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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 %
P
826
Pitcairn
Pennsylvania
$853K -$1.06M -14,288 -55%
HCM
827
Horan Capital Management
Maryland
$850K +$180K +2,424 +27%
CIBC World Market
828
CIBC World Market
Ontario, Canada
$834K -$302K -4,081 -27%
EB
829
Eastern Bank
Massachusetts
$831K -$469K -6,322 -36%
ARMT
830
Amica Retiree Medical Trust
Rhode Island
$827K +$72.6K +979 +10%
BSW
831
Buckingham Strategic Wealth
Missouri
$825K -$6.9K -93 -0.8%
CCM
832
Cadence Capital Management
Massachusetts
$823K +$823K +11,103 New
SSA
833
South Street Advisors
New York
$815K – – –
WTB
834
Washington Trust Bank
Washington
$812K +$83.8K +1,131 +12%
ACM
835
Azimuth Capital Management
Michigan
$810K -$44.8K -605 -5%
JIC
836
Joel Isaacson & Co
New York
$800K – – –
BAM
837
Berkshire Asset Management
Pennsylvania
$798K – – –
DVM
838
Dreman Value Management
Florida
$795K +$188K +2,534 +31%
WA
839
WBH Advisory
Maryland
$793K -$222 -3 -0%
BWM
840
Bernicke Wealth Management
Wisconsin
$786K -$24.5K -330 -3%
LRPA
841
L. Roy Papp & Associates
Arizona
$786K -$10K -135 -1%
LPT
842
Legacy Private Trust
Wisconsin
$786K -$3.71K -50 -0.5%
FMBTD
843
First Midwest Bank Trust Division
Illinois
$780K -$94K -1,268 -11%
BFG
844
Beacon Financial Group
Texas
$775K +$29.3K +400 +4%
TF
845
Tompkins Financial
New York
$772K -$579K -7,814 -43%
MCTIC
846
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$765K -$1.71M -23,083 -69%
CBU
847
CIBC Bank USA
Illinois
$760K +$27.2K +367 +4%
SCA
848
Salient Capital Advisors
Texas
$759K -$114K -1,533 -13%
Diamond Hill Capital Management
849
Diamond Hill Capital Management
Ohio
$758K +$758K +10,232 New
MAM
850
Mizuho Asset Management
Japan
$743K +$115K +1,555 +18%
32 33
34
35 36