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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 %
WAM
351
World Asset Management
Michigan
$6.46M +$90.7K +1,304 +1%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$6.43M -$417K -6,000 -6%
CBOA
353
Commonwealth Bank of Australia
Australia
$6.36M +$86.2K +1,240 +1%
EDRH
354
Edmond de Rothschild Holding
Switzerland
$6.26M -$2.25M -32,361 -26%
NCM
355
Noesis Capital Mangement
Florida
$6.25M +$151K +2,165 +2%
SC
356
Salzman & Co
New York
$6.21M +$6.21M +89,339 New
CL
357
Croft-Leominster
Maryland
$6.21M -$187K -2,683 -3%
BOIA
358
Bush ODonnell Investment Advisors
Missouri
$5.96M -$116K -1,661 -2%
FTIOP
359
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.95M +$161K +2,320 +3%
YP
360
Yellowstone Partners
Idaho
$5.88M +$5.33M +76,586 +958%
PVH
361
Psagot Value Holdings
Israel
$5.81M -$162K -2,332 -3%
SCM
362
Sterling Capital Management
North Carolina
$5.79M -$174K -2,508 -3%
Ninety One (UK)
363
Ninety One (UK)
United Kingdom
$5.74M +$79.8K +1,147 +1%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$5.72M -$355K -5,110 -6%
CCA
365
Cobblestone Capital Advisors
New York
$5.7M +$2.58M +37,098 +83%
LT
366
LJ Trust
Nevada
$5.7M +$104K +1,500 +2%
Connor, Clark & Lunn Investment Management (CC&L)
367
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.68M -$2.81M -40,450 -33%
PA
368
Pinnacle Associates
New York
$5.64M -$239K -3,438 -4%
SAM
369
Securian Asset Management
Minnesota
$5.56M +$5.5K +79 +0.1%
OCM
370
Olstein Capital Management
New York
$5.56M +$2.43M +35,000 +78%
BPC
371
Banque Pictet & Cie
Switzerland
$5.54M -$1.11M -16,007 -17%
CAM
372
Carret Asset Management
New York
$5.51M +$387K +5,560 +8%
NRS
373
Neville Rodie & Shaw
New York
$5.51M -$432K -6,205 -7%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$5.51M -$738K -10,607 -12%
FG
375
Fiduciary Group
Georgia
$5.48M +$247K +3,550 +5%
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