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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 %
SJIM
801
St. Johns Investment Management
Florida
$952K +$61.5K +829 +7%
AWM
802
Avior Wealth Management
Nebraska
$948K +$933K +12,570 +6,285%
BBI
803
Baxter Bros Inc
Connecticut
$946K – – –
CNC
804
Citizens & Northern Corp
Pennsylvania
$942K -$19K -256 -2%
MTIM
805
Marathon Trading Investment Management
Pennsylvania
$942K +$275K +3,707 +41%
DBIA
806
Dumont & Blake Investment Advisors
New Jersey
$936K -$5.56K -75 -0.6%
HCM
807
Hilton Capital Management
New York
$927K – – –
GJIC
808
Gamble Jones Investment Counsel
California
$923K -$79.1K -1,067 -8%
ACPU
809
Arrowgrass Capital Partners (US)
Delaware
$918K -$1.32M -17,836 -59%
Mackenzie Financial
810
Mackenzie Financial
Ontario, Canada
$914K -$10.4M -140,468 -92%
RG
811
Rathbones Group
United Kingdom
$912K – – –
HT
812
HAP Trading
New York
$908K +$908K +12,254 New
ACP
813
Aviance Capital Partners
Florida
$901K – – –
Mariner
814
Mariner
Kansas
$893K -$535K -7,217 -37%
ECM
815
Estabrook Capital Management
New York
$892K -$774K -10,446 -46%
TCOTO
816
Trust Company of the Ozarks
Missouri
$890K – – –
CAG
817
Crestwood Advisors Group
Massachusetts
$886K -$369K -4,985 -29%
EHC
818
Everett Harris & Co
California
$884K -$37.1K -500 -4%
EFS
819
Essex Financial Services
Connecticut
$878K -$71.8K -968 -8%
FB
820
Fulton Bank
Pennsylvania
$872K +$45.4K +613 +5%
MPM
821
Meritage Portfolio Management
Kansas
$865K +$445K +6,000 +106%
SFM
822
Signet Financial Management
New Jersey
$861K +$861K +11,614 New
ODCM
823
Old Dominion Capital Management
Virginia
$856K -$2.82K -38 -0.3%
GVT
824
Genesee Valley Trust
New York
$855K +$140K +1,883 +20%
KIA
825
Kopp Investment Advisors
Minnesota
$854K -$3.48K -47 -0.4%
31 32
33
34 35