AXP icon

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 %
QSS
651
Quantitative Systematic Strategies
Florida
$1.49M +$1.16M +16,498 +347%
IA
652
Icon Advisers
Colorado
$1.47M – – –
EDRAMF
653
Edmond de Rothschild Asset Management (France)
France
$1.47M -$313K -4,500 -18%
CA
654
Callahan Advisors
Texas
$1.47M -$41.4K -596 -3%
MCM
655
Murphy Capital Management
New Jersey
$1.47M -$189K -2,725 -11%
IB
656
Intrust Bank
Kansas
$1.46M -$141K -2,030 -9%
TCOV
657
Trust Company of Vermont
Vermont
$1.45M +$505K +7,267 +54%
BA
658
Bennicas & Associates
California
$1.44M +$3.48K +50 +0.2%
CC
659
ClearArc Capital
Ohio
$1.42M -$12K -173 -0.8%
Daiwa Securities Group
660
Daiwa Securities Group
Japan
$1.42M -$34.8K -500 -2%
MBA
661
McQueen Ball & Associates
Pennsylvania
$1.42M +$1.42M +20,400 New
WKWM
662
Walter & Keenan Wealth Management
Indiana
$1.41M +$41.7K +600 +3%
CWM
663
Concert Wealth Management
California
$1.41M -$477K -6,909 -25%
SBWM
664
Sunflower Bank Wealth Management
Arizona
$1.4M – – –
CAM
665
CG Asset Management
New York
$1.39M -$6.95K -100 -0.5%
MM
666
Midas Management
New York
$1.39M – – –
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M -$163K -2,342 -11%
CONA
668
Capital One National Association
New York
$1.37M -$299K -4,304 -18%
CC
669
Colrain Capital
Massachusetts
$1.36M -$1.01M -14,500 -43%
LC
670
Lourd Capital
California
$1.34M -$13.4K -193 -1%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$1.33M -$114K -1,643 -8%
PAI
672
Pittenger & Anderson Inc
Nebraska
$1.32M -$2.18M -31,390 -62%
CT
673
Coastline Trust
Rhode Island
$1.32M – – –
ISB
674
Iowa State Bank
Iowa
$1.31M +$47.5K +683 +4%
NEAM
675
New England Asset Management
Connecticut
$1.3M -$584K -8,400 -31%
25 26
27
28 29