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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.

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
1
Dodge & Cox
California
$1.19B
2
Capital International Investors
2
Capital International Investors
California
$485M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$841M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$240M

Top Sellers

1
VH
1
ValueAct Holdings
California
$0
2
Capital World Investors
2
Capital World Investors
California
$1.42B
3
DSA
3
Davis Selected Advisers
Arizona
$1.06B
4
Morgan Stanley
4
Morgan Stanley
New York
$569M
5
PI
5
Putnam Investments
Massachusetts
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
26
Fiduciary Management Inc
Wisconsin
$447M -$20.9M -301,005 -4%
BG
27
BlackRock Group
United Kingdom
$438M -$5.22M -75,043 -1%
Invesco
28
Invesco
Georgia
$429M +$10.1M +145,481 +2%
Bank of America
29
Bank of America
North Carolina
$421M -$53.9M -774,818 -11%
IC
30
Institutional Capital
Illinois
$355M +$17.2M +247,506 +5%
Baillie Gifford & Co
31
Baillie Gifford & Co
United Kingdom
$330M +$17.5M +251,890 +6%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$326M +$6.56M +94,315 +2%
TCIM
33
TIAA CREF Investment Management
New York
$285M -$885K -12,730 -0.3%
Artisan Partners
34
Artisan Partners
Wisconsin
$284M -$7.97M -114,651 -3%
ClearBridge Investments
35
ClearBridge Investments
New York
$278M -$90.2M -1,296,891 -24%
Legal & General Group
36
Legal & General Group
United Kingdom
$257M +$1.31M +18,837 +0.5%
Wells Fargo
37
Wells Fargo
California
$256M -$25.7M -369,583 -9%
RCWMU
38
Rothschild & Co Wealth Management (UK)
United Kingdom
$245M +$24.8M +356,986 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$240M +$235M +3,384,767 +5,526%
Deutsche Bank
40
Deutsche Bank
Germany
$224M +$30.1M +432,087 +16%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$223M +$7.53M +108,226 +3%
UBS AM
42
UBS AM
Illinois
$220M -$44.7M -642,564 -17%
AllianceBernstein
43
AllianceBernstein
Tennessee
$216M +$8.7M +125,076 +4%
FPA
44
First Pacific Advisors
California
$209M +$153M +2,201,980 +272%
Goldman Sachs
45
Goldman Sachs
New York
$207M -$42.9M -616,509 -17%
SOMRS
46
State of Michigan Retirement System
Michigan
$206M +$98.3M +1,413,300 +92%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$203M +$50.5M +725,778 +33%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$200M -$24.7M -355,678 -11%
PP
49
Prudential plc
United Kingdom
$194M +$7.44M +107,000 +4%
TCI Fund Management
50
TCI Fund Management
United Kingdom
$190M -$90.7M -1,304,788 -32%
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