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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 %
RAM
701
RWC Asset Management
United Kingdom
$1.2M – – –
JG
702
Jefferies Group
New York
$1.2M -$3.4M -48,950 -74%
SAM
703
Selway Asset Management
$1.2M -$27.8K -400 -2%
ECM
704
Everence Capital Management
Indiana
$1.2M -$184K -2,644 -13%
BO
705
BRR OpCo
Ohio
$1.2M -$45.5K -655 -4%
CNBT
706
Canandaigua National Bank & Trust
New York
$1.2M -$11.8K -170 -1%
HAM
707
Highstreet Asset Management
Ontario, Canada
$1.19M +$55.6K +800 +5%
SCM
708
SOL Capital Management
Maryland
$1.19M +$3.48K +50 +0.3%
DMC
709
Drexel Morgan & Co
Pennsylvania
$1.19M +$226K +3,249 +24%
GE
710
General Electric
Ohio
$1.18M -$410K -5,894 -26%
AIM
711
Acropolis Investment Management
Missouri
$1.17M -$220K -3,170 -16%
MFS
712
MSI Financial Services
Massachusetts
$1.17M +$585K +8,406 +100%
BCM
713
Bluefin Capital Management
New York
$1.16M +$124K +1,789 +12%
KS
714
Karpas Strategies
Connecticut
$1.16M – – –
WFG
715
Windsor Financial Group
Minnesota
$1.15M – – –
TWM
716
Torch Wealth Management
Ohio
$1.15M +$33K +475 +3%
PAM
717
Private Asset Management
California
$1.15M +$62.6K +900 +6%
FNB
718
First Niagara Bank
New York
$1.15M -$74.6K -1,073 -6%
MA
719
Marshwinds Advisory
Georgia
$1.14M +$70 +1 +0%
BOS
720
Bank of Stockton
California
$1.14M -$31.3K -450 -3%
LC
721
Lincoln Capital
Nebraska
$1.14M -$5.56K -80 -0.5%
MVA
722
Mount Vernon Associates
Maryland
$1.14M – – –
ACP
723
Arcus Capital Partners
Georgia
$1.13M +$1.13M +16,273 New
CAN
724
Cetera Advisor Networks
California
$1.13M -$119K -1,710 -10%
BVDMP
725
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.13M – – –
27 28
29
30 31