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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 %
TBA
1051
Train Babcock Advisors
New York
$286K – – –
WMC
1052
Westwood Management Corporation
Illinois
$282K – – –
CBN
1053
Cadence Bank NA
Texas
$282K +$3.71K +50 +1%
VDBMI
1054
Van Den Berg Management I
Texas
$280K – – –
WPC
1055
Waters Parkerson & Co
Louisiana
$280K +$7.41K +100 +3%
VFA
1056
Voya Financial Advisors
Connecticut
$279K -$15.8K -217 -5%
CA
1057
Cambridge Advisors
Nebraska
$279K +$7.42K +100 +3%
BO
1058
Bank OZK
Arkansas
$277K +$6.68K +90 +2%
BA
1059
Boston Advisors
Massachusetts
$276K -$80.5K -1,087 -23%
HIM
1060
Hermes Investment Management
United Kingdom
$274K – – –
LJHT
1061
Laurie J. Hall Trustee
$273K -$111K -1,500 -29%
MCM
1062
MAI Capital Management
Ohio
$273K -$13.1K -177 -5%
GHAM
1063
Gilman Hill Asset Management
Connecticut
$273K +$9.43K +127 +4%
GIM
1064
Greylin Investment Management
Virginia
$271K -$1.86K -25 -0.7%
ST
1065
Spinnaker Trust
Maine
$271K – – –
MCWS
1066
McKinley Carter Wealth Services
West Virginia
$268K -$22K -297 -8%
MCC
1067
Mid Continent Capital
Illinois
$268K -$2K -27 -0.7%
CSMF
1068
Charles Stewart Mott Foundation
Michigan
$268K +$268K +3,617 New
SPC
1069
Stewart & Patten Company
California
$265K -$34.8K -470 -12%
MBT
1070
Montecito Bank & Trust
California
$262K -$117K -1,575 -31%
SFM
1071
Signature Financial Management
Virginia
$262K +$262K +3,538 New
FNBOH
1072
First National Bank of Hutchinson
Kansas
$261K – – –
GCIA
1073
Gabelli & Co Investment Advisers
New York
$259K – – –
Koshinski Asset Management
1074
Koshinski Asset Management
Illinois
$257K -$1.17K -15 -0.5%
BHIA
1075
Birch Hill Investment Advisors
Massachusetts
$257K – – –
41 42
43
44 45