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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 %
HAIM
1026
Hunter Associates Investment Management
Pennsylvania
$288K +$16K +230 +6%
ATC
1027
Adirondack Trust Company
New York
$287K +$11.5K +214 +4%
VIM
1028
Veritas Investment Management
United Kingdom
$286K +$182K +2,612 +174%
WA
1029
Wheatland Advisors
Pennsylvania
$285K – – –
IFAM
1030
Institutional & Family Asset Management
Colorado
$283K +$283K +4,070 New
RWA
1031
River Wealth Advisors
Pennsylvania
$279K -$243K -3,488 -47%
HIC
1032
Harvey Investment Company
Kentucky
$277K – – –
GLI
1033
Guardian Life Insurance
New York
$276K -$69.9K -1,006 -20%
EVM
1034
Evelyn V. Moreno
$275K – – –
AIM
1035
Aspen Investment Management
Michigan
$274K -$4.17K -60 -1%
BCB
1036
Brian C. Broderick
$273K +$202K +2,900 +284%
FHA
1037
First Horizon Advisors
Tennessee
$271K -$127K -1,823 -32%
TIA
1038
Tiemann Investment Advisors
California
$271K -$34.8K -500 -11%
IC
1039
Inverness Counsel
New York
$271K – – –
SBH
1040
Segall Bryant & Hamill
Illinois
$271K – – –
TBA
1041
Train Babcock Advisors
New York
$268K – – –
TTWM
1042
TCV Trust & Wealth Management
Virginia
$266K -$34.7K -500 -12%
DI
1043
Diligent Investors
California
$264K -$12.2K -175 -4%
WMC
1044
Westwood Management Corporation
Illinois
$264K – – –
NCM
1045
Neumann Capital Management
California
$264K +$27.8K +400 +12%
CA
1046
Cambridge Advisors
Nebraska
$262K – – –
VDBMI
1047
Van Den Berg Management I
Texas
$261K -$1.74K -25 -0.7%
BHIA
1048
Birch Hill Investment Advisors
Massachusetts
$261K +$19.8K +285 +8%
WPC
1049
Waters Parkerson & Co
Louisiana
$259K -$4.11K -59 -2%
WC
1050
Whitnell & Co
Illinois
$257K -$34.8K -500 -12%
40 41
42
43 44