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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
$356M
3
IC
Institutional Capital
Illinois
$360M
4
TCI Fund Management
TCI Fund Management
United Kingdom
$299M
5
Harris Associates
Harris Associates
Illinois
$434M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.39B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.54M
3
DSA
Davis Selected Advisers
Arizona
$1.3B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
5
SGA
Sustainable Growth Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
1176
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$9.58K +129 +12%
HCM
1177
Highlander Capital Management
New Jersey
$88K – – –
MCM
1178
MV Capital Management
Maryland
$87K – – –
CCS
1179
Crosspoint Capital Strategies
California
$86K -$47.7K -642 -36%
TWMP
1180
Taylor Wealth Management Partners
Massachusetts
$85K – – –
GAM
1181
Gemmer Asset Management
California
$81K -$7.45K -100 -8%
HCP
1182
Holt Capital Partners
Texas
$78K – – –
ZB
1183
Zions Bancorporation
Utah
$78K +$78K +1,053 New
BCB
1184
Brian C. Broderick
$76K +$76K +1,020 New
MMG
1185
Monetary Management Group
Missouri
$74K -$126K -1,700 -63%
KLWA
1186
Kelly Lawrence W & Associates
California
$74K – – –
GWS
1187
Glassman Wealth Services
Virginia
$74K – – –
LPC
1188
Lone Pine Capital
Connecticut
$74K +$74K +1,000 New
TCCM
1189
Timber Creek Capital Management
Massachusetts
$72K – – –
RFA
1190
Reilly Financial Advisors
California
$68K – – –
VCM
1191
Vigilant Capital Management
Maine
$63K – – –
ASN
1192
Advisory Services Network
Georgia
$60K +$4.62K +62 +8%
WA
1193
WFG Advisors
Texas
$59K -$19.7K -266 -25%
SEC
1194
Seven Eight Capital
New York
$56K -$397K -5,400 -88%
OSNBOA
1195
Old Second National Bank of Aurora
Illinois
$56K – – –
EMA
1196
Efficient Market Advisors
California
$56K +$56K +754 New
DOA
1197
D'Orazio & Associates
Virginia
$55K +$1.99K +27 +4%
PSI
1198
Pinnacle Summer Investments
Virginia
$53K -$286K -3,821 -84%
GXMC
1199
Global X Management Company
New York
$53K +$36.7K +494 +225%
LYV
1200
Live Your Vision
Pennsylvania
$52K +$52K +700 New
46 47
48
49 50