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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 %
GVT
851
Genesee Valley Trust
New York
$669K -$134K -1,920 -17%
GC
852
Grimes & Company
Massachusetts
$665K – – –
VFS
853
VSR Financial Services
Kansas
$664K -$1.67K -24 -0.3%
FCI
854
Financial Counselors Inc
Kansas
$661K -$9.67K -139 -1%
FPCM
855
Financial Partners Capital Management
New York
$661K – – –
SCM
856
Shelton Capital Management
Colorado
$660K -$328K -4,719 -33%
CWA
857
Cypress Wealth Advisors
California
$656K +$4.73K +68 +0.7%
TH
858
TCTC Holdings
Texas
$654K – – –
LPC
859
Loeb Partners Corp
New York
$654K – – –
JSAM
860
J. Safra Asset Management
New York
$654K +$654K +9,401 New
ADL
861
Asset Dedication LLC
California
$653K +$653K +9,391 New
TC
862
Taylor Cottrill
New Hampshire
$652K -$10.4K -150 -2%
FIM
863
Freedom Investment Management
Connecticut
$651K -$1.75M -25,238 -73%
PIM
864
Penobscot Investment Management
Massachusetts
$648K – – –
CCT
865
Chemung Canal Trust
New York
$643K -$5.84K -84 -0.9%
LPT
866
Legacy Private Trust
Wisconsin
$640K -$97.4K -1,400 -13%
HTI
867
Hikari Tsushin Inc
Japan
$640K – – –
WSC
868
Wellington Shields & Co
New York
$640K – – –
FBT
869
First Bankers Trust
Kentucky
$633K +$4.87K +70 +0.8%
LDB
870
Lee, Danner & Bass
Tennessee
$632K +$21.2K +305 +3%
CIC
871
Cornercap Investment Counsel
Georgia
$632K +$74.1K +1,065 +13%
IHL
872
Investment House LLC
California
$629K +$34.8K +500 +6%
SBA
873
Seven Bridges Advisors
New York
$629K +$629K +9,040 New
GP
874
GLG Partners
United Kingdom
$626K -$69.6K -1,000 -10%
GAM
875
Gotham Asset Management
New York
$622K +$427K +6,136 +219%
33 34
35
36 37