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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 %
BAAM
1351
Baker Avenue Asset Management
California
– -$218K -2,941 Closed
MMA
1352
Miracle Mile Advisors
California
– -$217K -2,922 Closed
HHGA
1353
Halbert Hargrove Global Advisors
California
– -$212K -2,864 Closed
MCM
1354
Maryland Capital Management
Maryland
– -$211K -2,847 Closed
ZCA
1355
Zeke Capital Advisors
Pennsylvania
– -$210K -2,827 Closed
HW
1356
Hancock Whitney
Mississippi
– -$208K -2,810 Closed
GKIM
1357
GW&K Investment Management
Massachusetts
– -$207K -2,794 Closed
HSA
1358
HBK Sorce Advisory
Pennsylvania
– -$205K -2,770 Closed
CA
1359
Capital Advantage
California
– -$205K -2,767 Closed
MBTD
1360
Mechanics Bank - Trust Department
California
– -$204K -2,757 Closed
OA
1361
Oxbow Advisors
Texas
– -$203K -2,740 Closed
PCMC
1362
Paragon Capital Management (Colorado)
Colorado
– -$203K -2,735 Closed
SAM
1363
Security Asset Management
New York
– -$200K -2,700 Closed
CC
1364
Cannell & Co
New York
– -$200K -2,700 Closed
DSI
1365
Daiwa SB Investments
Japan
– -$182K -2,450 Closed
BCM
1366
Brookstone Capital Management
Illinois
– -$132K -1,786 Closed
RIM
1367
Reliant Investment Management
Tennessee
– -$115K -1,556 Closed
HCP
1368
Holt Capital Partners
Texas
– -$78K -1,050 Closed
LYV
1369
Live Your Vision
Pennsylvania
– -$52K -700 Closed
FA
1370
Financial Advantage
Maryland
– -$50K -680 Closed
WCM
1371
Wealthcare Capital Management
Virginia
– -$45K -604 Closed
SFWA
1372
Summit Financial Wealth Advisors
Louisiana
– -$42K -574 Closed
PFO
1373
Pathstone Family Office
New Jersey
– -$5K -370 Closed
ANBT
1374
American National Bank & Trust
Texas
– -$25K -334 Closed
HR
1375
Howe & Rusling
New York
– -$15K -197 Closed
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