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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 %
WPP
901
Whalerock Point Partners
Rhode Island
$595K +$5.92K +80 +1%
AAM
902
Auxier Asset Management
Oregon
$594K -$3.7K -50 -0.6%
GF
903
Gerstein Fisher
New York
$593K +$15.2K +205 +3%
YP
904
Yellowstone Partners
Idaho
$592K +$153K +2,066 +35%
FDS
905
First Dallas Securities
Texas
$591K -$148 -2 -0%
BPCE
906
Bank Pictet & Cie (Europe)
Germany
$590K +$590K +7,959 New
W
907
Wealthfront
California
$588K +$227K +3,061 +63%
IAMOG
908
Investors Asset Management of Georgia
Georgia
$587K – – –
RCAG
909
Rehmann Capital Advisory Group
Michigan
$586K -$74 -1 -0%
FM
910
Forward Management
California
$583K -$8.53K -115 -1%
ABC
911
Associated Banc-Corp
Wisconsin
$583K -$3.71K -50 -0.6%
LIM
912
Leavell Investment Management
Alabama
$580K -$7.41K -100 -1%
NPC
913
National Planning Corporation
California
$578K +$37.1K +500 +7%
TFF
914
Timothy F. Fidgeon
$575K -$27.4K -370 -5%
FIM
915
Freedom Investment Management
Connecticut
$573K +$433K +26,128 +308%
LSV Asset Management
916
LSV Asset Management
Illinois
$570K +$570K +7,700 New
RWA
917
Ropes Wealth Advisors
Massachusetts
$567K -$24.2K -327 -4%
DAM
918
Deltec Asset Management
New York
$565K +$565K +7,625 New
CCA
919
Checchi Capital Advisers
California
$563K +$17.7K +239 +3%
JWM
920
Jacobus Wealth Management
Wisconsin
$562K -$42.4K -571 -7%
RWA
921
River Wealth Advisors
Pennsylvania
$556K -$15.6K -211 -3%
SIG
922
Schooner Investment Group
Pennsylvania
$554K -$369K -5,000 -40%
CCC
923
Chelsea Counsel Company
California
$554K +$74.4K +1,003 +16%
RMDI
924
R.M. Davis Inc
Maine
$549K -$1.16M -15,598 -68%
GT
925
Greenleaf Trust
Michigan
$546K +$223K +3,006 +69%
35 36
37
38 39