DJSG
308
D.J. St. Germain
Massachusetts
$10.3M -$24.9K -336 -0.2%
EIA
309
Edgemoor Investment Advisors
Maryland
$10.1M +$1.26M +17,057 +14%
ST
310
Spot Trading
Illinois
$10.1M +$4.36M +58,844 +76%
Asset Management One
311
Asset Management One
Japan
$10.1M -$685K -9,355 -6%
GGI
312
Godsey & Gibb Inc
Virginia
$10.1M -$102K -1,381 -1%
ANI
313
American National Insurance
Texas
$9.96M – – –
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$9.66M -$18.2M -245,250 -65%
CA
315
Cullinan Associates
Kentucky
$9.64M +$449K +6,060 +5%
LPL Financial
316
LPL Financial
California
$9.59M -$5.6M -72,480 -37%
HFS
317
Haverford Financial Services
Pennsylvania
$9.47M -$13.2K -178 -0.1%
HCMNY
318
Howard Capital Management (New York)
New York
$9.44M +$65.8K +888 +0.7%
BUB
319
BBVA USA Bancshares
Texas
$9.39M +$166K +2,244 +2%
SIM
320
Sentry Investment Management
Wisconsin
$9.18M +$1.09M +14,719 +13%
QAM
321
QCI Asset Management
New York
$9.16M +$351K +4,732 +4%
TIP
322
Torray Investment Partners
Maryland
$9.11M -$29.7K -400 -0.3%
EDRH
323
Edmond de Rothschild Holding
Switzerland
$9.07M -$1.83M -24,724 -17%
Connor, Clark & Lunn Investment Management (CC&L)
324
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.05M +$9.05M +122,075 New
OPCM
325
Osborne Partners Capital Management
California
$9.04M +$110K +1,481 +1%
11 12
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