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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 %
BMC
976
Benin Management Corp
Connecticut
$372K -$13.9K -200 -4%
EIM
977
Essex Investment Management
Massachusetts
$371K – – –
RIG
978
Roosevelt Investment Group
New York
$370K -$8.77K -126 -2%
LWAC
979
Laurel Wealth Advisors (California)
California
$370K +$370K +5,318 New
CL
980
CPWM LLC
Washington
$369K -$2.23K -32 -0.6%
MCM
981
Manchester Capital Management
Vermont
$369K – – –
PFS
982
Physicians Financial Services
North Carolina
$369K +$369K +5,300 New
BCM
983
Boltwood Capital Management
California
$367K +$20.8K +300 +6%
VAM
984
Visium Asset Management
New York
$366K +$366K +5,262 New
BP
985
Ballentine Partners
Massachusetts
$362K +$38.6K +556 +12%
CM
986
Castleark Management
Illinois
$360K – – –
WEC
987
Winslow Evans & Crocker
Massachusetts
$360K – – –
BJL
988
Brighton Jones LLC
Washington
$356K +$11.7K +168 +3%
GT
989
Greenleaf Trust
Michigan
$354K -$158K -2,275 -31%
HB
990
Homrich & Berg
Georgia
$354K +$21.8K +313 +7%
DSC
991
Duncker Streett & Co
Missouri
$351K – – –
BC
992
Burney Company
Virginia
$346K +$22K +316 +7%
TL
993
Tirschwell & Loewy
New York
$344K – – –
LJAC
994
L.J. Altfest & Co
New York
$343K -$29.9K -430 -8%
SPC
995
Sigma Planning Corp
Michigan
$341K -$117K -1,688 -26%
BHC
996
Bowen Hanes & Co
Florida
$341K -$6.96K -100 -2%
FCCM
997
First City Capital Management
Georgia
$339K -$27.8K -400 -8%
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K -$284K -4,087 -46%
EIM
999
Emerson Investment Management
Massachusetts
$336K – – –
NL
1000
NWAM LLC
Washington
$333K +$59.4K +869 +22%
38 39
40
41 42