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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 %
JFGIW
876
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$665K -$2.67K -36 -0.4%
PFBT
877
Parkside Financial Bank & Trust
Missouri
$659K -$36.6K -494 -5%
CPA
878
Capital Planning Advisors
California
$658K +$96.3K +1,300 +17%
LGC
879
Laurel Grove Capital
California
$652K -$152K -2,049 -19%
LDB
880
Lee, Danner & Bass
Tennessee
$651K – – –
HT
881
HighTower Trust
Texas
$646K – – –
NCM
882
Nelson Capital Management
California
$644K -$27.5K -371 -4%
BC
883
Banced Corp
Illinois
$639K -$3.86K -52 -0.6%
BIC
884
Beach Investment Counsel
Pennsylvania
$638K – – –
PAM
885
Palisade Asset Management
Minnesota
$636K -$27.4K -369 -4%
IHL
886
Investment House LLC
California
$634K – – –
CTI
887
Community Trust & Investment
Kentucky
$630K – – –
MFS
888
MSI Financial Services
Massachusetts
$625K -$13.3K -179 -2%
FM
889
Foster & Motley
Ohio
$620K -$173K -2,339 -22%
CCMG
890
Clark Capital Management Group
Pennsylvania
$620K +$233K +3,142 +60%
GIP
891
Granite Investment Partners
California
$615K – – –
MMPW
892
Mitchell McLeod Pugh & Williams
Alabama
$613K – – –
AP
893
Atwood & Palmer
Missouri
$611K -$25.3K -341 -4%
Acadian Asset Management
894
Acadian Asset Management
Massachusetts
$609K -$165K -2,224 -21%
IIM
895
Ipswich Investment Management
Massachusetts
$607K +$13K +175 +2%
GWCM
896
Godshalk Welsh Capital Management
Pennsylvania
$604K -$14.8K -200 -2%
KA
897
Kovack Advisors
Florida
$600K +$360K +4,856 +150%
FPCG
898
Fort Pitt Capital Group
Pennsylvania
$599K +$5.93K +80 +1%
AI
899
Atria Investments
North Carolina
$596K -$236K -3,178 -28%
CIC
900
Cornercap Investment Counsel
Georgia
$595K +$3.34K +45 +0.6%
34 35
36
37 38