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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 %
N
576
Natixis
France
$2.31M -$9.93M -133,938 -81%
KCP
577
KDI Capital Partners
North Carolina
$2.31M -$9.01M -121,553 -80%
HC
578
Hendley & Co
Ohio
$2.3M -$6.3K -85 -0.3%
SSB
579
Sandy Spring Bank
Maryland
$2.28M +$23.2K +313 +1%
PL
580
Perpetual Ltd
Australia
$2.28M +$1.51M +20,437 +199%
HCM
581
Hodges Capital Management
Texas
$2.27M -$391K -5,272 -15%
NIT
582
NumerixS Investment Technologies
British Columbia, Canada
$2.27M -$7.13M -96,197 -76%
AB
583
Amalgamated Bank
New York
$2.26M +$57.2K +771 +3%
BAM
584
Barrett Asset Management
New York
$2.23M -$182K -2,450 -8%
PRA
585
Parametric Risk Advisors
Connecticut
$2.22M – – –
NMIFOAC
586
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.22M – – –
JC
587
Jacobs & Co
California
$2.22M +$803K +10,835 +57%
BFO
588
Boston Family Office
Massachusetts
$2.21M +$57.8K +780 +3%
ATC
589
Argent Trust Company
Louisiana
$2.21M -$3.49K -47 -0.2%
MM
590
Meridian Management
Arkansas
$2.15M +$32.5K +439 +2%
WSCM
591
Wellington Shields Capital Management
New York
$2.14M -$106K -1,425 -5%
BSA
592
Braun Stacey Associates
New York
$2.13M -$16.5M -222,525 -89%
NCM
593
Narwhal Capital Management
Georgia
$2.12M +$235K +3,165 +12%
KRSITF
594
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.11M -$4.45K -60 -0.2%
PIM
595
Perkins Investment Management
Illinois
$2.1M +$340K +4,579 +19%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$2.09M +$254K +2,898 +14%
ECM
597
Element Capital Management
New York
$2.09M +$2.09M +28,203 New
BB
598
Busey Bank
Illinois
$2.08M -$46K -620 -2%
UR
599
USCA RIA
Texas
$2.07M +$1.75M +23,622 +552%
FSA
600
Franklin Street Advisors
North Carolina
$2.06M -$31.9K -430 -2%
22 23
24
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