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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 %
AHB
651
Abner Herrman & Brock
New Jersey
$1.69M -$53.6K -695 -3%
GE
652
General Electric
Ohio
$1.69M +$1.69M +22,836 New
DLCIG
653
D.L. Carlson Investment Group
New Hampshire
$1.69M -$48.9K -660 -3%
OWD
654
Osborn Williams & Donohoe
Ohio
$1.68M – – –
SLI
655
Sumitomo Life Insurance
Japan
$1.68M -$42.8K -577 -2%
TSW
656
Thompson Siegel & Walmsley
Virginia
$1.67M +$1.2M +16,210 +257%
PTC
657
Private Trust Company
Ohio
$1.64M -$48.5K -655 -3%
GCP
658
GSA Capital Partners
United Kingdom
$1.64M +$1.12M +15,072 +213%
KCM
659
Kornitzer Capital Management
Kansas
$1.64M -$211K -2,850 -11%
LBC
660
Lowe Brockenbrough & Co
Virginia
$1.62M -$178K -2,398 -10%
EHWM
661
Eads & Heald Wealth Management
Georgia
$1.61M -$34.1K -460 -2%
OMCS
662
Old Mutual Customised Solutions
South Africa
$1.61M +$141K +1,900 +10%
CA
663
Callahan Advisors
Texas
$1.61M -$656K -8,852 -29%
CBB
664
Citizens Business Bank
California
$1.58M – – –
IA
665
Icon Advisers
Colorado
$1.57M -$245K -3,300 -13%
WOC
666
West Oak Capital
California
$1.57M +$19.3K +260 +1%
PAG
667
Private Advisor Group
New Jersey
$1.56M +$39.3K +530 +3%
LC
668
Lakeshore Capital
Alabama
$1.56M -$224K -3,027 -13%
LSCM
669
LaSalle Street Capital Management
Illinois
$1.55M – – –
Daiwa Securities Group
670
Daiwa Securities Group
Japan
$1.55M -$856K -11,550 -36%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$1.54M +$125K +1,680 +9%
BA
672
Bennicas & Associates
California
$1.53M -$107K -1,450 -7%
CC
673
ClearArc Capital
Ohio
$1.53M +$1.53M +20,649 New
CC
674
Curian Capital
Colorado
$1.53M -$11M -149,090 -88%
LCM
675
Leisure Capital Management
California
$1.53M -$45.1K -609 -3%
25 26
27
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