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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
1
Dodge & Cox
California
$1.19B
2
Capital International Investors
2
Capital International Investors
California
$485M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$841M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$240M

Top Sellers

1
VH
1
ValueAct Holdings
California
$0
2
Capital World Investors
2
Capital World Investors
California
$1.42B
3
DSA
3
Davis Selected Advisers
Arizona
$1.06B
4
Morgan Stanley
4
Morgan Stanley
New York
$569M
5
PI
5
Putnam Investments
Massachusetts
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
GAMCO Investors
Connecticut
$187M -$4.99M -71,740 -3%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$181M -$6.8M -98,205 -4%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$179M -$1.99M -28,424 -1%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$172M +$1.55M +22,300 +0.9%
HL
55
Harding Loevner
New Jersey
$172M -$23M -330,609 -12%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$171M -$5.89M -84,638 -3%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$166M -$3.11M -44,662 -2%
Charles Schwab
58
Charles Schwab
California
$165M +$6.05M +86,986 +4%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$156M +$10.8M +155,627 +7%
RFC
60
Russell Frank Company
Washington
$154M +$18.4M +261,923 +14%
GF
61
Gabelli Funds
New York
$151M -$355K -5,100 -0.2%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$150M -$54.4M -781,877 -27%
FI
63
Focused Investors
California
$149M -$12M -172,300 -7%
CCM
64
Cantillon Capital Management
New York
$148M +$473K +6,800 +0.3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$140M -$7.85M -112,819 -5%
BlackRock
66
BlackRock
New York
$140M +$3.19M +45,840 +2%
BIM
67
BlackRock Investment Management
Delaware
$138M -$20.5M -295,211 -13%
HCM
68
Herndon Capital Management
Georgia
$137M +$36.9M +530,125 +37%
Axa
69
Axa
France
$134M +$19.4M +279,039 +17%
CS
70
Credit Suisse
Switzerland
$132M -$7.8M -112,178 -6%
BA
71
BlackRock Advisors
Delaware
$122M -$27M -388,273 -18%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$114M +$1.81M +26,045 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$114M -$759K -10,910 -0.7%
JHC
74
JFB Holdings Corp
Georgia
$112M -$2.03M -29,253 -2%
Allianz Asset Management
75
Allianz Asset Management
Germany
$111M -$1.6M -22,931 -1%
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