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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 %
LKIM
776
Lawson Kroeker Investment Management
Nebraska
$918K +$23.6K +340 +3%
HI
777
Handelsinvest Investeringsforvaltning
Denmark
$911K +$911K +13,100 New
ANRIA
778
American National Registered Investment Advisor
Texas
$910K – – –
ACM
779
Azimuth Capital Management
Michigan
$910K +$150K +2,163 +20%
SJIM
780
St. Johns Investment Management
Florida
$900K +$7.3K +105 +0.8%
CFG
781
Citizens Financial Group
Rhode Island
$892K +$892K +12,833 New
BIM
782
Bridges Investment Management
Nebraska
$890K -$1.91M -27,450 -68%
FB
783
Fulton Bank
Pennsylvania
$881K +$62.3K +896 +8%
BFC
784
Blue Fin Capital
Rhode Island
$875K -$134K -1,930 -13%
MCM
785
McMillion Capital Management
North Carolina
$873K -$78.3K -1,125 -8%
HIC
786
Hartline Investment Corp
Illinois
$870K -$264K -3,794 -23%
CS
787
Cannell & Spears
New York
$870K -$24.4K -350 -3%
CAG
788
Crestwood Advisors Group
Massachusetts
$870K +$38.3K +550 +5%
BOH
789
Bank of Hawaii
Hawaii
$869K -$355K -5,099 -29%
BCA
790
Bray Capital Advisors
Florida
$864K +$211K +3,025 +32%
CPA
791
Capital Planning Advisors
California
$859K +$241K +3,470 +39%
HCM
792
Hilton Capital Management
New York
$855K -$13.9K -200 -2%
FHC
793
First Houston Capital
Texas
$852K -$174K -2,500 -17%
GJIC
794
Gamble Jones Investment Counsel
California
$852K -$13.9K -200 -2%
SFT
795
Simmons First Trust
Arkansas
$851K +$851K +12,240 New
ACP
796
Aviance Capital Partners
Florida
$846K – – –
ALA
797
Atherton Lane Advisers
California
$833K -$138K -1,978 -14%
EHC
798
Everett Harris & Co
California
$829K – – –
DBIA
799
Dumont & Blake Investment Advisors
New Jersey
$828K -$50.7K -728 -6%
GIA
800
Guyasuta Investment Advisors
Pennsylvania
$827K +$827K +11,899 New
30 31
32
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