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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 %
AP
951
Appleton Partners
Massachusetts
$424K +$424K +6,095 New
IOOF
952
Independent Order of Foresters
Ontario, Canada
$423K -$72.5K -1,042 -15%
FHC
953
First Heartland Consultants
Missouri
$422K – – –
SGH
954
Schonfeld Group Holdings
New York
$422K +$422K +6,062 New
WAM
955
Wealthspire Advisors (Maryland)
Maryland
$421K +$421K +6,058 New
SGA
956
Strategic Global Advisors
California
$418K +$71.6K +1,030 +21%
MHIM
957
MacNealy Hoover Investment Management
Ohio
$417K – – –
SIC
958
Sigma Investment Counselors
Michigan
$416K -$34.8K -500 -8%
MCTIC
959
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$415K -$303K -4,356 -42%
IC
960
Investment Counsel
Michigan
$414K +$414K +5,953 New
SHA
961
Smith Hayes Advisers
Nebraska
$413K +$8.76K +126 +2%
BHBT
962
Burke & Herbert Bank & Trust
Virginia
$412K -$24.4K -350 -6%
WB
963
WesBanco Bank
West Virginia
$411K – – –
ICAS
964
Investors Capital Advisory Services
Massachusetts
$410K -$35.6K -513 -8%
HT
965
HighTower Trust
Texas
$405K -$202K -2,896 -33%
HFM
966
Hartford Financial Management
Connecticut
$404K – – –
SYBT
967
Stock Yards Bank & Trust
Kentucky
$399K -$10.2K -146 -2%
PAM
968
PartnerRe Asset Management
Connecticut
$397K -$675K -9,700 -63%
LW
969
Linscomb Wealth
Texas
$393K +$39.6K +570 +11%
MPM
970
Meritage Portfolio Management
Kansas
$391K -$419K -6,030 -52%
HJA
971
Hugh Johnson Advisors
New York
$387K – – –
TNAM
972
Terra Nova Asset Management
New York
$382K – – –
VIA
973
Vantage Investment Advisors
Pennsylvania
$381K – – –
PCM
974
Penserra Capital Management
California
$378K +$378K +5,432 New
PAIA
975
Park Avenue Institutional Advisers
New York
$377K -$16.9K -243 -4%
37 38
39
40 41