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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 %
RIM
926
Regent Investment Management
Kentucky
$542K – – –
DW
927
Domani Wealth
Pennsylvania
$535K +$15.9K +215 +3%
MHIC
928
Marble Harbor Investment Counsel
Massachusetts
$534K -$22.3K -300 -4%
IOOF
929
Independent Order of Foresters
Ontario, Canada
$528K – – –
SCM
930
Stellar Capital Management
Arizona
$523K -$5.56K -75 -1%
SCA
931
Sippican Capital Advisors
Massachusetts
$519K – – –
OIA
932
Optimum Investment Advisors
Illinois
$519K +$519K +6,998 New
BAM
933
Boyar Asset Management
New York
$513K – – –
SC
934
Savant Capital
Illinois
$512K +$34.6K +466 +7%
PAM
935
PT Asset Management
Illinois
$511K +$511K +6,890 New
NERM
936
New England Research & Management
Illinois
$508K -$656K -8,850 -56%
TDC
937
Thompson Davis & Co
Virginia
$503K +$177K +2,382 +54%
WS
938
Wedbush Securities
California
$500K -$67.5K -910 -12%
CCM
939
Compton Capital Management
Rhode Island
$492K -$7.41K -100 -1%
CIA
940
Capital Investment Advisors
Georgia
$491K – – –
CA
941
Cetera Advisors
Colorado
$491K +$86.2K +1,172 +21%
SPC
942
Sigma Planning Corp
Michigan
$489K -$10.6K -143 -2%
SIC
943
Sigma Investment Counselors
Michigan
$480K -$26.3K -355 -5%
SCI
944
S&CO Inc
Massachusetts
$478K – – –
SCP
945
Sandhill Capital Partners
New York
$477K +$13.3K +180 +3%
RBC
946
Ronald Blue & Co
Georgia
$475K -$195K -2,629 -29%
ICAS
947
Investors Capital Advisory Services
Massachusetts
$475K -$67.7K -914 -12%
WT
948
Washington Trust
Rhode Island
$473K -$161K -2,176 -25%
QCG
949
Quadrant Capital Group
Ohio
$473K -$50.3K -691 -10%
NIMI
950
Natixis Investment Managers International
France
$473K -$33.5K -452 -7%
36 37
38
39 40