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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 %
MCWS
1101
McKinley Carter Wealth Services
West Virginia
$219K -$32.5K -467 -13%
ACA
1102
Anchor Capital Advisors
Massachusetts
$217K – – –
RIL
1103
Rothschild Investment LLC
Illinois
$217K +$4.31K +62 +2%
CG
1104
Cutler Group
California
$213K +$213K +3,064 New
Manulife (Manufacturers Life Insurance)
1105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K -$101K -1,448,451 -32%
WG
1106
Welch Group
Alabama
$212K +$1.74K +25 +0.8%
SCA
1107
Salient Capital Advisors
Texas
$211K -$500K -7,199 -70%
WB
1108
Webster Bank
Connecticut
$211K -$173K -2,493 -45%
MCM
1109
MAI Capital Management
Ohio
$211K -$45.7K -656 -18%
BFM
1110
Boothbay Fund Management
New York
$210K +$210K +3,013 New
KTC
1111
Kistler-Tiffany Companies
Pennsylvania
$209K – – –
NPA
1112
Nichols & Pratt Advisers
Massachusetts
$209K – – –
MIP
1113
Marietta Investment Partners
Wisconsin
$209K – – –
VCM
1114
Violich Capital Management
California
$209K – – –
FIG
1115
Fusion Investment Group
Pennsylvania
$207K -$171K -2,460 -45%
BDF
1116
Balasa Dinverno & Foltz
$207K -$25.1K -361 -11%
FFBTD
1117
First Financial Bank - Trust Division
Ohio
$206K -$20.8K -300 -9%
RT
1118
Rockland Trust
Massachusetts
$205K -$347 -5 -0.2%
MAM
1119
Marquette Asset Management
Minnesota
$204K – – –
PP
1120
Palladium Partners
Virginia
$204K – – –
GA
1121
Geneva Advisors
Illinois
$203K +$203K +2,915 New
S
1122
SignatureFD
Georgia
$202K -$557 -8 -0.3%
CWP
1123
Capital Wealth Planning
Florida
$202K – – –
SIC
1124
Salem Investment Counselors
North Carolina
$201K – – –
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$200K – – –
43 44
45
46 47