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American Express
AXP

Overview Fund Activity

1,291 hedge funds and large institutions have $63.3B invested in American Express in 2015 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 512 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-24
Holders Change %
-1.83%
% of All Funds
34.82%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
1.16%
New
92
Increased
473
Reduced
512
Closed
101
Calls
$790M
Puts
$1.26B
Net Calls
-$470M
Net Calls Change
-$20.9M

Top Buyers

1
VH
ValueAct Holdings
California
$863M
2
Ameriprise
Ameriprise
Minnesota
$658M
3
Harris Associates
Harris Associates
Illinois
$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
Capital World Investors
California
$3.33B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
Wells Fargo
California
$301M
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
226
Endeavour Capital Advisors
Connecticut
$25.8M – – –
Tudor Investment Corp
227
Tudor Investment Corp
Connecticut
$25.7M +$21.1M +271,875 +461%
TU
228
TDAM USA
Ontario, Canada
$25.7M -$2.3M -29,632 -8%
TRSOTSOK
229
Teachers Retirement System of the State of Kentucky
Kentucky
$25.6M +$1.15M +14,800 +5%
TAM
230
Tocqueville Asset Management
New York
$25.5M +$3.95M +50,805 +18%
CM
231
CS McKee
Pennsylvania
$25.4M -$1.88M -24,180 -7%
CS
232
Candriam SCA
Luxembourg
$25.3M -$5.5M -70,746 -18%
TPSF
233
Texas Permanent School Fund
Texas
$24.7M -$784K -10,088 -3%
AG
234
Aperio Group
California
$24.1M +$2M +25,795 +9%
HC
235
Hosking & Co
Ireland
$23.6M -$1.77M -22,805 -7%
Public Sector Pension Investment Board (PSP Investments)
236
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.3M -$303K -3,900 -1%
Select Equity Group
237
Select Equity Group
New York
$23M +$23M +295,802 New
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$22.6M -$5.85M -75,289 -21%
UCFA
239
United Capital Financial Advisors
Texas
$21.9M +$9.98M +128,365 +83%
AR
240
Advisory Research
Illinois
$21.5M +$3.13M +40,243 +17%
Arrowstreet Capital
241
Arrowstreet Capital
Massachusetts
$21.5M +$4.73M +60,900 +28%
Natixis Advisors
242
Natixis Advisors
Massachusetts
$21.4M +$6.03M +77,558 +39%
CB
243
Commerce Bank
Missouri
$21.3M -$12.3M -158,467 -37%
FQ
244
First Quadrant
California
$21.2M -$7.77K -100 -0%
ACM
245
Aquamarine Capital Management
New York
$21.2M – – –
FFA
246
First Foundation Advisors
California
$21M +$421K +5,417 +2%
TBC
247
Tweedy, Browne Co
Connecticut
$20.8M -$54.3K -699 -0.3%
GIBU
248
Gulf International Bank (UK)
United Kingdom
$20.7M -$298K -3,840 -1%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$20.7M -$4.69M -60,345 -18%
HIMC
250
Heritage Investors Management Corp
Maryland
$20.3M +$944K +12,144 +5%
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