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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 %
DWT
551
Dorsey & Whitney Trust
South Dakota
$2.22M -$55.5K -798 -2%
NMIMC
552
Northwestern Mutual Investment Management Company
Wisconsin
$2.21M -$38.9K -559 -2%
HCA
553
Horan Capital Advisors
Ohio
$2.21M -$181K -2,595 -8%
SCM
554
Stanley Capital Management
Texas
$2.19M – – –
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.18M +$202K +2,898 +10%
WIC
556
Willis Investment Counsel
Georgia
$2.17M +$2.43K +35 +0.1%
GAG
557
GM Advisory Group
New York
$2.17M -$1.02M -14,632 -32%
ACPU
558
Arrowgrass Capital Partners (US)
Delaware
$2.17M +$1.31M +18,763 +152%
GLRA
559
Gerald L. Ray & Associates
Texas
$2.15M -$62.6K -900 -3%
ONB
560
Old National Bancorp
Indiana
$2.15M -$398K -5,718 -16%
TCM
561
Tradition Capital Management
New Jersey
$2.13M -$53.5K -770 -2%
IIC
562
Ironwood Investment Counsel
Arizona
$2.12M +$241K +3,471 +13%
AT
563
Argent Trust
Texas
$2.11M +$2.11M +30,282 New
UR
564
USCA RIA
Texas
$2.1M +$159K +2,286 +8%
PL
565
Perpetual Ltd
Australia
$2.09M -$44.7K -642 -2%
NMIFOAC
566
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.09M – – –
PRA
567
Parametric Risk Advisors
Connecticut
$2.09M – – –
BAM
568
Barrett Asset Management
New York
$2.06M -$32K -460 -2%
SSB
569
Sandy Spring Bank
Maryland
$2.02M -$120K -1,719 -6%
QC
570
Quadrature Capital
United Kingdom
$2M +$2M +28,808 New
MM
571
Meridian Management
Arkansas
$2M -$21.2K -305 -1%
PA
572
Profund Advisors
Maryland
$2M +$238K +3,419 +14%
BFO
573
Boston Family Office
Massachusetts
$1.99M -$83.2K -1,196 -4%
FA
574
FDx Advisors
Illinois
$1.99M +$281K +4,040 +16%
TMAM
575
Tokio Marine Asset Management
Japan
$1.96M -$720K -10,348 -27%
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