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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
$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 %
CFA
1226
Camarda Financial Advisors
Florida
$17K – – –
TIM
1227
Tortoise Investment Management
New York
$16K – – –
CPA
1228
Cowen Prime Advisors
New York
$16K – – –
VNA
1229
Valley National Advisers
Pennsylvania
$16K +$13.9K +201 +648%
PCP
1230
Proficio Capital Partners
Massachusetts
$15K +$15K +219 New
CAW
1231
Cornerstone Advisors (Washington)
Washington
$14K -$28.5K -417 -67%
BKA
1232
Brick & Kyle Associates
Pennsylvania
$14K – – –
ICOM
1233
Investment Counselors of Maryland
Maryland
$14K – – –
CFA
1234
CT Financial Advisors
Pennsylvania
$13.9K – – –
TSU
1235
TD Securities (USA)
New York
$13K -$20.6K -298 -61%
HI
1236
Hudock Inc
Pennsylvania
$13K -$14.1K -217 -52%
JFA
1237
JNBA Financial Advisors
Minnesota
$13K – – –
RWG
1238
Regal Wealth Group
California
$13K +$13K +191 New
LWM
1239
LBA Wealth Management
Florida
$12K -$10.3K -150 -46%
BG
1240
Bollard Group
Massachusetts
$11K -$916K -13,164 -99%
PCTC
1241
Perkins Coie Trust Company
Washington
$11K -$6.67K -100 -38%
FMII
1242
Farmers & Merchants Investments Inc
Nebraska
$11K -$1.02K -15 -8%
DPA
1243
Delphi Private Advisors
California
$11K +$11K +156 New
UFA
1244
US Financial Advisors
Massachusetts
$10K – – –
FPB
1245
First PREMIER Bank
South Dakota
$10K +$10K +140 New
AC
1246
Alexandria Capital
Virginia
$9K – – –
KM
1247
Kalos Management
Georgia
$9K – – –
LWA
1248
Lenox Wealth Advisors
New York
$8K -$200 -3 -2%
AFIA
1249
America First Investment Advisors
Nebraska
$8K – – –
KKAMG
1250
Kernodle & Katon Asset Management Group
Arkansas
$8K +$8K +115 New
48 49
50
51 52