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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 %
TWA
626
Tillar-Wenstrup Advisors
Ohio
$1.83M -$33.2K -448 -2%
CAM
627
Cypress Asset Management
Texas
$1.83M -$79.7K -1,075 -4%
FA
628
FDx Advisors
Illinois
$1.82M +$597K +8,060 +49%
SAIG
629
Semper Augustus Investments Group
Colorado
$1.8M -$11.8K -159 -0.6%
HBT
630
Hills Bank & Trust
Iowa
$1.79M +$122K +1,647 +7%
AF
631
Arrow Financial
New York
$1.79M -$113K -1,522 -6%
PG
632
Patten Group
Tennessee
$1.79M -$347K -4,740 -16%
CONA
633
Capital One National Association
New York
$1.78M -$964 -13 -0.1%
FNT
634
First National Trust
Pennsylvania
$1.77M -$82.1K -1,108 -4%
MCM
635
Murphy Capital Management
New Jersey
$1.77M -$258K -3,482 -13%
CBT
636
Central Bank & Trust
Kentucky
$1.76M +$47.1K +635 +3%
HPIA
637
Hamilton Point Investment Advisors
North Carolina
$1.75M +$180K +2,423 +11%
MIM
638
Midwest Investment Management
Ohio
$1.75M -$2.59K -35 -0.1%
CC
639
Courier Capital
New York
$1.74M -$24.5K -330 -1%
Thrivent Financial for Lutherans
640
Thrivent Financial for Lutherans
Minnesota
$1.74M +$44.3K +598 +3%
GIM
641
Grassi Investment Management
California
$1.73M -$85.3K -1,150 -5%
ED
642
Exane Derivatives
France
$1.72M +$677K +9,128 +65%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M – – –
VKH
644
Virtu KCG Holdings
New York
$1.72M -$9.04M -121,915 -84%
BCM
645
BTR Capital Management
California
$1.72M -$7.41K -100 -0.4%
IB
646
Intrust Bank
Kansas
$1.71M -$33.1K -446 -2%
HW
647
Hedeker Wealth
Illinois
$1.71M -$71.9K -970 -4%
CA
648
Cornerstone Advisors
North Carolina
$1.71M +$222K +3,000 +15%
SCM
649
Stevens Capital Management
Pennsylvania
$1.71M +$1.48M +19,904 +643%
SC
650
Searle & Co
Connecticut
$1.7M -$119K -1,600 -7%
24 25
26
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