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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 %
Walleye Trading
1301
Walleye Trading
New York
– -$2.46M -33,215 Closed
N
1302
Natixis
France
– -$2.31M -31,121 Closed
BSA
1303
Braun Stacey Associates
New York
– -$2.13M -28,705 Closed
WWM
1304
Willingdon Wealth Management
North Carolina
– -$1.85M -24,964 Closed
HPIA
1305
Hamilton Point Investment Advisors
North Carolina
– -$1.75M -23,602 Closed
ED
1306
Exane Derivatives
France
– -$1.72M -23,253 Closed
GCP
1307
GSA Capital Partners
United Kingdom
– -$1.64M -22,154 Closed
CBB
1308
Citizens Business Bank
California
– -$1.58M -21,238 Closed
LSCM
1309
LaSalle Street Capital Management
Illinois
– -$1.55M -20,968 Closed
CC
1310
Curian Capital
Colorado
– -$1.53M -20,591 Closed
B
1311
Bailard
California
– -$1.5M -20,218 Closed
RS
1312
Robeco Schweiz
Switzerland
– -$1.18M -16,170 Closed
CIM
1313
CIM Investment Management
Pennsylvania
– -$1.13M -15,282 Closed
NG
1314
NatWest Group
United Kingdom
– -$1.03M -13,908 Closed
Mackenzie Financial
1315
Mackenzie Financial
Ontario, Canada
– -$914K -12,332 Closed
HT
1316
HAP Trading
New York
– -$908K -12,254 Closed
SFM
1317
Signet Financial Management
New Jersey
– -$861K -11,614 Closed
SSA
1318
South Street Advisors
New York
– -$815K -11,000 Closed
TCP
1319
TAMRO Capital Partners
Virginia
– -$682K -9,202 Closed
DAM
1320
Deltec Asset Management
New York
– -$565K -7,625 Closed
SIG
1321
Schooner Investment Group
Pennsylvania
– -$554K -7,500 Closed
RMDI
1322
R.M. Davis Inc
Maine
– -$549K -7,409 Closed
NERM
1323
New England Research & Management
Illinois
– -$508K -6,850 Closed
RBC
1324
Ronald Blue & Co
Georgia
– -$475K -6,410 Closed
NAM
1325
Nichols Asset Management
Massachusetts
– -$446K -6,015 Closed
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