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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 %
DCM
676
Donaldson Capital Management
Indiana
$1.51M -$136K -1,829 -8%
FCT
677
Family Capital Trust
Massachusetts
$1.51M -$2.75M -37,092 -65%
NG
678
Northstar Group
New York
$1.5M -$7.21K -97 -0.5%
B
679
Bailard
California
$1.5M -$48.6K -655 -3%
SBWM
680
Sunflower Bank Wealth Management
Arizona
$1.5M – – –
CAM
681
CG Asset Management
New York
$1.49M +$66.7K +900 +5%
AIM
682
Acropolis Investment Management
Missouri
$1.49M -$30.8K -415 -2%
SKK
683
Shepherd Kaplan Krochuk
Massachusetts
$1.48M – – –
MM
684
Midas Management
New York
$1.48M – – –
PIA
685
Peachtree Investment Advisors
Georgia
$1.48M +$100K +1,350 +7%
ECM
686
Everence Capital Management
Indiana
$1.47M – – –
LCS
687
Levin Capital Strategies
New York
$1.47M – – –
WJA
688
Williams Jones & Associates
New York
$1.46M -$29.7K -400 -2%
WKWM
689
Walter & Keenan Wealth Management
Indiana
$1.46M +$104K +1,400 +8%
RB
690
Rodgers Brothers
Pennsylvania
$1.46M +$7.41K +100 +0.5%
NGA
691
Naples Global Advisors
Florida
$1.46M +$16.7K +225 +1%
SM
692
Stratton Management
Pennsylvania
$1.45M +$417K +5,623 +40%
LC
693
Lourd Capital
California
$1.44M -$5.86K -79 -0.4%
CT
694
Coastline Trust
Rhode Island
$1.41M – – –
FCM
695
Frontier Capital Management
Massachusetts
$1.41M -$300K -4,044 -18%
PP
696
Paloma Partners
Connecticut
$1.4M -$3.83M -51,689 -73%
GIM
697
Goelzer Investment Management
Indiana
$1.4M +$50.8K +685 +4%
Aristotle Capital Management
698
Aristotle Capital Management
California
$1.38M – – –
EOJOAM
699
E. Ohman J:or Asset Management
Sweden
$1.37M – – –
BAS
700
Brown Advisory Securities
Maryland
$1.37M -$438K -5,914 -24%
26 27
28
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