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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 %
CCA
926
Checchi Capital Advisers
California
$491K -$36.6K -526 -7%
SCM
927
Stellar Capital Management
Arizona
$491K – – –
NCM
928
Nelson Capital Management
California
$488K -$117K -1,680 -19%
DW
929
Domani Wealth
Pennsylvania
$487K -$15K -215 -3%
SCA
930
Sippican Capital Advisors
Massachusetts
$487K – – –
WSTAM
931
Wilbanks Smith & Thomas Asset Management
Virginia
$483K +$128K +1,847 +36%
BAM
932
Boyar Asset Management
New York
$481K – – –
CCM
933
Compton Capital Management
Rhode Island
$462K – – –
CA
934
Cetera Advisors
Colorado
$460K -$5.65K -81 -1%
MRCM
935
M&R Capital Management
New Jersey
$455K +$20.7K +298 +5%
SCP
936
Sandhill Capital Partners
New York
$454K +$6.46K +93 +1%
JAFL
937
Jay A. Fishman Ltd
Michigan
$450K +$8.69K +125 +2%
CCC
938
Chelsea Counsel Company
California
$450K -$69.3K -997 -13%
SCI
939
S&CO Inc
Massachusetts
$449K – – –
WT
940
Washington Trust
Rhode Island
$447K +$3.48K +50 +0.8%
FPCP
941
Fort Point Capital Partners
California
$445K +$445K +6,400 New
NIMI
942
Natixis Investment Managers International
France
$444K – – –
CIA
943
Capital Investment Advisors
Georgia
$442K -$19.2K -276 -4%
TDC
944
Thompson Davis & Co
Virginia
$436K -$35.5K -511 -8%
OIA
945
Optimum Investment Advisors
Illinois
$435K -$52.2K -750 -11%
BTNA
946
Bremer Trust National Association
Minnesota
$435K +$9.12K +131 +2%
MA
947
Montag & Associates
Georgia
$432K – – –
SFU
948
Stonehage Fleming (UK)
United Kingdom
$430K +$69.6K +1,000 +19%
IH
949
IFC Holdings
Florida
$429K +$429K +6,220 New
NAMA
950
Nikko Asset Management Americas
New York
$428K – – –
36 37
38
39 40