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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 %
LH
901
Lebenthal Holdings
New York
$550K -$708K -10,179 -56%
FPCG
902
Fort Pitt Capital Group
Pennsylvania
$548K -$14.2K -204 -3%
WPP
903
Whalerock Point Partners
Rhode Island
$548K -$10.4K -150 -2%
LGC
904
Laurel Grove Capital
California
$546K -$66.1K -951 -11%
LIM
905
Leavell Investment Management
Alabama
$544K – – –
TC
906
TradeLink Capital
Illinois
$543K +$543K +7,800 New
BPCE
907
Bank Pictet & Cie (Europe)
Germany
$540K -$13.9K -200 -3%
NPC
908
National Planning Corporation
California
$539K +$118K +2,182 +28%
AI
909
Atria Investments
North Carolina
$538K +$26.5K +416 +5%
SC
910
Savant Capital
Illinois
$538K +$57.7K +829 +12%
GF
911
Gerstein Fisher
New York
$537K -$19.2K -276 -3%
LSV Asset Management
912
LSV Asset Management
Illinois
$535K – – –
ABC
913
Associated Banc-Corp
Wisconsin
$529K -$18K -259 -3%
HCMT
914
Highland Capital Management (Tennessee)
Tennessee
$527K -$5.63M -80,977 -91%
JWM
915
Jacobus Wealth Management
Wisconsin
$527K – – –
SGAM
916
Smith Group Asset Management
Texas
$525K +$525K +7,551 New
FDS
917
First Dallas Securities
Texas
$519K -$34.8K -500 -6%
FM
918
Foster & Motley
Ohio
$513K -$69.2K -995 -12%
RIM
919
Regent Investment Management
Kentucky
$508K – – –
MFW
920
Meristem Family Wealth
Minnesota
$506K +$506K +7,278 New
FAAS
921
First Allied Advisory Services
California
$503K +$87.8K +1,260 +21%
MHIC
922
Marble Harbor Investment Counsel
Massachusetts
$501K – – –
W
923
Wealthfront
California
$494K -$57.8K -831 -10%
AA
924
ALPS Advisors
Colorado
$494K +$2.43K +35 +0.5%
ATC
925
Argent Trust Co
Tennessee
$494K +$259K +3,723 +110%
35 36
37
38 39