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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 %
SAM
1026
SignalPoint Asset Management
Missouri
$322K -$55.6K -750 -15%
TTWM
1027
TCV Trust & Wealth Management
Virginia
$321K – – –
JPTCCM
1028
J.P. Turner & Co Capital Management
Georgia
$320K -$189K -2,574 -37%
NL
1029
NWAM LLC
Washington
$320K -$80K -1,000 -20%
PHAM
1030
Palisades Hudson Asset Management
Florida
$317K – – –
WCM
1031
Windsor Capital Management
Arizona
$316K +$1.04K +14 +0.3%
LA
1032
LVW Advisors
New York
$314K +$74 +1 +0%
ANB
1033
Amarillo National Bank
Texas
$313K -$133K -1,793 -30%
WC
1034
Whitnell & Co
Illinois
$311K -$7.34K -99 -2%
SA
1035
Strategic Advisors
New York
$311K +$311K +4,199 New
I
1036
IberiaBank
Louisiana
$310K +$24.5K +330 +9%
CFA
1037
Carroll Financial Associates
North Carolina
$306K -$25.2K -329 -8%
LBG
1038
Lloyds Banking Group
United Kingdom
$304K -$24.7K -334 -8%
WA
1039
Wheatland Advisors
Pennsylvania
$304K – – –
AIM
1040
Aspen Investment Management
Michigan
$297K -$44.9K -605 -13%
HIC
1041
Harvey Investment Company
Kentucky
$296K – – –
DI
1042
Diligent Investors
California
$294K – – –
EVM
1043
Evelyn V. Moreno
$294K – – –
SNT
1044
Security National Trust
West Virginia
$293K -$7.48K -101 -2%
PTB
1045
Pioneer Trust Bank
Oregon
$293K – – –
ZAM
1046
Zevin Asset Management
Massachusetts
$292K – – –
PAMG
1047
Patton Albertson Miller Group
Tennessee
$291K -$253K -3,416 -47%
HAIM
1048
Hunter Associates Investment Management
Pennsylvania
$290K – – –
IC
1049
Inverness Counsel
New York
$289K -$78.5K -1,060 -21%
SBH
1050
Segall Bryant & Hamill
Illinois
$289K – – –
40 41
42
43 44