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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 %
Verition Fund Management
1326
Verition Fund Management
Connecticut
– -$444K -5,990 Closed
RA
1327
RFG Advisory
Alabama
– -$431K -5,808 Closed
EWM
1328
Elite Wealth Management
Washington
– -$389K -5,259 Closed
LCM
1329
Landscape Capital Management
New Jersey
– -$378K -5,100 Closed
DCC
1330
Dow Chemical Company
Michigan
– -$371K -5,000 Closed
MP
1331
Manifold Partners
California
– -$364K -4,910 Closed
SMC
1332
Smith, Moore & Co
Missouri
– -$335K -4,516 Closed
PBT
1333
Pictet Bank & Trust
Bahamas
– -$334K -4,500 Closed
TCB
1334
Texas Capital Bancshares
Texas
– -$327K -4,412 Closed
ANB
1335
Amarillo National Bank
Texas
– -$313K -4,226 Closed
PAMG
1336
Patton Albertson Miller Group
Tennessee
– -$291K -3,923 Closed
BA
1337
Boston Advisors
Massachusetts
– -$276K -3,725 Closed
GIM
1338
Greylin Investment Management
Virginia
– -$271K -3,650 Closed
CSMF
1339
Charles Stewart Mott Foundation
Michigan
– -$268K -3,617 Closed
SPC
1340
Stewart & Patten Company
California
– -$265K -3,580 Closed
MBT
1341
Montecito Bank & Trust
California
– -$262K -3,540 Closed
SFM
1342
Signature Financial Management
Virginia
– -$262K -3,538 Closed
KCM
1343
Karp Capital Management
California
– -$245K -3,304 Closed
CG
1344
Caprock Group
Idaho
– -$236K -3,183 Closed
AIM
1345
Ada Investment Management
New York
– -$234K -3,147 Closed
BOS
1346
Bingham Osborn & Scarborough
California
– -$233K -3,147 Closed
AWP
1347
Ascent Wealth Partners
New York
– -$232K -3,130 Closed
BOTW
1348
Bank of the West
California
– -$229K -3,095 Closed
CYG
1349
Clean Yield Group
Vermont
– -$224K -3,012 Closed
AB
1350
AT Bancorp
Iowa
– -$221K -2,976 Closed
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