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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 %
ZIG
326
Zurich Insurance Group
Switzerland
$7.32M +$7.32M +105,193 New
Adage Capital Partners
327
Adage Capital Partners
Massachusetts
$7.28M -$84.4M -1,213,700 -92%
CK
328
Cohen Klingenstein
New York
$7.28M – – –
Toronto Dominion Bank
329
Toronto Dominion Bank
Ontario, Canada
$7.26M +$484K +6,948 +7%
WT
330
Whittier Trust
California
$7.17M -$2.66M -38,315 -27%
CCM
331
Channing Capital Management
Illinois
$7.15M – – –
PG
332
PEAK6 Group
Illinois
$7.08M -$17.1M -245,210 -71%
OI
333
Oakbrook Investments
Illinois
$7.07M -$20.9K -300 -0.3%
TAM
334
Tocqueville Asset Management
New York
$7.05M -$13.3M -191,175 -65%
BCM
335
Buckhead Capital Management
Georgia
$7.03M +$1.21M +17,365 +21%
CA
336
Cullinan Associates
Kentucky
$6.95M -$2.09M -30,050 -23%
HA
337
Hays Advisory
Tennessee
$6.92M -$950K -13,659 -12%
SW
338
SVB Wealth
Massachusetts
$6.88M -$1.31M -18,906 -16%
BFM
339
Boston Financial Management
Massachusetts
$6.83M -$499K -7,178 -7%
RAM
340
RK Asset Management
Michigan
$6.79M -$41.7K -599 -0.6%
FIB
341
First Interstate Bank
Montana
$6.76M +$99K +1,423 +1%
V
342
ValueWorks
New York
$6.74M -$556K -7,997 -8%
MIM
343
Manitou Investment Management
Ontario, Canada
$6.74M +$369K +5,310 +6%
FQ
344
First Quadrant
California
$6.74M -$3.99M -57,304 -37%
DILH
345
Dai-ichi Life Holdings
Japan
$6.69M -$1.11M -15,922 -14%
SMDAM
346
Sumitomo Mitsui DS Asset Management
Japan
$6.54M -$486K -6,991 -7%
TSW
347
Thompson Siegel & Walmsley
Virginia
$6.5M +$4.94M +70,980 +315%
MOACM
348
Mutual of America Capital Management
New York
$6.5M -$62K -892 -0.9%
WAM
349
Winslow Asset Management
Ohio
$6.46M -$245K -3,525 -4%
CTA
350
Chesley Taft & Associates
Illinois
$6.46M -$6.26K -90 -0.1%
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