AXP icon

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 %
GAM
401
Griffin Asset Management
New York
$4.67M -$435K -6,257 -9%
CAM
402
Cubic Asset Management
Massachusetts
$4.66M -$167K -2,400 -3%
QI
403
QS Investors
New York
$4.66M +$35.6K +512 +0.8%
CCFCSB
404
Cape Cod Five Cents Savings Bank
Massachusetts
$4.65M -$81.6K -1,174 -2%
DL
405
Delta Lloyd
Netherlands
$4.63M +$120K +1,721 +3%
TAM
406
Trillium Asset Management
Massachusetts
$4.63M -$258K -3,711 -5%
SIM
407
Sentry Investment Management
Wisconsin
$4.63M -$3.99M -57,341 -46%
AAM
408
Advisors Asset Management
Colorado
$4.6M +$232K +3,335 +5%
WTC
409
WhitTier Trust Company
Nevada
$4.6M -$569K -8,177 -11%
RCM
410
Riverhead Capital Management
Delaware
$4.57M -$2.76M -39,697 -38%
CAM
411
Capstone Asset Management
Texas
$4.57M +$141K +2,029 +3%
DY
412
Dowling & Yahnke
California
$4.52M -$266K -3,830 -6%
PCI
413
Pacifica Capital Investments
Texas
$4.47M -$37.6K -540 -0.8%
RC
414
Roundview Capital
New Jersey
$4.46M +$1.86M +26,775 +72%
V
415
Veritable
Delaware
$4.42M +$269K +3,874 +6%
KRS
416
Kentucky Retirement Systems
Kentucky
$4.42M +$358K +5,145 +9%
SMI
417
Shelter Mutual Insurance
Missouri
$4.4M – – –
CIM
418
Calvert Investment Management
Maryland
$4.33M +$1.29M +18,618 +43%
SWM
419
SVA Wealth Management
Wisconsin
$4.31M +$200K +2,875 +5%
MC
420
Middleton & Co
Massachusetts
$4.31M -$914K -13,139 -17%
PP
421
Patten & Patten
Tennessee
$4.28M -$313K -4,495 -7%
Creative Planning
422
Creative Planning
Kansas
$4.24M +$191K +2,744 +5%
MIC
423
MU Investments Company
Japan
$4.22M +$4.03M +57,810 +2,165%
AIC
424
Argus Investors Counsel
New York
$4.17M -$250K -3,600 -6%
AT
425
Arden Trust
Delaware
$4.15M +$194K +2,796 +5%
15 16
17
18 19