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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 %
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$57.8M +$27.3M +368,730 +90%
SO
127
STRS Ohio
Ohio
$57.8M +$15.3M +206,162 +36%
GT
128
Glenmede Trust
Pennsylvania
$55.1M +$369K +4,977 +0.7%
CLM
129
ClearBridge LLC (Maryland)
Maryland
$55M +$13.6M +182,877 +33%
WRF
130
Waddell & Reed Financial
Kansas
$54.8M +$13.5M +182,600 +33%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$54.5M -$365K -4,922 -0.7%
AIM
132
Assured Investment Management
New York
$54.5M +$54.2M +731,786 +26,371%
GIA
133
Gateway Investment Advisers
Ohio
$54.1M -$2.71M -36,521 -5%
CIC
134
Crawford Investment Counsel
Georgia
$53.6M -$4.01M -54,057 -7%
US Bancorp
135
US Bancorp
Minnesota
$53.4M -$3.41M -46,006 -6%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$53M +$20.4M +274,663 +62%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$52.4M +$493K +6,650 +0.9%
Barclays
138
Barclays
United Kingdom
$51M -$5.68M -76,698 -10%
RIM
139
RS Investment Management
California
$50.9M +$50.9M +687,080 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$50.9M -$626K -8,448 -1%
FMI
141
Factory Mutual Insurance
Massachusetts
$50.8M +$4.89M +66,000 +11%
BMO
142
Beck Mack & Oliver
New York
$50.6M +$4.8M +64,714 +10%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$49.5M -$556K -7,500 -1%
WM
144
WS Management
Florida
$49.1M – – –
DAM
145
Davis Asset Management
California
$48.3M +$741K +10,000 +2%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.9M +$906K +12,223 +2%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$47.8M -$8.06M -108,770 -14%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$47.1M -$68.7M -926,199 -59%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$47.1M +$20.2M +272,200 +75%
KFC
150
Klingenstein Fields & Co
New York
$46.3M -$2.45M -33,026 -5%
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