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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 %
HCM
826
Horan Capital Management
Maryland
$732K -$65.7K -945 -8%
Jane Street
827
Jane Street
New York
$727K -$327K -4,697 -31%
FM
828
Forward Management
California
$725K +$178K +2,565 +33%
WTB
829
Washington Trust Bank
Washington
$723K -$39.4K -566 -5%
EFS
830
Essex Financial Services
Connecticut
$721K -$102K -1,472 -12%
IPC
831
Independent Portfolio Consultants
Florida
$714K -$473K -6,796 -40%
EB
832
Eastern Bank
Massachusetts
$714K -$65.9K -947 -8%
BC
833
Banced Corp
Illinois
$713K +$114K +1,632 +19%
BSW
834
Buckingham Strategic Wealth
Missouri
$711K -$62.7K -901 -8%
PFBT
835
Parkside Financial Bank & Trust
Missouri
$708K +$89.8K +1,290 +15%
CG
836
Clinton Group
New York
$707K +$707K +10,160 New
FWCM
837
Ferguson Wellman Capital Management
Oregon
$705K -$297K -4,271 -30%
BBI
838
Baxter Bros Inc
Connecticut
$701K -$145K -2,086 -17%
ODCM
839
Old Dominion Capital Management
Virginia
$699K -$104K -1,496 -13%
SOAMC
840
Spirit of America Management Corp
New York
$696K – – –
CC
841
Capital Counsel
New York
$691K +$58.1K +835 +9%
CB
842
Community Bank
New York
$689K +$36.8K +530 +6%
OAC
843
OMERS Administration Corp
Ontario, Canada
$689K +$689K +9,900 New
BAM
844
Burnham Asset Management
New York
$681K – – –
ST
845
Sabal Trust
Florida
$681K +$681K +9,794 New
CBU
846
CIBC Bank USA
Illinois
$679K -$33.9K -487 -5%
SEC
847
Seven Eight Capital
New York
$679K +$626K +9,000 +1,183%
TF
848
Tompkins Financial
New York
$674K -$50.3K -724 -7%
RWA
849
Ropes Wealth Advisors
Massachusetts
$673K +$141K +2,021 +26%
FMBTD
850
First Midwest Bank Trust Division
Illinois
$672K -$59.1K -850 -8%
32 33
34
35 36