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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 %
JAFL
951
Jay A. Fishman Ltd
Michigan
$471K +$25.9K +350 +6%
BHBT
952
Burke & Herbert Bank & Trust
Virginia
$465K – – –
MRCM
953
M&R Capital Management
New Jersey
$462K +$96.5K +1,303 +26%
MA
954
Montag & Associates
Georgia
$460K – – –
BTNA
955
Bremer Trust National Association
Minnesota
$454K -$12.8K -172 -3%
FHC
956
First Heartland Consultants
Missouri
$450K +$15K +202 +3%
NAMA
957
Nikko Asset Management Americas
New York
$446K – – –
NAM
958
Nichols Asset Management
Massachusetts
$446K – – –
MHIM
959
MacNealy Hoover Investment Management
Ohio
$445K – – –
Verition Fund Management
960
Verition Fund Management
Connecticut
$444K -$39.6K -534 -8%
FAAS
961
First Allied Advisory Services
California
$443K -$283K -3,808 -39%
WB
962
WesBanco Bank
West Virginia
$439K -$30.4K -409 -6%
SYBT
963
Stock Yards Bank & Trust
Kentucky
$435K -$79.3K -1,070 -15%
RA
964
RFG Advisory
Alabama
$431K -$21.7K -293 -5%
SHA
965
Smith Hayes Advisers
Nebraska
$431K +$74 +1 +0%
HFM
966
Hartford Financial Management
Connecticut
$430K – – –
FHA
967
First Horizon Advisors
Tennessee
$424K +$594 +8 +0.1%
PAIA
968
Park Avenue Institutional Advisers
New York
$420K -$18.5K -249 -4%
ITIM
969
Indiana Trust & Investment Management
Indiana
$414K -$899K -12,135 -68%
HJA
970
Hugh Johnson Advisors
New York
$412K -$210K -2,833 -34%
BMC
971
Benin Management Corp
Connecticut
$411K -$200K -2,700 -33%
WB
972
Webster Bank
Connecticut
$409K +$18.7K +253 +5%
TNAM
973
Terra Nova Asset Management
New York
$407K -$608K -8,200 -60%
VIA
974
Vantage Investment Advisors
Pennsylvania
$406K +$226K +3,043 +125%
RIG
975
Roosevelt Investment Group
New York
$404K +$6.83K +92 +2%
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39
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