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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 %
PFSC
576
Peoples Financial Services Corp
Pennsylvania
$1.96M +$139K +2,000 +8%
BKBG
577
BHF Kleinwort Benson Group
Belgium
$1.95M -$3.92M -56,314 -67%
PRCM
578
Pine River Capital Management
Minnesota
$1.95M +$1.95M +28,000 New
KCPG
579
Kavar Capital Partners Group
Kansas
$1.94M -$425K -6,117 -18%
CIBC World Market
580
CIBC World Market
Ontario, Canada
$1.91M +$1.13M +16,209 +144%
SSP
581
Sapphire Star Partners
Washington
$1.91M +$1.91M +27,415 New
SAM
582
Southernsun Asset Management
Tennessee
$1.9M – – –
RGI
583
River Global Investors
United Kingdom
$1.9M +$1.9M +27,360 New
Squarepoint
584
Squarepoint
New York
$1.89M +$1.89M +27,137 New
KCMRT
585
Kemper Corp Master Retirement Trust
Illinois
$1.88M – – –
ACP
586
Ashfield Capital Partners
California
$1.87M +$16.3K +235 +0.9%
SKK
587
Shepherd Kaplan Krochuk
Massachusetts
$1.87M +$478K +6,866 +34%
FT
588
Fiduciary Trust
Massachusetts
$1.87M -$1.74K -25 -0.1%
WSFS
589
Wilmington Savings Fund Society
Delaware
$1.86M -$29.4K -423 -2%
HBT
590
Hills Bank & Trust
Iowa
$1.86M +$176K +2,530 +10%
BBA
591
BLB&B Advisors
Pennsylvania
$1.84M -$62.6K -900 -3%
FSA
592
Franklin Street Advisors
North Carolina
$1.83M -$104K -1,500 -5%
OA
593
Outfitter Advisors
Virginia
$1.82M -$6.95K -100 -0.4%
VV
594
Verity & Verity
South Carolina
$1.8M -$1.32K -19 -0.1%
ACI
595
Alpha Cubed Investments
California
$1.8M -$801K -11,519 -31%
KCM
596
Kornitzer Capital Management
Kansas
$1.79M +$252K +3,625 +16%
NA
597
Navellier & Associates
Nevada
$1.79M -$129K -1,860 -7%
MERSOM
598
Municipal Employees' Retirement System of Michigan
Michigan
$1.79M +$9.04K +130 +0.5%
AWM
599
Arbor Wealth Management
Florida
$1.78M +$1.78M +33,741 New
Mirae Asset Global Investments
600
Mirae Asset Global Investments
South Korea
$1.77M +$43.9K +630 +3%
22 23
24
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