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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 %
BWAM
551
Boyd Watterson Asset Management
Ohio
$2.56M +$7.49K +101 +0.3%
HCA
552
Horan Capital Advisors
Ohio
$2.54M +$98.6K +1,330 +4%
SCM
553
Sterneck Capital Management
Missouri
$2.54M -$272K -3,667 -10%
PWM
554
Perigon Wealth Management
California
$2.53M -$108K -1,450 -4%
KCPG
555
Kavar Capital Partners Group
Kansas
$2.52M +$125K +1,689 +5%
CC
556
Colrain Capital
Massachusetts
$2.52M -$1.29M -17,386 -34%
JIC
557
Johnson Investment Counsel
Ohio
$2.52M -$270K -3,643 -10%
SWM
558
Segment Wealth Management
Texas
$2.52M +$146K +1,968 +6%
B
559
Barings
North Carolina
$2.52M +$1.04M +14,000 +70%
BCAM
560
Boston Common Asset Management
Massachusetts
$2.51M +$64.9K +876 +3%
BHA
561
Beech Hill Advisors
New York
$2.5M +$2.5M +33,658 New
RMAM
562
Raab & Moskowitz Asset Management
New Jersey
$2.49M +$127K +1,716 +5%
Walleye Trading
563
Walleye Trading
New York
$2.46M +$2.44M +32,881 +9,845%
BW
564
Bison Wealth
Georgia
$2.45M +$71.1K +963 +3%
Robeco Institutional Asset Management
565
Robeco Institutional Asset Management
Netherlands
$2.43M – – –
TC
566
Telemus Capital
Michigan
$2.43M +$114K +1,541 +5%
DWT
567
Dorsey & Whitney Trust
South Dakota
$2.43M +$565K +7,615 +30%
PIM
568
Progressive Investment Management
Oregon
$2.43M +$2.03M +27,396 +515%
NMIMC
569
Northwestern Mutual Investment Management Company
Wisconsin
$2.4M -$6K -81 -0.2%
BIM
570
Barton Investment Management
Pennsylvania
$2.37M -$88.9K -1,200 -4%
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$185K +2,494 +8%
GLRA
572
Gerald L. Ray & Associates
Texas
$2.36M -$25.9K -350 -1%
TCM
573
Tradition Capital Management
New Jersey
$2.33M -$83K -1,120 -3%
SCM
574
Stanley Capital Management
Texas
$2.33M – – –
WIC
575
Willis Investment Counsel
Georgia
$2.31M +$194K +2,620 +9%
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