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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
2
Capital World Investors
California
$3.33B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
4
Wells Fargo
California
$301M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
Evercore Wealth Management
New York
$20.3M -$196K -2,515 -1%
MIM
252
Martin Investment Management
Florida
$20M -$36.5K -469 -0.2%
Macquarie Group
253
Macquarie Group
Australia
$20M +$10.4M +133,846 +109%
M&T Bank
254
M&T Bank
New York
$19.8M -$2.68M -34,478 -12%
EA
255
Euclid Advisors
Connecticut
$19.6M +$19.6M +252,655 New
BSA
256
Braun Stacey Associates
New York
$19.5M +$7.53M +96,925 +63%
PNC
257
Park National Corp
Ohio
$19M +$217K +2,787 +1%
GAI
258
General American Investors
New York
$19M – – –
HNB
259
Huntington National Bank
Ohio
$18.8M -$634K -8,161 -3%
KeyBank National Association
260
KeyBank National Association
Ohio
$18.5M -$1.53M -19,724 -8%
D.E. Shaw & Co
261
D.E. Shaw & Co
New York
$18.4M -$84.4M -1,085,840 -82%
MA
262
MUFG Americas
New York
$18.4M -$905K -11,649 -5%
William Blair & Company
263
William Blair & Company
Illinois
$18.2M -$3.86M -49,651 -17%
VAM
264
Vontobel Asset Management
New York
$17.8M +$17.8M +229,400 New
VDI
265
Vaughan David Investments
Illinois
$17.6M +$416K +5,350 +2%
HIMCH
266
Hartford Investment Management Co (HIMCO)
Connecticut
$17.4M +$278K +3,577 +2%
PIA
267
Piedmont Investment Advisors
North Carolina
$16.5M +$15.5M +199,124 +1,475%
IRF
268
IBM Retirement Fund
New York
$16.5M -$1.21M -15,511 -7%
NAM
269
North American Management
Massachusetts
$16.1M +$2.86M +36,740 +22%
CCM
270
Chilton Capital Management
Texas
$16.1M +$10.4M +133,677 +183%
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$16M -$1.33M -17,059 -8%
WBC
272
Westpac Banking Corp
Australia
$15.7M -$7.31M -94,103 -32%
HPC
273
HM Payson & Co
Maine
$15.7M -$1.18M -15,135 -7%
PG
274
PEAK6 Group
Illinois
$15.6M +$2.36M +30,415 +18%
ABTD
275
Arvest Bank Trust Division
Oklahoma
$15.6M +$173K +2,227 +1%
9 10
11
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