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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 %
Jones Financial Companies
776
Jones Financial Companies
Missouri
$1.05M -$131K -1,768 -11%
EM
777
Excalibur Management
Massachusetts
$1.05M +$830K +11,196 +383%
FCFC
778
First Commonwealth Financial Corp
Pennsylvania
$1.04M +$22.7K +306 +2%
CPIM
779
Columbia Partners Investment Management
Virginia
$1.04M +$1.04M +14,079 New
B
780
BancorpSouth
Mississippi
$1.04M -$14.8K -200 -1%
ALA
781
Atherton Lane Advisers
California
$1.03M -$41.5K -560 -4%
NG
782
NatWest Group
United Kingdom
$1.03M -$34.5K -465 -3%
DMC
783
Drexel Morgan & Co
Pennsylvania
$1.02M +$103K +1,386 +11%
SSWM
784
Smith Salley Wealth Management
North Carolina
$1.02M -$2.82K -38 -0.3%
MCM
785
McMillion Capital Management
North Carolina
$1.01M -$142K -1,920 -12%
FIM
786
Fruth Investment Management
Texas
$1M -$7.41K -100 -0.7%
KCM
787
Kanawha Capital Management
Virginia
$1M – – –
TCOV
788
Trust Company of Vermont
Vermont
$1M -$28K -378 -3%
BA
789
Birinyi Associates
Connecticut
$997K +$156K +2,100 +19%
MNBTD
790
Moody National Bank Trust Division
Texas
$993K +$370 +5 +0%
NFG
791
Next Financial Group
Texas
$993K +$130K +1,759 +15%
CT
792
Cambridge Trust
Massachusetts
$990K +$57.6K +777 +6%
BG
793
Bollard Group
Massachusetts
$988K +$3.56K +48 +0.4%
TIM
794
Thompson Investment Management
Wisconsin
$987K – – –
ANRIA
795
American National Registered Investment Advisor
Texas
$970K – – –
CDH
796
Charles D. Hyman
$964K -$14.8K -200 -2%
GCA
797
Guardian Capital Advisors
Ontario, Canada
$957K +$96.5K +1,278 +11%
WP
798
WMS Partners
Maryland
$954K -$72.2K -974 -7%
LKIM
799
Lawson Kroeker Investment Management
Nebraska
$954K +$33K +445 +4%
CS
800
Cannell & Spears
New York
$953K – – –
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