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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 %
RAM
351
RK Asset Management
Michigan
$7.28M +$66.8K +901 +0.9%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$7.23M +$585K +7,867 +9%
WAM
353
Winslow Asset Management
Ohio
$7.15M -$32.5K -438 -0.5%
FIB
354
First Interstate Bank
Montana
$7.1M +$442K +5,963 +7%
BPC
355
Banque Pictet & Cie
Switzerland
$7.09M +$7.09M +95,644 New
MOACM
356
Mutual of America Capital Management
New York
$7M -$111K -1,495 -2%
CTA
357
Chesley Taft & Associates
Illinois
$6.89M +$1.97M +26,538 +40%
First Trust Advisors
358
First Trust Advisors
Illinois
$6.89M +$6.89M +92,905 New
CL
359
Croft-Leominster
Maryland
$6.81M -$298K -4,024 -4%
MIM
360
Manitou Investment Management
Ontario, Canada
$6.79M +$6.79M +91,550 New
WAM
361
World Asset Management
Michigan
$6.79M -$56.6K -764 -0.8%
CBOA
362
Commonwealth Bank of Australia
Australia
$6.68M +$25.2K +340 +0.4%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$6.66M +$6.66M +89,802 New
LS
364
Livforsakringsbolaget Skandia
Sweden
$6.65M – – –
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$6.56M -$84.1K -1,135 -1%
NCM
366
Noesis Capital Mangement
Florida
$6.5M -$747K -10,075 -10%
BOIA
367
Bush ODonnell Investment Advisors
Missouri
$6.48M -$275K -3,710 -4%
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$6.48M -$372K -5,017 -5%
PVH
369
Psagot Value Holdings
Israel
$6.37M +$92.3K +1,245 +1%
SCM
370
Sterling Capital Management
North Carolina
$6.36M -$17.6K -238 -0.3%
NRS
371
Neville Rodie & Shaw
New York
$6.33M +$3.39M +45,690 +115%
TH
372
Timber Hill
Connecticut
$6.31M +$2.53M +34,085 +67%
PA
373
Pinnacle Associates
New York
$6.27M -$2.17M -29,325 -26%
NAM
374
North American Management
Massachusetts
$6.26M -$9.11M -122,883 -59%
Truist Financial
375
Truist Financial
North Carolina
$6.26M -$736K -9,927 -11%
13 14
15
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