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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 %
GIP
426
Greatmark Investment Partners
Georgia
$4.15M +$1.05M +15,165 +34%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$4.08M -$250K -3,600 -6%
LIC
428
Lodestar Investment Counsel
Illinois
$4.08M -$83.5K -1,200 -2%
TAF
429
Tredje AP-fonden
Sweden
$4.07M +$49.5K +711 +1%
SIRP
430
Shelter Insurance Retirement Plan
Missouri
$4.05M – – –
TG
431
TCW Group
California
$4.04M -$22K -316 -0.5%
GG
432
Greenwood Gearhart
Arkansas
$4.03M -$23.9K -343 -0.6%
DC
433
Deere & Company
Illinois
$4M -$60K -862 -1%
BSPF
434
British Steel Pension Fund
United Kingdom
$3.97M +$3.97M +57,075 New
Millennium Management
435
Millennium Management
New York
$3.95M +$490K +7,040 +14%
1SB
436
1ST Source Bank
Indiana
$3.92M -$287K -4,134 -7%
IR
437
IAT Reinsurance
New York
$3.9M +$3.9M +56,000 New
TNB
438
Thomasville National Bank
Georgia
$3.8M +$71.8K +1,033 +2%
COPPSERS
439
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.8M -$1.6K -23 -0%
FCT
440
Family Capital Trust
Massachusetts
$3.79M +$2.38M +34,229 +168%
HL
441
HeadInvest LLC
Maine
$3.79M -$337K -4,846 -8%
CRCM
442
Crystal Rock Capital Management
Illinois
$3.76M +$186K +2,675 +5%
PPSG
443
Princeton Portfolio Strategies Group
New Jersey
$3.76M +$13.9K +200 +0.4%
NFGCM
444
Norman Fields Gottscho Capital Management
New York
$3.73M -$98.4K -1,415 -3%
SIG
445
Sky Investment Group
Connecticut
$3.71M +$15.7K +225 +0.4%
PHS
446
Pekin Hardy Strauss
Illinois
$3.71M +$500K +7,186 +16%
Parallax Volatility Advisers
447
Parallax Volatility Advisers
California
$3.65M -$50.6M -726,929 -93%
DekaBank Deutsche Girozentrale
448
DekaBank Deutsche Girozentrale
Germany
$3.64M -$265K -3,757 -7%
RA
449
RiverPark Advisors
New York
$3.63M +$72.3K +1,040 +2%
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$3.63M -$1.49M -21,407 -29%
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