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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 %
BIC
476
Bridges Investment Counsel
Nebraska
$3.13M – – –
MHC
477
Meyer Handelman Company
New York
$3.12M – – –
PWP
478
Private Wealth Partners
California
$3.11M -$141K -2,030 -4%
DG
479
Davidson & Garrard
Virginia
$3.1M -$75.1K -1,080 -2%
RRAM
480
River Road Asset Management
Kentucky
$3.07M +$333K +4,794 +12%
DC
481
Davenport & Co
Virginia
$3.04M -$28.9K -415 -0.9%
DADC
482
D.A. Davidson & Co
Montana
$3.03M -$385K -5,540 -11%
AA
483
Apriem Advisors
California
$3.01M -$273K -3,927 -8%
PL
484
Parthenon LLC
Kentucky
$3M -$157K -2,255 -5%
RCM
485
Riverpark Capital Management
New York
$2.95M – – –
CWM
486
CIBC World Markets
New York
$2.93M +$367K +5,270 +14%
Twin Tree Management
487
Twin Tree Management
Texas
$2.93M +$80.4K +1,156 +3%
LTFS
488
Ladenburg Thalmann Financial Services
Florida
$2.92M -$497K -7,147 -15%
AC
489
Addenda Capital
Quebec, Canada
$2.92M -$1.66M -23,889 -36%
NCM
490
Novare Capital Management
North Carolina
$2.88M -$1.95M -27,988 -40%
AUB
491
Atlantic Union Bankshares
Virginia
$2.87M +$239K +3,444 +9%
Robeco Institutional Asset Management
492
Robeco Institutional Asset Management
Netherlands
$2.85M +$570K +8,192 +25%
IMOV
493
Investment Management of Virginia
Virginia
$2.82M -$171K -2,465 -6%
WF
494
WealthTrust Fairport
Ohio
$2.79M -$38.5K -554 -1%
FBNAT
495
FirstMerit Bank N.A. Trustee
Ohio
$2.77M -$517K -7,437 -16%
CP
496
Cumberland Partners
Ontario, Canada
$2.76M +$10.4K +150 +0.4%
GIM
497
Goelzer Investment Management
Indiana
$2.76M +$1.45M +20,800 +111%
First Trust Advisors
498
First Trust Advisors
Illinois
$2.75M -$3.71M -53,305 -57%
BBHC
499
Brown Brothers Harriman & Co
New York
$2.74M +$2.09K +30 +0.1%
RW
500
Rand Wealth
Maryland
$2.74M +$289K +4,150 +12%
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