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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 %
DMIC
401
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.42M +$160K +2,163 +3%
AL
402
Airain Ltd
Guernsey
$5.39M +$5.39M +72,683 New
APFBOT
403
Amica Pension Fund Board of Trustees
Rhode Island
$5.33M +$534K +7,197 +11%
SC
404
SouthState Corp
Florida
$5.3M -$65.2K -880 -1%
AAF
405
Andra AP-fonden
Sweden
$5.26M -$764K -10,300 -13%
TAM
406
Trillium Asset Management
Massachusetts
$5.21M -$3.38M -45,568 -39%
OMC
407
Overbrook Management Corp
New York
$5.15M +$7.56K +102 +0.1%
CAM
408
Cubic Asset Management
Massachusetts
$5.15M +$61.2K +825 +1%
NCM
409
Novare Capital Management
North Carolina
$5.14M +$3.34K +45 +0.1%
DY
410
Dowling & Yahnke
California
$5.1M +$31.1K +419 +0.6%
SC
411
Scotia Capital
Ontario, Canada
$5.05M -$61.1K -823 -1%
CCFCSB
412
Cape Cod Five Cents Savings Bank
Massachusetts
$5.04M +$56.8K +766 +1%
CM
413
Churchill Management
California
$5.04M +$5.04M +68,016 New
SIPS
414
Shelter Insurance Profit Sharing
Missouri
$5.03M -$979K -13,200 -16%
SFG
415
Sather Financial Group
Texas
$5M +$1.84M +24,787 +58%
QI
416
QS Investors
New York
$4.93M -$278K -3,747 -5%
JG
417
Jefferies Group
New York
$4.91M -$32.6M -439,711 -87%
PP
418
Patten & Patten
Tennessee
$4.89M -$4.23M -57,095 -46%
BFA
419
Bragg Financial Advisors
North Carolina
$4.88M +$217K +2,933 +5%
AC
420
Addenda Capital
Quebec, Canada
$4.88M -$117K -1,573 -2%
BFIC
421
Bedell Frazier Investment Counselling
California
$4.86M +$4.86M +65,514 New
VFA
422
Virtus Fund Advisers
Connecticut
$4.85M -$1.78K -24 -0%
CIP
423
Chartwell Investment Partners
Pennsylvania
$4.85M +$445K +6,000 +10%
DL
424
Delta Lloyd
Netherlands
$4.81M +$47.4K +640 +1%
PCI
425
Pacifica Capital Investments
Texas
$4.8M -$133K -1,800 -3%
15 16
17
18 19