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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 %
FFC
1001
First Financial Corp
Indiana
$331K -$5.49K -79 -2%
LCM
1002
Liberty Capital Management
Michigan
$329K +$8.7K +125 +3%
I
1003
IberiaBank
Louisiana
$329K +$37.7K +542 +13%
LOAMS
1004
Lombard Odier Asset Management (Switzerland)
Switzerland
$328K – – –
SSG
1005
Summit Securities Group
New York
$328K +$328K +4,720 New
QCI
1006
Quaker Capital Investments
Pennsylvania
$327K – – –
SGAM
1007
Steinberg Global Asset Management
Florida
$324K -$16.6K -238 -5%
BCCM
1008
Bridge Creek Capital Management
Massachusetts
$323K +$323K +4,650 New
VFA
1009
Voya Financial Advisors
Connecticut
$321K +$53.1K +757 +20%
NPT
1010
Nixon Peabody Trust
Massachusetts
$317K +$317K +4,565 New
TWA
1011
TCI Wealth Advisors
Arizona
$315K +$6.32K +91 +2%
SI
1012
SII Investments
Wisconsin
$314K -$36.7K -530 -10%
PGCM
1013
Prescott Group Capital Management
Oklahoma
$313K -$313K -4,500 -50%
BST
1014
Bath Savings Trust
Maine
$313K – – –
KFS
1015
Kurt F. Somerville
$313K – – –
GCIA
1016
Gabelli & Co Investment Advisers
New York
$313K +$69.6K +1,000 +29%
SAM
1017
SignalPoint Asset Management
Missouri
$306K +$3.83K +55 +1%
LA
1018
LVW Advisors
New York
$306K +$11.1K +160 +4%
SC
1019
Schulhoff & Co
Ohio
$302K – – –
KA
1020
Kovack Advisors
Florida
$301K -$262K -3,764 -47%
DP
1021
Dearborn Partners
Illinois
$300K -$3.01M -43,285 -91%
KT
1022
Kanaly Trust
Texas
$300K -$32.4K -466 -10%
PHAM
1023
Palisades Hudson Asset Management
Florida
$297K – – –
QCG
1024
Quadrant Capital Group
Ohio
$294K -$150K -2,192 -34%
WCM
1025
Weik Capital Management
Pennsylvania
$290K -$31.3K -450 -10%
39 40
41
42 43