American Express
AXP
1,274 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, 371 increasing their positions, 581 reducing their positions, and 108 closing their positions.
9% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 108
0.32% more ownership
Funds ownership: 81.69% → 82.01% (+0.32%)
0% less funds holding
Funds holding: 1,280 → 1,274 (-6)
1% less call options, than puts
Call options by funds: $1.43B | Put options by funds: $1.44B
7% less capital invested
Capital invested by funds: $60.1B → $55.8B (-$4.3B)
21% less funds holding in top 10
Funds holding in top 10: 48 → 38 (-10)
36% less repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 581
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$898M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$463M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$463M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$372M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$246M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$862M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$838M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$163M |
| 4 |
Morgan Stanley
New York
|
-$136M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$118M |
AXP Hedge Fund Activity: Q4 2015 in Review
1,274 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2015, worth a combined $55.8B — down 7.2% from $60.1B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new AXP positions and 108 closed out — a net gain of 10 holders — while 371 added to existing stakes and 581 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $898M. The largest seller was Capital World Investors, cutting an estimated $862M.
- 1,274 institutional investors held American Express (AXP) as of Q4 2015, down from 1,280 in Q3 2015.
- Funds reported $55.8B of American Express stock for Q4 2015, down 7.2% quarter-over-quarter.
- 118 funds opened new American Express positions in Q4 2015 and 108 closed out, a net change of +10 holders.
- The largest American Express buyer in Q4 2015 was Dodge & Cox, an estimated $898M added.
- The largest American Express seller in Q4 2015 was Capital World Investors, an estimated $862M sold.
Based on aggregated 13F filings for Q4 2015.