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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 %
Tudor Investment Corp
726
Tudor Investment Corp
Connecticut
$1.25M -$23.3M -314,043 -95%
BOS
727
Bank of Stockton
California
$1.25M -$15.6K -210 -1%
KS
728
Karpas Strategies
Connecticut
$1.23M – – –
WFG
729
Windsor Financial Group
Minnesota
$1.23M – – –
FWM
730
Frontier Wealth Management
Missouri
$1.23M +$195K +2,630 +19%
III
731
Independent Investors Inc
New York
$1.22M – – –
TNBTD
732
Trustmark National Bank Trust Department
Mississippi
$1.22M -$153K -2,060 -11%
LC
733
Lincoln Capital
Nebraska
$1.22M -$8.9K -120 -0.7%
MA
734
Marshwinds Advisory
Georgia
$1.22M -$3.71K -50 -0.3%
RMCM
735
Reynders McVeigh Capital Management
Massachusetts
$1.21M -$11.6K -156 -0.9%
MVA
736
Mount Vernon Associates
Maryland
$1.21M +$7.41K +100 +0.6%
HIC
737
Hartline Investment Corp
Illinois
$1.21M -$1.8M -24,207 -60%
HAM
738
Highstreet Asset Management
Ontario, Canada
$1.21M -$59.3K -800 -5%
BVDMP
739
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.2M – – –
AIP
740
Ameritas Investment Partners
Nebraska
$1.19M -$28.3K -382 -2%
TWM
741
Torch Wealth Management
Ohio
$1.19M +$9.27K +125 +0.8%
TCOT
742
Trust Company of Toledo
Ohio
$1.19M +$3.93K +53 +0.3%
Bank of Nova Scotia
743
Bank of Nova Scotia
Ontario, Canada
$1.19M +$23.5K +317 +2%
RS
744
Robeco Schweiz
Switzerland
$1.18M +$1.18M +16,170 New
YIA
745
YHB Investment Advisors
Connecticut
$1.17M +$163K +2,203 +16%
PAM
746
Private Asset Management
California
$1.16M – – –
PAM
747
PartnerRe Asset Management
Connecticut
$1.14M -$28K -377 -2%
MC
748
Martin Currie
United Kingdom
$1.14M +$1.14M +15,400 New
PH
749
Pinnacle Holdings
Oklahoma
$1.14M +$19.3K +260 +2%
OFS
750
Orrstown Financial Services
Pennsylvania
$1.13M -$24.5K -330 -2%
28 29
30
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