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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 %
MYAM
476
Meiji Yasuda Asset Management
Japan
$3.54M +$46.6K +628 +1%
DBT
477
Dubuque Bank & Trust
Iowa
$3.53M -$864K -11,656 -20%
DP
478
Dearborn Partners
Illinois
$3.53M -$15.6K -210 -0.4%
FBNAT
479
FirstMerit Bank N.A. Trustee
Ohio
$3.5M -$2.17M -29,302 -38%
AA
480
Apriem Advisors
California
$3.5M +$93.5K +1,261 +3%
SI
481
Stephens Inc
Arkansas
$3.47M +$688K +9,282 +25%
SJL
482
Shayne & Jacobs LLC
Tennessee
$3.46M – – –
PWP
483
Private Wealth Partners
California
$3.46M -$879K -11,860 -20%
SAM
484
Symphony Asset Management
California
$3.46M -$175K -2,366 -5%
PHS
485
Pekin Hardy Strauss
Illinois
$3.42M +$3.13M +42,268 +1,089%
PFP
486
Pinnacle Financial Partners
Tennessee
$3.42M +$551K +7,434 +19%
AIA
487
Alerus Investment Advisors
Minnesota
$3.41M -$274K -3,700 -7%
GAG
488
GM Advisory Group
New York
$3.4M +$258K +3,477 +8%
DG
489
Davidson & Garrard
Virginia
$3.39M -$93.4K -1,260 -3%
PL
490
Parthenon LLC
Kentucky
$3.36M +$156K +2,100 +5%
OCM
491
Olstein Capital Management
New York
$3.34M +$3.34M +45,000 New
MHC
492
Meyer Handelman Company
New York
$3.33M – – –
CCA
493
Cobblestone Capital Advisors
New York
$3.32M +$3.32M +44,810 New
GIP
494
Greatmark Investment Partners
Georgia
$3.3M +$1.7M +22,865 +106%
DC
495
Davenport & Co
Virginia
$3.28M -$103K -1,383 -3%
JPC
496
Jackson Park Capital
Utah
$3.26M – – –
GC
497
Grace Capital
Massachusetts
$3.26M – – –
BCM
498
Birmingham Capital Management
Alabama
$3.25M +$63K +850 +2%
OA
499
OFI Advisors
Pennsylvania
$3.25M -$162K -2,183 -5%
CIM
500
Calvert Investment Management
Maryland
$3.23M +$527K +7,112 +19%
18 19
20
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