AXP icon

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 %
FRM
876
Fox Run Management
Connecticut
$612K +$612K +8,800 New
MFW
877
Mosaic Family Wealth
Missouri
$607K +$607K +8,736 New
FBC
878
Fairfield, Bush & Co
Connecticut
$600K +$284K +4,075 +90%
BIC
879
Beach Investment Counsel
Pennsylvania
$598K – – –
RCAG
880
Rehmann Capital Advisory Group
Michigan
$592K +$41.8K +601 +8%
CTI
881
Community Trust & Investment
Kentucky
$591K – – –
CLOS
882
Compagnie Lombard Odier SCmA
Switzerland
$587K +$243K +3,490 +71%
HC
883
Hourglass Capital
Texas
$586K -$50.1K -720 -8%
MMPW
884
Mitchell McLeod Pugh & Williams
Alabama
$582K +$6.95K +100 +1%
PTB
885
Pioneer Trust Bank
Oregon
$581K +$306K +4,395 +111%
GIP
886
Granite Investment Partners
California
$577K – – –
PAM
887
Palisade Asset Management
Minnesota
$574K -$22.6K -325 -4%
AP
888
Atwood & Palmer
Missouri
$573K – – –
Acadian Asset Management
889
Acadian Asset Management
Massachusetts
$571K – – –
DVM
890
Dreman Value Management
Florida
$569K -$176K -2,534 -24%
CCMG
891
Clark Capital Management Group
Pennsylvania
$563K -$18.9K -272 -3%
BC
892
Brinker Capital
Pennsylvania
$563K +$563K +8,090 New
Tudor Investment Corp
893
Tudor Investment Corp
Connecticut
$559K -$615K -8,831 -52%
AAM
894
Auxier Asset Management
Oregon
$558K – – –
SCM
895
SKBA Capital Management
California
$553K -$4.74M -68,160 -90%
BA
896
Birinyi Associates
Connecticut
$553K -$383K -5,500 -41%
GWCM
897
Godshalk Welsh Capital Management
Pennsylvania
$553K -$13.9K -200 -2%
CBA
898
Coastal Bridge Advisors
Connecticut
$553K +$553K +7,953 New
IIM
899
Ipswich Investment Management
Massachusetts
$551K -$19.1K -275 -3%
IAMOG
900
Investors Asset Management of Georgia
Georgia
$551K – – –
34 35
36
37 38