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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 %
WG
526
Winton Group
United Kingdom
$2.47M -$14.6M -210,114 -86%
CI
527
Conning Inc
Connecticut
$2.47M -$86.3K -1,240 -3%
GIM
528
Guardian Investment Management
California
$2.45M +$70 +1 +0%
MYLI
529
Meiji Yasuda Life Insurance
Japan
$2.45M +$6.96K +100 +0.3%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$2.44M +$778K +11,188 +47%
IAM
531
Impax Asset Management
New Hampshire
$2.44M +$28.1K +404 +1%
VST
532
Van Strum & Towne
California
$2.44M +$10.4K +150 +0.4%
ECM
533
Element Capital Management
New York
$2.41M +$452K +6,500 +23%
MCA
534
Mercer Capital Advisers
New Jersey
$2.4M -$17.3K -249 -0.7%
BWAM
535
Boyd Watterson Asset Management
Ohio
$2.4M -$4.31K -62 -0.2%
BW
536
Bison Wealth
Georgia
$2.38M +$83.6K +1,208 +4%
FCMC
537
Founders Capital Management (Connecticut)
Connecticut
$2.38M +$621K +8,935 +35%
PWM
538
Perigon Wealth Management
California
$2.38M – – –
RMAM
539
Raab & Moskowitz Asset Management
New Jersey
$2.38M +$36.4K +523 +2%
SAMNY
540
Samsung Asset Management (New York)
New York
$2.36M -$338K -4,860 -13%
TH
541
Timber Hill
Connecticut
$2.35M -$3.57M -51,322 -60%
BCAM
542
Boston Common Asset Management
Massachusetts
$2.34M -$13.6K -195 -0.6%
JIC
543
Johnson Investment Counsel
Ohio
$2.33M -$34.7K -499 -1%
JC
544
Jacobs & Co
California
$2.32M +$399K +6,200 +21%
PIM
545
Progressive Investment Management
Oregon
$2.3M +$22.1K +318 +1%
KIA
546
KCM Investment Advisors
California
$2.28M -$165K -2,366 -7%
PIM
547
Perkins Investment Management
Illinois
$2.25M +$284K +4,079 +14%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$2.25M +$28.7K +412 +1%
NB
549
Norinchukin Bank
Japan
$2.23M -$685K -9,856 -23%
BIM
550
Barton Investment Management
Pennsylvania
$2.22M – – –
20 21
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