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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 %
WCM
1076
Windsor Capital Management
Arizona
$236K -$60.5K -872 -20%
LBG
1077
Lloyds Banking Group
United Kingdom
$236K -$49K -707 -17%
FMLI
1078
Fukoku Mutual Life Insurance
Japan
$236K – – –
CAMG
1079
CWA Asset Management Group
Florida
$234K +$234K +3,364 New
PCM
1080
Parsons Capital Management
Rhode Island
$233K – – –
BO
1081
Bank OZK
Arkansas
$232K -$27.1K -390 -10%
AssetMark Inc
1082
AssetMark Inc
California
$232K +$211K +3,035 +1,005%
RCM
1083
Rotella Capital Management
Washington
$232K +$232K +3,341 New
DE
1084
Day & Ennis
Georgia
$231K +$231K +3,328 New
MAA
1085
Mraz Amerine & Associates
California
$230K – – –
F
1086
Filament
Washington
$230K +$230K +3,300 New
FNBTCON
1087
First National Bank & Trust Co of Newtown
Pennsylvania
$229K – – –
WC
1088
Woodstock Corp
Massachusetts
$227K +$227K +3,267 New
NPIT
1089
National Penn Investors Trust
Pennsylvania
$225K -$2.56M -36,732 -92%
BCMO
1090
Buckingham Capital Management (Ohio)
Ohio
$225K -$12.2K -175 -5%
SFG
1091
SNS Financial Group
Minnesota
$225K -$5.64K -81 -2%
TNBTD
1092
Trustmark National Bank Trust Department
Mississippi
$224K -$921K -13,244 -80%
IAS
1093
IMA Advisory Services
Colorado
$223K – – –
BHTS
1094
Bar Harbor Trust Services
Maine
$223K – – –
MGIA
1095
Moneta Group Investment Advisors
Missouri
$223K +$13.9K +200 +7%
VF
1096
Virtu Financial
New York
$223K +$223K +3,201 New
SA
1097
Strategic Advisors
New York
$222K -$69.6K -1,000 -24%
AI
1098
Accredited Investors
Minnesota
$221K +$2.24K +32 +1%
FCBT
1099
First Citizens Bank & Trust
North Carolina
$220K -$442K -6,355 -67%
PSI
1100
Pinnacle Summer Investments
Virginia
$220K +$171K +2,446 +345%
42 43
44
45 46