AXP icon

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
$1.19B
2
Capital International Investors
Capital International Investors
California
$485M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$841M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$240M

Top Sellers

1
VH
ValueAct Holdings
California
$0
2
Capital World Investors
Capital World Investors
California
$1.42B
3
DSA
Davis Selected Advisers
Arizona
$1.06B
4
Morgan Stanley
Morgan Stanley
New York
$569M
5
PI
Putnam Investments
Massachusetts
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1176
WFG Advisors
Texas
$63K +$7.15K +102 +13%
VCM
1177
Vigilant Capital Management
Maine
$59K – – –
NSIM
1178
North Star Investment Management
Illinois
$57K +$22.3K +322 +64%
KF
1179
Krilogy Financial
Missouri
$56K -$65.6K -946 -54%
Group One Trading
1180
Group One Trading
Illinois
$56K +$56K +807 New
RFA
1181
Reilly Financial Advisors
California
$52K -$11.5K -165 -18%
ASN
1182
Advisory Services Network
Georgia
$52K -$3.88K -56 -7%
EMA
1183
Efficient Market Advisors
California
$52K – – –
ZB
1184
Zions Bancorporation
Utah
$50K -$7.17K -132 -13%
GAM
1185
Gemmer Asset Management
California
$49K -$26.8K -385 -35%
HF
1186
Hoxton Financial
West Virginia
$46K – – –
FWM
1187
Focused Wealth Management
New York
$46K +$69 +1 +0.2%
ACS
1188
Archford Capital Strategies
Illinois
$46K +$14.2K +200 +45%
PC
1189
Permit Capital
Pennsylvania
$45K – – –
BAM
1190
Bruderman Asset Management
New York
$45K +$70 +1 +0.2%
CCS
1191
Crosspoint Capital Strategies
California
$42K -$39.1K -558 -48%
WA
1192
WealthTrust-Arizona
Arizona
$42K -$3.13K -45 -7%
SAM
1193
Solaris Asset Management
New York
$42K – – –
PCC
1194
Park Circle Company
Maryland
$42K – – –
GXMC
1195
Global X Management Company
New York
$39K -$10.6K -153 -21%
HA
1196
Harfst & Associates
Wyoming
$39K – – –
MLIC
1197
Mandatum Life Insurance Company
Finland
$39K +$39K +556 New
EFSCE
1198
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$47.1K -679 -57%
WCMN
1199
Westchester Capital Management (Nebraska)
Nebraska
$35K – – –
TFO
1200
Tarbox Family Office
California
$35K +$491 +7 +1%
46 47
48
49 50