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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 %
CIM
751
CIM Investment Management
Pennsylvania
$1.13M – – –
BHWM
752
Bar Harbor Wealth Management
New Hampshire
$1.13M +$283K +3,813 +33%
FCH
753
Freestone Capital Holdings
Washington
$1.13M +$1.13M +15,200 New
Jane Street
754
Jane Street
New York
$1.12M -$598K -8,072 -35%
FDCC
755
Foster Dykema Cabot & Co
Massachusetts
$1.12M -$128K -1,720 -10%
IWM
756
Integrated Wealth Management
California
$1.12M -$33K -445 -3%
CSS
757
Cubist Systematic Strategies
Connecticut
$1.12M -$1.41M -19,001 -56%
SACTSONJ
758
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M – – –
HPCM
759
High Pointe Capital Management
Illinois
$1.12M +$1.12M +15,070 New
BC
760
Barnett & Company
Tennessee
$1.12M -$37.1K -500 -3%
GIA
761
GHP Investment Advisors
Colorado
$1.11M +$9.86K +133 +0.9%
PI
762
Pettee Investors
Connecticut
$1.11M – – –
RC
763
RBF Capital
California
$1.11M – – –
AIC
764
Ayalon Insurance Company
Israel
$1.11M +$172K +2,245 +18%
TBNY
765
Trustco Bank (New York)
New York
$1.11M -$3.71K -50 -0.3%
FMWA
766
Forvis Mazars Wealth Advisors
Missouri
$1.11M -$66K -890 -6%
CAM
767
Columbia Asset Management
Michigan
$1.11M – – –
BCM
768
Bluefin Capital Management
New York
$1.1M -$934K -12,598 -46%
DPIM
769
Duff & Phelps Investment Management
Illinois
$1.1M -$71.2K -960 -6%
FHC
770
First Houston Capital
Texas
$1.09M +$3.71K +50 +0.3%
BFC
771
Blue Fin Capital
Rhode Island
$1.08M -$33.4K -450 -3%
AP
772
Advisor Partners
California
$1.07M -$142K -1,920 -12%
FWCM
773
Ferguson Wellman Capital Management
Oregon
$1.07M +$3.04K +41 +0.3%
BEAM
774
Baker Ellis Asset Management
Washington
$1.07M – – –
SCM
775
Shelton Capital Management
Colorado
$1.05M +$51.9K +700 +5%
29 30
31
32 33