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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 %
FIG
976
Fusion Investment Group
Pennsylvania
$403K -$3.04K -41 -0.7%
LJAC
977
L.J. Altfest & Co
New York
$397K +$9.19K +124 +2%
EIM
978
Essex Investment Management
Massachusetts
$395K – – –
CL
979
CPWM LLC
Washington
$395K +$130K +1,758 +49%
MCM
980
Manchester Capital Management
Vermont
$393K – – –
FCCM
981
First City Capital Management
Georgia
$391K -$22.2K -300 -5%
EWM
982
Elite Wealth Management
Washington
$389K +$389K +5,259 New
CM
983
Castleark Management
Illinois
$384K – – –
SFU
984
Stonehage Fleming (UK)
United Kingdom
$384K +$25.6K +345 +7%
WEC
985
Winslow Evans & Crocker
Massachusetts
$384K -$12.2K -164 -3%
ATC
986
Adirondack Trust Company
New York
$382K – – –
LCM
987
Landscape Capital Management
New Jersey
$378K -$282K -3,800 -43%
WSTAM
988
Wilbanks Smith & Thomas Asset Management
Virginia
$378K +$108K +1,457 +40%
LW
989
Linscomb Wealth
Texas
$377K +$1.11K +15 +0.3%
SI
990
SII Investments
Wisconsin
$374K -$304K -4,126 -45%
DSC
991
Duncker Streett & Co
Missouri
$373K – – –
DCC
992
Dow Chemical Company
Michigan
$371K -$2.15M -29,000 -85%
BHC
993
Bowen Hanes & Co
Florida
$371K – – –
SGA
994
Strategic Global Advisors
California
$370K -$133K -1,795 -26%
BCM
995
Boltwood Capital Management
California
$369K – – –
GLI
996
Guardian Life Insurance
New York
$369K +$84.7K +1,143 +30%
BJL
997
Brighton Jones LLC
Washington
$367K -$4.75K -64 -1%
CLOS
998
Compagnie Lombard Odier SCmA
Switzerland
$367K +$29.7K +400 +9%
TL
999
Tirschwell & Loewy
New York
$367K +$37.1K +500 +11%
MP
1000
Manifold Partners
California
$364K -$800K -10,790 -69%
38 39
40
41 42