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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 %
GP
851
GLG Partners
United Kingdom
$741K -$2.9M -39,105 -80%
SOAMC
852
Spirit of America Management Corp
New York
$741K – – –
CF
853
CenterStar Fund
Illinois
$727K -$52K – –
BAM
854
Burnham Asset Management
New York
$725K -$14.8K -200 -2%
FCI
855
Financial Counselors Inc
Kansas
$715K +$21.6K +291 +3%
VFS
856
VSR Financial Services
Kansas
$709K +$6.82K +92 +1%
GC
857
Grimes & Company
Massachusetts
$708K – – –
BFEC
858
Benjamin F. Edwards & Company
Missouri
$707K +$30.8K +416 +5%
FCBT
859
First Citizens Bank & Trust
North Carolina
$706K -$37.5K -505 -5%
TC
860
Taylor Cottrill
New Hampshire
$706K -$15.8K -213 -2%
FPCM
861
Financial Partners Capital Management
New York
$704K +$351K +4,739 +100%
LPC
862
Loeb Partners Corp
New York
$697K -$289K -3,900 -29%
TH
863
TCTC Holdings
Texas
$697K +$309K +4,169 +80%
BCA
864
Bray Capital Advisors
Florida
$696K -$269K -3,628 -28%
CWA
865
Cypress Wealth Advisors
California
$695K – – –
CB
866
Community Bank
New York
$695K +$107K +1,450 +18%
CCT
867
Chemung Canal Trust
New York
$691K -$35.8K -484 -5%
PIM
868
Penobscot Investment Management
Massachusetts
$690K – – –
TCP
869
TAMRO Capital Partners
Virginia
$682K -$739K -9,977 -52%
HTI
870
Hikari Tsushin Inc
Japan
$682K – – –
WSC
871
Wellington Shields & Co
New York
$682K – – –
HC
872
Hourglass Capital
Texas
$678K +$5.93K +80 +0.9%
CC
873
Capital Counsel
New York
$674K -$1.72M -23,231 -72%
FBT
874
First Bankers Trust
Kentucky
$669K -$7.41K -100 -1%
PGCM
875
Prescott Group Capital Management
Oklahoma
$667K – – –
33 34
35
36 37