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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 %
NA
601
Navellier & Associates
Nevada
$2.04M -$85.7K -1,156 -4%
CWM
602
Concert Wealth Management
California
$2.03M +$109K +1,466 +6%
SAM
603
Southernsun Asset Management
Tennessee
$2.03M +$2.03M +27,355 New
BBA
604
BLB&B Advisors
Pennsylvania
$2.02M +$1.48K +20 +0.1%
WSFS
605
Wilmington Savings Fund Society
Delaware
$2.02M -$69.9K -943 -3%
NEAM
606
New England Asset Management
Connecticut
$2.01M -$304K -4,100 -13%
IIC
607
Ironwood Investment Counsel
Arizona
$2.01M -$7.04K -95 -0.3%
KCMRT
608
Kemper Corp Master Retirement Trust
Illinois
$2M – – –
FT
609
Fiduciary Trust
Massachusetts
$1.99M -$157K -2,122 -7%
ACP
610
Ashfield Capital Partners
California
$1.98M +$22.5K +303 +1%
OA
611
Outfitter Advisors
Virginia
$1.95M -$231K -3,115 -11%
OCM
612
One Capital Management
California
$1.94M +$94.9K +1,281 +5%
PFSC
613
Peoples Financial Services Corp
Pennsylvania
$1.94M +$77.8K +1,050 +4%
Federated Hermes
614
Federated Hermes
Pennsylvania
$1.92M -$131K -1,764 -6%
MC
615
Moors & Cabot
Massachusetts
$1.92M -$73.9K -1,000 -4%
VV
616
Verity & Verity
South Carolina
$1.92M +$7.11K +96 +0.4%
EDRAMF
617
Edmond de Rothschild Asset Management (France)
France
$1.9M -$1.38M -18,680 -42%
MERSOM
618
Municipal Employees' Retirement System of Michigan
Michigan
$1.89M -$40K -540 -2%
PA
619
Profund Advisors
Maryland
$1.88M -$644K -8,686 -26%
WIA
620
Westbourne Investment Advisors
Maryland
$1.88M -$158K -2,130 -8%
AAC
621
Asset Advisors Corp
Georgia
$1.87M -$1.37M -18,440 -42%
FCMC
622
Founders Capital Management (Connecticut)
Connecticut
$1.87M +$194K +2,615 +12%
LIA
623
LS Investment Advisors
Michigan
$1.87M +$131K +1,763 +8%
WWM
624
Willingdon Wealth Management
North Carolina
$1.85M -$527K -7,103 -22%
Mirae Asset Global Investments
625
Mirae Asset Global Investments
South Korea
$1.83M -$60K -809 -3%
23 24
25
26 27