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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 %
WF
501
Welch & Forbes
Massachusetts
$3.21M -$33.1K -447 -1%
Los Angeles Capital Management
502
Los Angeles Capital Management
California
$3.21M -$4.62M -62,270 -59%
IMOV
503
Investment Management of Virginia
Virginia
$3.19M -$1.11M -14,938 -26%
PGIM
504
Pacific Global Investment Management
California
$3.15M -$114K -1,543 -4%
RCM
505
Riverpark Capital Management
New York
$3.15M +$655K +8,840 +26%
BIM
506
Bridges Investment Management
Nebraska
$3.13M – – –
BIC
507
Bridges Investment Counsel
Nebraska
$3.13M +$1.63M +20,910 +108%
CCM
508
Covington Capital Management
California
$3.11M -$741K -9,995 -19%
NB
509
Norinchukin Bank
Japan
$3.11M -$12.3K -166 -0.4%
TCT
510
TIAA CREF Trust
Missouri
$3.07M +$65.1K +878 +2%
PMG
511
ProVise Management Group
Florida
$3.05M +$898K +12,111 +42%
Twin Tree Management
512
Twin Tree Management
Texas
$3.03M -$449K -6,055 -13%
CIA
513
Choate Investment Advisors
Massachusetts
$3.01M +$153K +2,061 +5%
WF
514
WealthTrust Fairport
Ohio
$3.01M -$11.3K -152 -0.4%
NPIT
515
National Penn Investors Trust
Pennsylvania
$2.96M +$150K +2,027 +5%
UB
516
UMB Bank
Missouri
$2.95M -$731K -9,859 -20%
AIM
517
Arcadia Investment Management
Michigan
$2.94M -$139K -1,875 -5%
CP
518
Cumberland Partners
Ontario, Canada
$2.93M -$85.2K -1,150 -3%
BBHC
519
Brown Brothers Harriman & Co
New York
$2.92M +$32.5K +438 +1%
RRAM
520
River Road Asset Management
Kentucky
$2.92M +$276K +3,728 +10%
GD
521
Grandfield & Dodd
New York
$2.91M -$2.6K -35 -0.1%
SAMNY
522
Samsung Asset Management (New York)
New York
$2.88M -$86.7K -1,170 -3%
FNFDCM
523
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.88M +$100K +1,350 +4%
LMGAM
524
Liberty Mutual Group Asset Management
Massachusetts
$2.87M -$11.8K -159 -0.4%
ECM
525
Evergreen Capital Management
Washington
$2.87M +$107K +1,443 +4%
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