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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 %
CIA
451
Choate Investment Advisors
Massachusetts
$3.61M -$171K -1,836 -5%
SI
452
Stephens Inc
Arkansas
$3.59M +$342K +4,924 +11%
BCM
453
Becker Capital Management
Oregon
$3.54M +$3.54M +50,930 New
LMGAM
454
Liberty Mutual Group Asset Management
Massachusetts
$3.53M +$836K +12,021 +31%
NSEDCP
455
NJ State Employees Deferred Compensation Plan
New Jersey
$3.48M – – –
HA
456
Hamel Associates
New Jersey
$3.46M -$457K -6,575 -12%
MYAM
457
Meiji Yasuda Asset Management
Japan
$3.46M +$135K +1,936 +4%
NIT
458
NumerixS Investment Technologies
British Columbia, Canada
$3.44M +$1.31M +18,789 +61%
DMIC
459
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.4M -$1.69M -24,240 -33%
O
460
OppenheimerFunds
New York
$3.38M +$3.38M +48,303 New
AIM
461
Allen Investment Management
New York
$3.35M – – –
JPC
462
Jackson Park Capital
Utah
$3.34M +$278K +4,000 +9%
AA
463
AlphaMark Advisors
Kentucky
$3.32M -$94.4K -1,357 -3%
PMG
464
ProVise Management Group
Florida
$3.32M +$458K +6,580 +16%
CTC
465
Central Trust Company
Missouri
$3.28M -$49.6K -713 -1%
HC
466
Hendley & Co
Ohio
$3.28M +$1.12M +16,118 +52%
BF
467
BOK Financial
Oklahoma
$3.27M -$914K -13,148 -22%
SJL
468
Shayne & Jacobs LLC
Tennessee
$3.25M – – –
DBT
469
Dubuque Bank & Trust
Iowa
$3.21M -$97.9K -1,407 -3%
EDRS
470
Edmond de Rothschild (Suisse)
Switzerland
$3.2M -$1.92M -27,650 -38%
AIA
471
Alerus Investment Advisors
Minnesota
$3.18M -$18.8K -271 -0.6%
WF
472
Welch & Forbes
Massachusetts
$3.17M +$154K +2,216 +5%
Fiera Capital (Canada)
473
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$215K -3,091 -6%
BCM
474
Birmingham Capital Management
Alabama
$3.15M +$97.4K +1,400 +3%
DnB Asset Management
475
DnB Asset Management
Norway
$3.15M -$208K -2,990 -6%
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