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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 %
EIA
301
Edgemoor Investment Advisors
Maryland
$9.38M -$111K -1,599 -1%
ANI
302
American National Insurance
Texas
$9.34M – – –
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$9.22M -$10.2M -145,944 -52%
LHC
304
Levy Harkins & Co
New York
$9.15M -$1.01M -14,545 -10%
QAM
305
QCI Asset Management
New York
$8.82M +$229K +3,297 +3%
HCMNY
306
Howard Capital Management (New York)
New York
$8.78M -$74.1K -1,066 -0.8%
MAA
307
Matrix Asset Advisors
New York
$8.72M -$4.11M -59,131 -32%
WRF
308
Waddell & Reed Financial
Kansas
$8.69M -$42.7M -614,163 -83%
HPC
309
HM Payson & Co
Maine
$8.6M -$5.38M -77,331 -38%
TIP
310
Torray Investment Partners
Maryland
$8.57M +$28.2K +405 +0.3%
BUB
311
BBVA USA Bancshares
Texas
$8.5M -$306K -4,399 -3%
OPCM
312
Osborne Partners Capital Management
California
$8.42M -$62K -891 -0.7%
OC
313
Oppenheimer & Co
New York
$8.35M -$1.32M -19,002 -14%
NEI
314
Northwest & Ethical Investments
Ontario, Canada
$8.09M +$535K +7,687 +7%
HFS
315
Haverford Financial Services
Pennsylvania
$8.02M -$860K -12,370 -10%
AC
316
Argentiere Capital
Switzerland
$8M +$8M +114,950 New
MFBTD
317
MB Financial Bank - Trust Department
Illinois
$7.89M +$62.2K +894 +0.8%
GH
318
GAM Holding
Switzerland
$7.77M +$146K +2,100 +2%
AMI
319
Amica Mutual Insurance
Rhode Island
$7.69M – – –
MSA
320
Mason Street Advisors
Wisconsin
$7.6M -$57.4K -825 -0.7%
GIA
321
Granite Investment Advisors
New Hampshire
$7.56M -$501K -7,205 -6%
11A
322
10-15 Associates
New York
$7.5M +$339K +4,872 +5%
RJFSA
323
Raymond James Financial Services Advisors
Florida
$7.45M +$1.96M +28,220 +36%
BAC
324
Boys Arnold & Co
North Carolina
$7.43M +$3.15M +45,239 +73%
PWLP
325
Prio Wealth Limited Partnership
Massachusetts
$7.33M -$1.73M -24,925 -19%
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