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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 %
HCM
701
Howland Capital Management
Massachusetts
$1.36M -$21.2K -286 -2%
CI
702
Constellation Investments
Ohio
$1.36M -$37.1K -500 -3%
CCM
703
CrestPoint Capital Management
Missouri
$1.35M -$252K -3,400 -16%
ISB
704
Iowa State Bank
Iowa
$1.35M +$21.3K +287 +2%
LH
705
Lebenthal Holdings
New York
$1.34M +$707K +9,536 +111%
BFIM
706
Beese Fulmer Investment Management
Ohio
$1.34M +$76.7K +1,035 +6%
FNBT
707
FineMark National Bank & Trust
Florida
$1.33M -$298K -4,020 -18%
CAN
708
Cetera Advisor Networks
California
$1.33M +$67.7K +916 +5%
BO
709
BRR OpCo
Ohio
$1.33M +$297 +4 +0%
JCM
710
Jag Capital Management
Missouri
$1.33M +$10.4K +140 +0.8%
PFM
711
PacWest Financial Management
Arizona
$1.32M +$19.3K +260 +1%
SAM
712
Selway Asset Management
$1.31M +$22.2K +300 +2%
BOH
713
Bank of Hawaii
Hawaii
$1.3M -$369K -4,972 -22%
FNB
714
First Niagara Bank
New York
$1.3M -$93.9K -1,266 -7%
MFIMFI
715
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.3M -$5.63K -76 -0.4%
TBA
716
Tower Bridge Advisors
Pennsylvania
$1.3M – – –
ST
717
Smithfield Trust
Pennsylvania
$1.29M -$81.6K -1,100 -6%
CCM
718
Condor Capital Management
New Jersey
$1.29M +$21.9K +296 +2%
CNBT
719
Canandaigua National Bank & Trust
New York
$1.29M – – –
HFS
720
HL Financial Services
Kentucky
$1.29M -$181K -2,448 -12%
RAM
721
RWC Asset Management
United Kingdom
$1.28M +$520K +7,015 +68%
ST
722
Somerset Trust
Pennsylvania
$1.28M +$17.9K +241 +1%
IPC
723
Independent Portfolio Consultants
Florida
$1.27M +$82.3K +1,110 +7%
SCM
724
SOL Capital Management
Maryland
$1.26M +$16.9K +228 +1%
ISL
725
Ingalls & Snyder LLC
New York
$1.26M -$515K -6,951 -29%
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