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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 %
HCC
1001
Hirtle Callaghan & Co
Pennsylvania
$364K – – –
SGAM
1002
Steinberg Global Asset Management
Florida
$363K -$204K -2,750 -36%
FFC
1003
First Financial Corp
Indiana
$359K -$37.1K -500 -9%
EIM
1004
Emerson Investment Management
Massachusetts
$358K -$55.5K -750 -13%
HB
1005
Homrich & Berg
Georgia
$354K -$49.5K -668 -12%
KT
1006
Kanaly Trust
Texas
$354K +$3.33K +45 +0.9%
QSS
1007
Quantitative Systematic Strategies
Florida
$352K -$249K -3,354 -41%
YL
1008
YCG LLC
Texas
$352K -$111K -1,500 -24%
LOAMS
1009
Lombard Odier Asset Management (Switzerland)
Switzerland
$348K -$445K -5,974 -56%
QCI
1010
Quaker Capital Investments
Pennsylvania
$348K -$74K -1,000 -18%
BC
1011
Burney Company
Virginia
$345K -$3.71K -50 -1%
BP
1012
Ballentine Partners
Massachusetts
$345K -$2.37K -32 -0.7%
WCM
1013
Weik Capital Management
Pennsylvania
$343K -$81.6K -1,100 -19%
LCM
1014
Liberty Capital Management
Michigan
$341K +$7.78K +105 +2%
FBC
1015
Fairfield, Bush & Co
Connecticut
$337K -$316K -4,260 -48%
PIM
1016
Profit Investment Management
Maryland
$336K – – –
SMC
1017
Smith, Moore & Co
Missouri
$335K -$31.1K -419 -8%
KFS
1018
Kurt F. Somerville
$334K -$93.9K -1,265 -22%
BST
1019
Bath Savings Trust
Maine
$334K -$5.56K -75 -2%
PBT
1020
Pictet Bank & Trust
Bahamas
$334K +$334K +4,500 New
Manulife (Manufacturers Life Insurance)
1021
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K -$13K -174,810 -4%
TWA
1022
TCI Wealth Advisors
Arizona
$330K – – –
TCB
1023
Texas Capital Bancshares
Texas
$327K -$45.4K -612 -12%
TIA
1024
Tiemann Investment Advisors
California
$325K -$14.7K -199 -4%
SC
1025
Schulhoff & Co
Ohio
$322K -$66.6K -900 -17%
39 40
41
42 43