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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 %
SW
326
SVB Wealth
Massachusetts
$8.74M -$1.16M -15,703 -12%
GIA
327
Granite Investment Advisors
New Hampshire
$8.59M -$533K -7,193 -6%
HA
328
Hays Advisory
Tennessee
$8.38M -$34.2K -462 -0.4%
PCM
329
Prosiris Capital Management
New York
$8.38M +$8.38M +113,050 New
MFBTD
330
MB Financial Bank - Trust Department
Illinois
$8.34M +$1.14M +15,374 +16%
DILH
331
Dai-ichi Life Holdings
Japan
$8.31M -$1.11M -14,967 -12%
AMI
332
Amica Mutual Insurance
Rhode Island
$8.2M +$3.37M +45,489 +70%
MSA
333
Mason Street Advisors
Wisconsin
$8.16M -$176K -2,368 -2%
GH
334
GAM Holding
Switzerland
$8.12M -$891K -12,017 -10%
NEI
335
Northwest & Ethical Investments
Ontario, Canada
$8.06M – – –
LI
336
LMCG Investments
Massachusetts
$8.04M -$41.1K -555 -0.5%
AI
337
Ariel Investments
Illinois
$8.03M +$4.29M +57,906 +115%
RCM
338
Riverhead Capital Management
Delaware
$7.82M +$5.93K +80 +0.1%
BFM
339
Boston Financial Management
Massachusetts
$7.81M -$353K -4,766 -4%
UAM
340
UAS Asset Management
New York
$7.81M -$222K -3,000 -3%
V
341
ValueWorks
New York
$7.78M -$151K -2,035 -2%
CK
342
Cohen Klingenstein
New York
$7.76M – – –
11A
343
10-15 Associates
New York
$7.63M +$565K +7,618 +8%
CCM
344
Channing Capital Management
Illinois
$7.62M +$247K +3,332 +3%
MC
345
MSF Capital
New York
$7.59M -$45.3K -611 -0.6%
OI
346
Oakbrook Investments
Illinois
$7.55M +$534K +7,200 +8%
SMDAM
347
Sumitomo Mitsui DS Asset Management
Japan
$7.49M -$27.7K -374 -0.4%
CNB
348
City National Bank
California
$7.45M -$4.82M -65,073 -39%
GL
349
Globe Life
Texas
$7.34M -$1.11M -15,000 -13%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$7.3M +$430K +5,800 +6%
12 13
14
15 16