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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 %
LS
376
Livforsakringsbolaget Skandia
Sweden
$5.41M -$828K -11,900 -13%
MIM
377
Marco Investment Management
Georgia
$5.4M -$115K -1,650 -2%
Rafferty Asset Management
378
Rafferty Asset Management
New York
$5.37M -$435K -6,198 -7%
PP
379
Paloma Partners
Connecticut
$5.36M +$4.04M +58,121 +308%
HCMT
380
Highland Capital Management (Texas)
Texas
$5.34M +$5.34M +76,750 New
CIC
381
Cutler Investment Counsel
Oregon
$5.32M -$46K -661 -0.9%
BC
382
Bartlett & Co
Ohio
$5.29M -$1.11K -16 -0%
CB
383
Chemical Bank
Michigan
$5.22M -$232K -3,330 -4%
Boston Partners
384
Boston Partners
Massachusetts
$5.15M +$5.15M +74,105 New
BFIC
385
Bedell Frazier Investment Counselling
California
$5.14M +$583K +8,380 +13%
GA
386
GFS Advisors
Texas
$5.09M -$110K -1,587 -2%
CCM
387
Chilton Capital Management
Texas
$5.06M -$9.14M -131,442 -64%
Truist Financial
388
Truist Financial
North Carolina
$5.05M -$829K -11,912 -14%
IAM
389
Integre Asset Management
New York
$5M -$5.54M -79,667 -53%
APFBOT
390
Amica Pension Fund Board of Trustees
Rhode Island
$5M – – –
CIP
391
Chartwell Investment Partners
Pennsylvania
$4.97M +$426K +6,130 +9%
AAF
392
Andra AP-fonden
Sweden
$4.94M – – –
SC
393
Scotia Capital
Ontario, Canada
$4.84M -$147K -2,000 -3%
OMC
394
Overbrook Management Corp
New York
$4.8M -$38.3K -550 -0.8%
SC
395
SouthState Corp
Florida
$4.79M -$182K -2,615 -4%
CC
396
Cipher Capital
New York
$4.79M +$4.79M +68,806 New
NP
397
NS Partners
United Kingdom
$4.77M -$449K -6,455 -9%
BFA
398
Bragg Financial Advisors
North Carolina
$4.75M +$168K +2,421 +4%
SFG
399
Sather Financial Group
Texas
$4.73M +$45.2K +650 +1%
CSIC
400
Clifford Swan Investment Counsel
California
$4.71M +$218K +3,140 +5%
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