AXP icon

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 %
Royal London Asset Management
201
Royal London Asset Management
United Kingdom
$26M -$580K -8,271 -2%
CFB
202
Cullen/Frost Bankers
Texas
$26M +$4.51M +64,866 +21%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$25.9M -$591K -8,500 -2%
RG
204
Renaissance Group
Kentucky
$25.6M +$415K +5,971 +2%
Macquarie Group
205
Macquarie Group
Australia
$25.6M -$9.7M -139,526 -27%
Janus Henderson Group
206
Janus Henderson Group
United Kingdom
$25.6M -$1.1M -15,858 -4%
Credit Agricole
207
Credit Agricole
France
$25.4M -$2.15M -30,925 -8%
Calamos Advisors
208
Calamos Advisors
Illinois
$25.3M – – –
ASC
209
Atalanta Sosnoff Capital
New York
$25.3M -$1.56M -22,497 -6%
Jacobs Levy Equity Management
210
Jacobs Levy Equity Management
New Jersey
$25.3M -$2.9M -41,760 -10%
FFA
211
First Foundation Advisors
California
$25.3M +$2.1M +30,247 +9%
Citigroup
212
Citigroup
New York
$25M -$2.38M -34,228 -9%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$23.9M -$2.71M -39,000 -10%
OCM
214
Osterweis Capital Management
California
$22.7M -$44.1M -634,230 -66%
PTC
215
Philadelphia Trust Company
Pennsylvania
$22.4M +$422K +6,000 +2%
BCF
216
BLS Capital Fondsmaeglerselskab
Denmark
$22.2M +$22.2M +319,271 New
ERSOT
217
Employees Retirement System of Texas
Texas
$21.3M -$1.85M -26,600 -8%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$21.3M -$2.03M -29,135 -9%
Select Equity Group
219
Select Equity Group
New York
$21.2M -$555K -7,977 -3%
HighTower Advisors
220
HighTower Advisors
Illinois
$21M -$3.09M -44,419 -13%
BG
221
Bahl & Gaynor
Ohio
$20.9M -$3.58M -51,516 -15%
AG
222
Aperio Group
California
$20.8M -$3.87M -55,669 -16%
TPSF
223
Texas Permanent School Fund
Texas
$20.6M -$483K -6,944 -2%
Handelsbanken Fonder
224
Handelsbanken Fonder
Sweden
$20.6M +$20.6M +296,505 New
SEI Investments
225
SEI Investments
Pennsylvania
$20.5M +$16M +230,025 +357%
7 8
9
10 11