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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 %
P
801
Pitcairn
Pennsylvania
$823K +$22K +316 +3%
PAM
802
PT Asset Management
Illinois
$813K +$333K +4,790 +70%
GCA
803
Guardian Capital Advisors
Ontario, Canada
$809K -$21K -320 -3%
Diamond Hill Capital Management
804
Diamond Hill Capital Management
Ohio
$806K +$94.6K +1,361 +13%
KCM
805
Kanawha Capital Management
Virginia
$804K -$137K -1,975 -15%
WP
806
WMS Partners
Maryland
$803K -$92.4K -1,328 -10%
KIA
807
Kopp Investment Advisors
Minnesota
$801K – – –
NFG
808
Next Financial Group
Texas
$800K -$131K -1,889 -14%
WS
809
Wedbush Securities
California
$800K +$331K +4,767 +71%
NBC
810
Neuberger Berman Canada
Ontario, Canada
$793K +$793K +11,407 New
MAM
811
Mizuho Asset Management
Japan
$784K +$87.3K +1,256 +13%
RG
812
Rathbones Group
United Kingdom
$778K – – –
ARMT
813
Amica Retiree Medical Trust
Rhode Island
$776K – – –
CCM
814
Cadence Capital Management
Massachusetts
$773K +$696 +10 +0.1%
ECM
815
Estabrook Capital Management
New York
$768K -$69.6K -1,000 -8%
CDH
816
Charles D. Hyman
$762K -$143K -2,051 -16%
Jones Financial Companies
817
Jones Financial Companies
Missouri
$759K -$227K -3,262 -23%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$759K +$95.5K +1,373 +14%
EM
819
Excalibur Management
Massachusetts
$756K -$226K -3,250 -23%
JIC
820
Joel Isaacson & Co
New York
$751K – – –
BAM
821
Berkshire Asset Management
Pennsylvania
$749K – – –
LRPA
822
L. Roy Papp & Associates
Arizona
$748K +$10.4K +150 +1%
BWM
823
Bernicke Wealth Management
Wisconsin
$742K +$4.31K +62 +0.6%
KCP
824
KDI Capital Partners
North Carolina
$737K -$1.43M -20,500 -66%
BFG
825
Beacon Financial Group
Texas
$737K -$5.68K -81 -0.8%
31 32
33
34 35