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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 %
HAI
1301
Hennessy Advisors Inc
California
– -$2.88M -37,000 Closed
Cambridge Investment Research Advisors
1302
Cambridge Investment Research Advisors
Iowa
– -$2.79M -35,854 Closed
IP
1303
Interval Partners
New York
– -$2.72M -35,000 Closed
AFA
1304
Abacus FCF Advisors
Florida
– -$2.43M -31,318 Closed
ECM
1305
Exchange Capital Management
Michigan
– -$2.4M -30,852 Closed
GCA
1306
Gideon Capital Advisors
New York
– -$2.02M -25,961 Closed
QT
1307
Quantbot Technologies
New York
– -$1.78M -22,928 Closed
CC
1308
Cipher Capital
New York
– -$1.7M -21,844 Closed
QI
1309
Quotient Investors
New York
– -$1.5M -19,287 Closed
NCCM
1310
Nine Chapters Capital Management
New Jersey
– -$1.36M -17,500 Closed
EGM
1311
Engineers Gate Manager
New York
– -$1.18M -15,209 Closed
AGM
1312
Alpine Global Management
New York
– -$1.11M -14,331 Closed
GHA
1313
Garcia Hamilton & Associates
Texas
– -$1.08M -13,870 Closed
MSU
1314
Mizuho Securities USA
New York
– -$1.04M -13,358 Closed
NP
1315
NorthRock Partners
Minnesota
– -$911K -11,728 Closed
OAC
1316
OMERS Administration Corp
Ontario, Canada
– -$902K -11,600 Closed
ICM
1317
IMS Capital Management
Oregon
– -$895K -11,515 Closed
ACI
1318
Advance Capital I
Michigan
– -$878K -11,300 Closed
FBB
1319
Fulton Breakefield Broenniman
Maryland
– -$779K -10,019 Closed
MFW
1320
Meristem Family Wealth
Minnesota
– -$578K -7,441 Closed
DWM
1321
Destination Wealth Management
California
– -$570K -7,333 Closed
TC
1322
TradeLink Capital
Illinois
– -$480K -6,177 Closed
CCA
1323
Catalyst Capital Advisors
New York
– -$447K -5,750 Closed
AL
1324
Aspiriant LLC
California
– -$443K -5,696 Closed
CAM
1325
Congress Asset Management
Massachusetts
– -$413K -5,313 Closed
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