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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 %
CSIC
426
Clifford Swan Investment Counsel
California
$4.79M +$336K +4,535 +8%
SEI Investments
427
SEI Investments
Pennsylvania
$4.78M +$293K +3,954 +7%
CAM
428
Capstone Asset Management
Texas
$4.72M -$51.2K -690 -1%
AIC
429
Argus Investors Counsel
New York
$4.71M – – –
SMI
430
Shelter Mutual Insurance
Missouri
$4.69M – – –
VRS
431
Virginia Retirement Systems
Virginia
$4.68M +$432K +5,830 +10%
AAM
432
Advisors Asset Management
Colorado
$4.66M +$94.3K +1,272 +2%
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$4.61M -$111K -1,500 -2%
BAC
434
Boys Arnold & Co
North Carolina
$4.57M -$105K -1,414 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
435
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.54M -$344M -4,642,470 -99%
1SB
436
1ST Source Bank
Indiana
$4.49M +$70K +944 +2%
BF
437
BOK Financial
Oklahoma
$4.46M +$79.2K +1,068 +2%
LIC
438
Lodestar Investment Counsel
Illinois
$4.43M +$81.5K +1,100 +2%
V
439
Veritable
Delaware
$4.43M +$130K +1,748 +3%
HL
440
HeadInvest LLC
Maine
$4.39M -$213K -2,876 -5%
SWM
441
SVA Wealth Management
Wisconsin
$4.38M +$282K +3,804 +7%
Bessemer Group
442
Bessemer Group
New Jersey
$4.38M +$26.6K +359 +0.6%
TG
443
TCW Group
California
$4.33M -$50.9K -686 -1%
KRS
444
Kentucky Retirement Systems
Kentucky
$4.33M -$40.4K -545 -0.9%
DC
445
Deere & Company
Illinois
$4.33M -$512K -6,902 -11%
GG
446
Greenwood Gearhart
Arkansas
$4.32M +$28.2K +380 +0.7%
Creative Planning
447
Creative Planning
Kansas
$4.32M +$166K +2,239 +4%
SIRP
448
Shelter Insurance Retirement Plan
Missouri
$4.31M – – –
TAF
449
Tredje AP-fonden
Sweden
$4.29M -$470K -6,346 -10%
RSVP
450
Ramsay Stattman Vela & Price
Colorado
$4.22M -$425K -5,730 -9%
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