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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 %
TWA
626
Tillar-Wenstrup Advisors
Ohio
$1.61M -$108K -1,554 -6%
SCM
627
Stevens Capital Management
Pennsylvania
$1.6M +$3.9K +56 +0.2%
CA
628
Cornerstone Advisors
North Carolina
$1.6M – – –
CC
629
Courier Capital
New York
$1.6M -$36.4K -524 -2%
PAG
630
Private Advisor Group
New Jersey
$1.59M +$129K +1,851 +9%
AW
631
ACG Wealth
Georgia
$1.59M +$1.59M +22,831 New
DLCIG
632
D.L. Carlson Investment Group
New Hampshire
$1.59M +$5.22K +75 +0.3%
RB
633
Rodgers Brothers
Pennsylvania
$1.57M +$198K +2,850 +14%
WIA
634
Westbourne Investment Advisors
Maryland
$1.56M -$199K -2,865 -11%
OWD
635
Osborn Williams & Donohoe
Ohio
$1.55M -$3.48K -50 -0.2%
EHWM
636
Eads & Heald Wealth Management
Georgia
$1.55M +$40K +575 +3%
HPCM
637
High Pointe Capital Management
Illinois
$1.54M +$496K +7,130 +47%
CAM
638
Cypress Asset Management
Texas
$1.54M -$172K -2,475 -10%
SLI
639
Sumitomo Life Insurance
Japan
$1.54M -$36.1K -519 -2%
MTIM
640
Marathon Trading Investment Management
Pennsylvania
$1.53M +$647K +9,300 +73%
WOC
641
West Oak Capital
California
$1.52M +$46.9K +675 +3%
VKH
642
Virtu KCG Holdings
New York
$1.51M -$95.3K -1,371 -6%
OMCS
643
Old Mutual Customised Solutions
South Africa
$1.51M – – –
LCS
644
Levin Capital Strategies
New York
$1.51M +$132K +1,900 +10%
SWP
645
Stratos Wealth Partners
Ohio
$1.51M +$1.51M +21,673 New
B
646
Barings
North Carolina
$1.51M -$856K -12,300 -36%
SCM
647
Sterneck Capital Management
Missouri
$1.5M -$883K -12,700 -37%
ID
648
Integral Derivatives
New York
$1.5M -$1.18M -16,896 -44%
LCM
649
Leisure Capital Management
California
$1.49M +$63.1K +907 +4%
PIA
650
Peachtree Investment Advisors
Georgia
$1.49M +$106K +1,525 +8%
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