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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 %
PR
1251
Payden & Rygel
California
$8K +$8K +119 New
FPFS
1252
First Personal Financial Services
North Carolina
$7K -$3.71K -52 -35%
OSAM
1253
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +96 New
SCA
1254
Stuart Chaussee & Associates
California
$7K +$7K +100 New
NMIS
1255
Northwestern Mutual Investment Services
Wisconsin
$7K +$7K +100 New
AIM
1256
Advantage Investment Management
Iowa
$6K – – –
NC
1257
NewSquare Capital
Pennsylvania
$4K – – –
MBT
1258
Monroe Bank & Trust
Michigan
$3K -$23K -345 -88%
HCM
1259
Horrell Capital Management
Arkansas
$3K – – –
RFS
1260
Rockefeller Financial Services
New York
$3K +$3K +48 New
ACM
1261
Armbruster Capital Management
New York
$3K +$3K +50 New
SC
1262
Saturna Capital
Washington
$3K +$3K +50 New
DOA
1263
D'Orazio & Associates
Virginia
$2K -$53.3K -719 -96%
HPBT
1264
High Point Bank & Trust
North Carolina
$2K -$31.8K -525 -94%
EWM
1265
Edge Wealth Management
New York
$1K -$86.7K -1,300 -99%
MUS
1266
Mitsubishi UFJ Securities
Japan
$1K -$1K -20 -50%
LWA
1267
Lowe Wealth Advisors
Maryland
$1K – – –
SA
1268
SRH Advisors
Kansas
$1K – – –
BCMIO
1269
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
MSFP
1270
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
Carson Wealth (CWM LLC)
1271
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +10 New
MWM
1272
MinichMacGregor Wealth Management
New York
$1K +$1K +21 New
WA
1273
WBH Advisory
Maryland
$711 -$33 -468 -4%
MJRIC
1274
Mogy Joel R Investment Counsel
California
$216 -$1.94K -2,790 -90%
VH
1275
ValueAct Holdings
California
– -$838M -11,300,000 Closed
49 50
51
52 53