AXP icon

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 %
GRQ
301
Gardner Russo & Quinn
Pennsylvania
$11.9M +$1.95M +25,094 +20%
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
$11.9M -$218K -2,800 -2%
KCP
303
KDI Capital Partners
North Carolina
$11.9M -$7.13M -91,785 -38%
WT
304
Whittier Trust
California
$11.8M +$590K +7,587 +5%
SBWIC
305
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.7M +$56.3K +725 +0.5%
FBA
306
Front Barnett Associates
Illinois
$11.7M +$393K +5,055 +3%
CS
307
Central Securities
New York
$11.7M +$8.55M +110,000 +275%
IAM
308
Integre Asset Management
New York
$11.5M -$769K -9,896 -6%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$598K +7,700 +5%
EDRH
310
Edmond de Rothschild Holding
Switzerland
$11.4M +$11.4M +147,090 New
Asset Management One
311
Asset Management One
Japan
$11.4M -$265K -3,404 -2%
LHC
312
Levy Harkins & Co
New York
$11.4M +$11.4M +146,685 New
RMA
313
Roffman Miller Associates
Pennsylvania
$11.3M +$403K +5,188 +4%
VKH
314
Virtu KCG Holdings
New York
$11.3M +$5.23M +67,289 +87%
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$11.2M +$63.2K +813 +0.6%
OC
316
Oppenheimer & Co
New York
$10.9M -$128K -1,647 -1%
DJSG
317
D.J. St. Germain
Massachusetts
$10.8M -$33.2K -427 -0.3%
CWM
318
CIBC World Markets
New York
$10.8M +$10.8M +138,328 New
GGI
319
Godsey & Gibb Inc
Virginia
$10.7M +$131K +1,688 +1%
PCA
320
Personal Capital Advisors
California
$10.5M +$1.66M +21,149 +19%
ANI
321
American National Insurance
Texas
$10.4M – – –
SW
322
SVB Wealth
Massachusetts
$10.4M +$350K +4,508 +3%
PI
323
Putnam Investments
Massachusetts
$10.4M -$1.41M -18,149 -12%
HFS
324
Haverford Financial Services
Pennsylvania
$9.94M -$440K -5,666 -4%
DILH
325
Dai-ichi Life Holdings
Japan
$9.88M -$901K -11,595 -8%
11 12
13
14 15