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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 %
BOS
1101
Bingham Osborn & Scarborough
California
$233K -$3.48K -47 -1%
AI
1102
Accredited Investors
Minnesota
$233K -$1.19K -16 -0.5%
AWP
1103
Ascent Wealth Partners
New York
$232K -$7.04K -95 -3%
DT
1104
Diversified Trust
Tennessee
$232K – – –
ACA
1105
Anchor Capital Advisors
Massachusetts
$231K – – –
MJRIC
1106
Mogy Joel R Investment Counsel
California
$230K – – –
BOTW
1107
Bank of the West
California
$229K +$31.2K +422 +16%
RIL
1108
Rothschild Investment LLC
Illinois
$227K – – –
CYG
1109
Clean Yield Group
Vermont
$224K -$96.3K -1,295 -30%
WG
1110
Welch Group
Alabama
$224K +$14.5K +195 +7%
KTC
1111
Kistler-Tiffany Companies
Pennsylvania
$223K – – –
MGIA
1112
Moneta Group Investment Advisors
Missouri
$222K -$178K -2,400 -44%
NPA
1113
Nichols & Pratt Advisers
Massachusetts
$222K – – –
VCM
1114
Violich Capital Management
California
$222K – – –
MIP
1115
Marietta Investment Partners
Wisconsin
$222K – – –
AB
1116
AT Bancorp
Iowa
$221K – – –
RT
1117
Rockland Trust
Massachusetts
$219K -$7.4K -100 -3%
AIC
1118
Atlantic Investment Company
Georgia
$219K +$219K +2,960 New
BAAM
1119
Baker Avenue Asset Management
California
$218K +$218K +2,941 New
PP
1120
Palladium Partners
Virginia
$217K -$10K -135 -4%
MMA
1121
Miracle Mile Advisors
California
$217K -$5.57K -75 -3%
MAM
1122
Marquette Asset Management
Minnesota
$217K – – –
S
1123
SignatureFD
Georgia
$216K +$16.2K +218 +8%
CWP
1124
Capital Wealth Planning
Florida
$215K – – –
SIC
1125
Salem Investment Counselors
North Carolina
$213K – – –
43 44
45
46 47