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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 %
AIP
726
Ameritas Investment Partners
Nebraska
$1.12M +$3.48K +50 +0.3%
AAM
727
Autus Asset Management
Arizona
$1.12M +$1.12M +16,128 New
PG
728
Patten Group
Tennessee
$1.12M -$576K -8,279 -34%
AAC
729
Asset Advisors Corp
Georgia
$1.11M -$651K -9,355 -37%
FWM
730
Frontier Wealth Management
Missouri
$1.11M -$44.4K -639 -4%
CT
731
Cambridge Trust
Massachusetts
$1.1M +$175K +2,517 +19%
ST
732
Smithfield Trust
Pennsylvania
$1.1M -$111K -1,600 -9%
Bank of Nova Scotia
733
Bank of Nova Scotia
Ontario, Canada
$1.1M -$18.8K -270 -2%
AHB
734
Abner Herrman & Brock
New Jersey
$1.09M -$433K -6,225 -28%
Pacer Advisors
735
Pacer Advisors
Pennsylvania
$1.09M +$1.09M +15,719 New
CPIM
736
Columbia Partners Investment Management
Virginia
$1.08M +$105K +1,515 +11%
PFM
737
PacWest Financial Management
Arizona
$1.08M -$155K -2,230 -13%
III
738
Independent Investors Inc
New York
$1.08M -$69.5K -1,000 -6%
MC
739
Martin Currie
United Kingdom
$1.07M – – –
TCOT
740
Trust Company of Toledo
Ohio
$1.07M -$50.1K -720 -4%
FCM
741
Frontier Capital Management
Massachusetts
$1.06M -$257K -3,689 -19%
FCH
742
Freestone Capital Holdings
Washington
$1.06M +$2.57K +37 +0.2%
ISL
743
Ingalls & Snyder LLC
New York
$1.06M -$118K -1,700 -10%
PH
744
Pinnacle Holdings
Oklahoma
$1.05M -$14.4K -207 -1%
PI
745
PineBridge Investments
New York
$1.05M +$908K +13,052 +622%
SACTSONJ
746
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M – – –
OFS
747
Orrstown Financial Services
Pennsylvania
$1.05M -$18.6K -268 -2%
Bessemer Group
748
Bessemer Group
New Jersey
$1.04M -$3.06M -44,063 -75%
PI
749
Pettee Investors
Connecticut
$1.04M – – –
RC
750
RBF Capital
California
$1.04M – – –
28 29
30
31 32