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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 %
Marshall Wace
1326
Marshall Wace
United Kingdom
– -$403K -5,188 Closed
WC
1327
Wexford Capital
Florida
– -$359K -4,620 Closed
GSBTD
1328
Glenview State Bank Trust Department
Illinois
– -$340K -4,375 Closed
HHMI
1329
Howard Hughes Medical Institute
Maryland
– -$338K -4,352 Closed
SSG
1330
Summit Securities Group
New York
– -$319K -4,100 Closed
WA
1331
Wealth Architects
California
– -$309K -3,972 Closed
SGH
1332
Schonfeld Group Holdings
New York
– -$306K -3,941 Closed
PWW
1333
Pettyjohn Wood & White
Virginia
– -$299K -3,850 Closed
PP
1334
Pegasus Partners
Wisconsin
– -$280K -3,600 Closed
HVIA
1335
Hudson Valley Investment Advisors
New York
– -$254K -3,270 Closed
CCG
1336
Chatham Capital Group
Georgia
– -$229K -2,946 Closed
ZF
1337
Zhang Financial
Michigan
– -$228K -2,940 Closed
FIM
1338
Frontier Investment Management
Texas
– -$226K -2,913 Closed
MAM
1339
Martingale Asset Management
Massachusetts
– -$220K -2,825 Closed
CHAM
1340
Clear Harbor Asset Management
Connecticut
– -$215K -2,763 Closed
CD
1341
Carl Domino
Florida
– -$209K -2,685 Closed
SFI
1342
SPC Financial Inc
Maryland
– -$207K -2,660 Closed
FA
1343
Fagan Associates
New York
– -$206K -2,645 Closed
EP
1344
Elkhorn Partners
Nebraska
– -$202K -2,600 Closed
AP
1345
Appleton Partners
Massachusetts
– -$202K -2,597 Closed
FNYS
1346
First New York Securities
New York
– -$140K -1,800 Closed
SAM
1347
Shamrock Asset Management
Texas
– -$83K -1,065 Closed
FAM
1348
Formidable Asset Management
Ohio
– -$75K -966 Closed
CFG
1349
CKW Financial Group
Hawaii
– -$40K -509 Closed
PIM
1350
Parasol Investment Management
Illinois
– -$31K -393 Closed
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