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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 %
SA
1276
SRH Advisors
Kansas
$1K – – –
LWA
1277
Lowe Wealth Advisors
Maryland
$1K – – –
MSFP
1278
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
SGA
1279
Sustainable Growth Advisers
Connecticut
– -$167M -2,147,515 Closed
EIP
1280
Epoch Investment Partners
New York
– -$102M -1,308,736 Closed
TAM
1281
Troy Asset Management
United Kingdom
– -$70.6M -908,500 Closed
HCM
1282
Hitchwood Capital Management
New York
– -$69.9M -900,000 Closed
CCM
1283
Causeway Capital Management
California
– -$57.9M -638,037 Closed
VanEck Associates
1284
VanEck Associates
New York
– -$42M -539,769 Closed
IG
1285
ING Group
Netherlands
– -$29.3M -376,913 Closed
Arrowstreet Capital
1286
Arrowstreet Capital
Massachusetts
– -$21.5M -276,000 Closed
EA
1287
Euclid Advisors
Connecticut
– -$19.6M -252,655 Closed
CI
1288
Cooper Investors
Australia
– -$13.7M -176,520 Closed
GCM
1289
Grisanti Capital Management
New York
– -$13M -167,391 Closed
PCA
1290
Personal Capital Advisors
California
– -$10.5M -133,497 Closed
TCM
1291
Tegean Capital Management
New York
– -$7.77M -100,000 Closed
BPM
1292
Bronson Point Management
Connecticut
– -$5.91M -76,000 Closed
TCGI
1293
Three Corner Global Investors
New York
– -$5.81M -74,700 Closed
AP
1294
AHL Partners
United Kingdom
– -$5.62M -72,289 Closed
OCM
1295
Oakwood Capital Management
California
– -$5M -64,356 Closed
VFAM
1296
Valley Forge Asset Management
Pennsylvania
– -$4.96M -63,755 Closed
CG
1297
Clinton Group
New York
– -$4.67M -60,093 Closed
BCMNY
1298
Buckingham Capital Management (New York)
New York
– -$4.4M -56,666 Closed
RAM
1299
Roanoke Asset Management
New Jersey
– -$3.31M -42,523 Closed
VC
1300
Vestor Capital
Illinois
– -$2.94M -37,795 Closed
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