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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 %
FMWA
751
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$2.37K +34 +0.2%
TBNY
752
Trustco Bank (New York)
New York
$1.03M -$6.95K -100 -0.7%
DCM
753
Donaldson Capital Management
Indiana
$1.03M -$388K -5,574 -27%
YIA
754
YHB Investment Advisors
Connecticut
$1.03M -$73.4K -1,055 -7%
GIA
755
GHP Investment Advisors
Colorado
$1.03M -$16.3K -234 -2%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$1.02M -$41.1K -590 -4%
CAM
757
Columbia Asset Management
Michigan
$1.01M -$23.3K -335 -2%
CNC
758
Citizens & Northern Corp
Pennsylvania
$1.01M +$126K +1,816 +14%
AIC
759
Ayalon Insurance Company
Israel
$1.01M – – –
Mariner
760
Mariner
Kansas
$1.01M +$168K +2,419 +20%
BEAM
761
Baker Ellis Asset Management
Washington
$1M – – –
FDCC
762
Foster Dykema Cabot & Co
Massachusetts
$995K -$56.3K -810 -5%
FCFC
763
First Commonwealth Financial Corp
Pennsylvania
$976K -$3.06K -44 -0.3%
DPIM
764
Duff & Phelps Investment Management
Illinois
$974K -$55.6K -800 -5%
AIM
765
Arcadia Investment Management
Michigan
$971K -$1.79M -25,673 -65%
B
766
BancorpSouth
Mississippi
$968K -$10.1K -145 -1%
CF
767
CenterStar Fund
Illinois
$965K -$727K – –
SSWM
768
Smith Salley Wealth Management
North Carolina
$956K – – –
BC
769
Barnett & Company
Tennessee
$949K -$97.4K -1,400 -9%
IA
770
IFP Advisors
Florida
$949K +$949K +13,649 New
AP
771
Advisor Partners
California
$946K -$59.4K -854 -6%
FIM
772
Fruth Investment Management
Texas
$942K – – –
AWM
773
Avior Wealth Management
Nebraska
$938K +$50.1K +720 +6%
MNBTD
774
Moody National Bank Trust Division
Texas
$932K – – –
TIM
775
Thompson Investment Management
Wisconsin
$926K – – –
29 30
31
32 33