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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 %
LIA
601
LS Investment Advisors
Michigan
$1.76M +$7.93K +114 +0.5%
WSCM
602
Wellington Shields Capital Management
New York
$1.76M -$246K -3,539 -12%
OCM
603
One Capital Management
California
$1.75M -$132K -1,835 -7%
CSS
604
Cubist Systematic Strategies
Connecticut
$1.72M +$672K +9,660 +64%
HW
605
Hedeker Wealth
Illinois
$1.71M +$104K +1,495 +6%
NCM
606
Narwhal Capital Management
Georgia
$1.71M -$285K -4,100 -14%
MC
607
Moors & Cabot
Massachusetts
$1.7M -$104K -1,500 -6%
HCM
608
Hodges Capital Management
Texas
$1.7M -$434K -6,244 -20%
SAIG
609
Semper Augustus Investments Group
Colorado
$1.7M +$5.56K +80 +0.3%
RJT
610
Raymond James Trust
Florida
$1.7M -$2.04M -29,279 -55%
BCM
611
BlueCrest Capital Management
Jersey
$1.69M +$1.69M +24,256 New
Federated Hermes
612
Federated Hermes
Pennsylvania
$1.65M -$151K -2,173 -8%
SC
613
Searle & Co
Connecticut
$1.65M +$101K +1,500 +7%
Thrivent Financial for Lutherans
614
Thrivent Financial for Lutherans
Minnesota
$1.64M +$12K +172 +0.7%
MIM
615
Midwest Investment Management
Ohio
$1.63M -$10.4K -150 -0.6%
ITIM
616
Indiana Trust & Investment Management
Indiana
$1.63M +$1.11M +11,915 +213%
GIM
617
Grassi Investment Management
California
$1.63M – – –
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$1.62M +$1.62M +23,345 New
GAMA
619
Graticule Asia Macro Advisors
New York
$1.62M +$1.62M +23,320 New
WAM
620
Wolverine Asset Management
Illinois
$1.62M +$1.62M +23,258 New
AB
621
Amalgamated Bank
New York
$1.61M -$510K -7,328 -24%
AF
622
Arrow Financial
New York
$1.61M -$68.9K -991 -4%
BB
623
Busey Bank
Illinois
$1.61M -$344K -4,951 -18%
FNT
624
First National Trust
Pennsylvania
$1.61M -$53.5K -770 -3%
BCM
625
BTR Capital Management
California
$1.61M -$2.23K -32 -0.1%
23 24
25
26 27