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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 %
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$52.4M -$6.96M -100,000 -12%
GT
127
Glenmede Trust
Pennsylvania
$51.1M -$548K -7,879 -1%
Nomura Holdings
128
Nomura Holdings
Japan
$51M +$8.85M +127,450 +21%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$50.7M +$2.96M +42,626 +6%
FMI
130
Factory Mutual Insurance
Massachusetts
$49.8M +$2.09M +30,000 +4%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$48.6M -$552K -7,934 -1%
DAM
132
Davis Asset Management
California
$48M +$2.71M +39,000 +6%
RIM
133
RS Investment Management
California
$47.8M – – –
US Bancorp
134
US Bancorp
Minnesota
$47.1M -$3.01M -43,231 -6%
CIC
135
Crawford Investment Counsel
Georgia
$47M -$3.29M -47,367 -7%
GIA
136
Gateway Investment Advisers
Ohio
$46.7M -$4.09M -58,765 -8%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$45.3M +$1.11M +15,906 +3%
WM
138
WS Management
Florida
$44.9M -$1.19M -17,100 -3%
KP
139
Kiltearn Partners
United Kingdom
$44.2M +$11.3M +162,800 +34%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$44.2M -$665K -9,560 -1%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$43.2M +$5.24M +75,400 +14%
Swedbank
142
Swedbank
Sweden
$43.2M -$32M -456,280 -43%
Victory Capital Management
143
Victory Capital Management
Texas
$42.8M +$4.07M +58,542 +11%
KFC
144
Klingenstein Fields & Co
New York
$42.6M -$844K -12,140 -2%
Voloridge Investment Management
145
Voloridge Investment Management
Florida
$42.5M +$42.5M +610,928 New
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$42M -$4.39M -63,155 -9%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5M -$3.47M -49,929 -8%
SAC
148
Smith Affiliated Capital
New York
$40M -$42.6K – –
Primecap Management
149
Primecap Management
California
$40M – – –
MAMU
150
Marathon Asset Management (UK)
United Kingdom
$39.9M -$975K -14,021 -2%
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