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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 %
HIM
1051
Hermes Investment Management
United Kingdom
$257K – – –
MWM
1052
Mission Wealth Management
California
$257K +$23K +331 +10%
GHAM
1053
Gilman Hill Asset Management
Connecticut
$256K – – –
BCP
1054
Berkeley Capital Partners
Georgia
$256K +$256K +3,688 New
CFA
1055
Carroll Financial Associates
North Carolina
$255K -$23.1K -332 -8%
ST
1056
Spinnaker Trust
Maine
$254K – – –
MC
1057
Maverick Capital
Texas
$253K +$30.6K +440 +14%
ZAM
1058
Zevin Asset Management
Massachusetts
$251K -$22.7K -327 -8%
CBN
1059
Cadence Bank NA
Texas
$251K -$13.9K -200 -5%
CPO
1060
Cerity Partners OCIO
New York
$251K +$10.9K +156 +5%
SLT
1061
St Louis Trust
Missouri
$250K +$250K +3,600 New
CSA
1062
Cottage Street Advisors
Massachusetts
$249K +$249K +3,400 New
IWM
1063
Integrated Wealth Management
California
$247K -$806K -11,570 -77%
FNBOH
1064
First National Bank of Hutchinson
Kansas
$247K – – –
DT
1065
Diversified Trust
Tennessee
$246K +$27.8K +400 +13%
PIM
1066
Profit Investment Management
Maryland
$245K -$70.2K -1,008 -22%
BRWA
1067
B. Riley Wealth Advisors
Florida
$243K +$3.69K +53 +2%
FANJ
1068
Financial Architects (New Jersey)
New Jersey
$241K +$2.58K +37 +1%
DAM
1069
Doheny Asset Management
California
$240K – – –
EAM
1070
Evanson Asset Management
California
$240K +$4.73K +68 +2%
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$239K +$9.45K +136 +4%
MWAC
1072
Mariner Wealth Advisors (Cincinnati)
Ohio
$239K +$239K +3,431 New
BFA
1073
Benedict Financial Advisors
Georgia
$238K +$347 +5 +0.1%
TA
1074
Tiedemann Advisors
New York
$237K +$237K +3,405 New
SWM
1075
Segment Wealth Management
Texas
$236K -$2.13M -30,547 -90%
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