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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 %
DAM
1076
Doheny Asset Management
California
$256K – – –
BRWA
1077
B. Riley Wealth Advisors
Florida
$256K +$256K +3,435 New
CPO
1078
Cerity Partners OCIO
New York
$256K +$256K +3,448 New
BFA
1079
Benedict Financial Advisors
Georgia
$254K +$371 +5 +0.1%
FANJ
1080
Financial Architects (New Jersey)
New Jersey
$254K +$22.4K +302 +10%
FMLI
1081
Fukoku Mutual Life Insurance
Japan
$252K -$22.2K -300 -8%
BCMO
1082
Buckingham Capital Management (Ohio)
Ohio
$252K -$18.5K -250 -7%
NCM
1083
Neumann Capital Management
California
$252K – – –
EAM
1084
Evanson Asset Management
California
$251K – – –
ATC
1085
Argent Trust Co
Tennessee
$250K -$100K -1,350 -29%
MWM
1086
Mission Wealth Management
California
$249K +$8.73K +118 +4%
PCM
1087
Parsons Capital Management
Rhode Island
$248K – – –
W
1088
Wealthquest
Ohio
$248K +$12K +162 +5%
BDF
1089
Balasa Dinverno & Foltz
$247K +$6.81K +92 +3%
MAA
1090
Mraz Amerine & Associates
California
$246K +$2.67K +36 +1%
FNBTCON
1091
First National Bank & Trust Co of Newtown
Pennsylvania
$245K – – –
SFG
1092
SNS Financial Group
Minnesota
$245K – – –
KCM
1093
Karp Capital Management
California
$245K +$230K +3,101 +1,528%
CAL
1094
Capital Analysts LLC
Pennsylvania
$244K +$145K +1,959 +146%
FFBTD
1095
First Financial Bank - Trust Division
Ohio
$242K +$242K +3,265 New
IAS
1096
IMA Advisory Services
Colorado
$238K -$13.2K -200 -5%
BHTS
1097
Bar Harbor Trust Services
Maine
$237K – – –
MC
1098
Maverick Capital
Texas
$237K – – –
CG
1099
Caprock Group
Idaho
$236K -$55.6K -750 -19%
AIM
1100
Ada Investment Management
New York
$234K +$234K +3,147 New
42 43
44
45 46