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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 %
HDIM
1126
Hanson & Doremus Investment Management
Vermont
$197K – – –
BWA
1127
Burt Wealth Advisors
Maryland
$197K – – –
SNT
1128
Security National Trust
West Virginia
$195K -$79.8K -1,150 -29%
YL
1129
YCG LLC
Texas
$191K -$139K -2,000 -42%
BL
1130
Balentine LLC
Georgia
$189K -$4.59K -66 -2%
LJHT
1131
Laurie J. Hall Trustee
$183K -$13.3K -250 -7%
SAM
1132
Sunnymeath Asset Management
New Jersey
$181K +$181K +2,600 New
GBBWRPM
1133
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$180K +$180K +2,581 New
SAMC
1134
Shinko Asset Management Company
Japan
$179K – – –
GBT
1135
Grove Bank & Trust
Florida
$170K +$170K +2,450 New
AW
1136
Alpha Windward
Massachusetts
$167K +$5.16K +74 +3%
LNB
1137
Ledyard National Bank
$154K – – –
BBPWM
1138
Blue Bell Private Wealth Management
Pennsylvania
$152K +$70 +1 +0%
EWM
1139
Endurance Wealth Management
Rhode Island
$151K – – –
JWA
1140
JFS Wealth Advisors
Pennsylvania
$140K +$21.9K +313 +19%
HP
1141
Hikari Power
Japan
$139K – – –
OC
1142
Oakworth Capital
Alabama
$127K +$81.3K +1,174 +178%
SI
1143
Sentry Investments
Ontario, Canada
$127K +$20.3K +292,000 +19%
RI
1144
Redwood Investments
Massachusetts
$118K – – –
CHC
1145
City Holding Co
West Virginia
$114K – – –
WA
1146
Winfield Associates
Ohio
$113K +$27.7K +400 +33%
GWM
1147
Gupta Wealth Management
California
$112K -$4.1K -59 -4%
BAM
1148
Brave Asset Management
New Jersey
$111K – – –
PMFA
1149
Plante Moran Financial Advisors
Michigan
$110K +$15.4K +222 +16%
CAL
1150
Capital Analysts LLC
Pennsylvania
$105K -$124K -1,783 -54%
44 45
46
47 48