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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 %
TSWM
1126
Triangle Securities Wealth Management
North Carolina
$213K – – –
HHGA
1127
Halbert Hargrove Global Advisors
California
$212K -$228K -3,082 -52%
MCM
1128
Maryland Capital Management
Maryland
$211K +$6K +81 +3%
ZCA
1129
Zeke Capital Advisors
Pennsylvania
$210K -$14.2K -191 -6%
HDIM
1130
Hanson & Doremus Investment Management
Vermont
$210K – – –
BWA
1131
Burt Wealth Advisors
Maryland
$210K +$9.26K +125 +5%
GAM
1132
Gotham Asset Management
New York
$208K -$118K -1,595 -36%
HW
1133
Hancock Whitney
Mississippi
$208K +$14.5K +196 +7%
GKIM
1134
GW&K Investment Management
Massachusetts
$207K -$8.37K -113 -4%
BL
1135
Balentine LLC
Georgia
$207K +$27.6K +371 +15%
CA
1136
Capital Advantage
California
$205K +$2.82K +38 +1%
HSA
1137
HBK Sorce Advisory
Pennsylvania
$205K +$205K +2,770 New
MBTD
1138
Mechanics Bank - Trust Department
California
$204K -$68.4K -925 -25%
OA
1139
Oxbow Advisors
Texas
$203K – – –
PCMC
1140
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +2,735 New
CC
1141
Cannell & Co
New York
$200K – – –
SAM
1142
Security Asset Management
New York
$200K – – –
MIC
1143
MU Investments Company
Japan
$195K – – –
SAMC
1144
Shinko Asset Management Company
Japan
$190K -$7.32K -99 -4%
DSI
1145
Daiwa SB Investments
Japan
$182K -$168K -2,264 -48%
AW
1146
Alpha Windward
Massachusetts
$172K +$370 +5 +0.2%
EWM
1147
Endurance Wealth Management
Rhode Island
$168K -$1.93K -25 -1%
LNB
1148
Ledyard National Bank
$164K +$2K +27 +1%
BBPWM
1149
Blue Bell Private Wealth Management
Pennsylvania
$162K +$10.4K +140 +7%
PI
1150
PineBridge Investments
New York
$155K +$155K +2,097 New
44 45
46
47 48