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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 %
NIT
326
NumerixS Investment Technologies
British Columbia, Canada
$9.86M +$3.58M +46,044 +57%
HCMNY
327
Howard Capital Management (New York)
New York
$9.83M -$746K -9,598 -7%
BUB
328
BBVA USA Bancshares
Texas
$9.67M -$78.8K -1,014 -0.8%
CA
329
Cullinan Associates
Kentucky
$9.64M +$175K +2,250 +2%
TIP
330
Torray Investment Partners
Maryland
$9.58M +$9.2M +118,366 +2,439%
PP
331
Patten & Patten
Tennessee
$9.57M +$1.12M +14,355 +13%
GIA
332
Granite Investment Advisors
New Hampshire
$9.57M +$2.58M +33,242 +37%
GH
333
GAM Holding
Switzerland
$9.45M -$306K -3,941 -3%
OPCM
334
Osborne Partners Capital Management
California
$9.36M +$45.7K +588 +0.5%
MIS
335
Morningstar Investment Services
Illinois
$9.31M +$4.25M +54,688 +84%
EIA
336
Edgemoor Investment Advisors
Maryland
$9.28M +$454K +5,845 +5%
QAM
337
QCI Asset Management
New York
$9.24M +$9.2M +118,321 +23,759%
TAM
338
Trillium Asset Management
Massachusetts
$9M -$333K -4,290 -4%
GL
339
Globe Life
Texas
$8.86M – – –
PA
340
Pinnacle Associates
New York
$8.85M -$996K -12,820 -10%
HA
341
Hays Advisory
Tennessee
$8.83M -$723K -9,307 -8%
MSA
342
Mason Street Advisors
Wisconsin
$8.74M -$30.4K -391 -0.3%
BFM
343
Boston Financial Management
Massachusetts
$8.56M -$1.25M -16,042 -13%
SIM
344
Sentry Investment Management
Wisconsin
$8.48M +$1.24M +15,974 +17%
LI
345
LMCG Investments
Massachusetts
$8.47M -$123K -1,582 -1%
NEI
346
Northwest & Ethical Investments
Ontario, Canada
$8.45M +$5.31M +68,280 +169%
AQR Capital Management
347
AQR Capital Management
Connecticut
$8.45M -$5.8M -74,586 -41%
UAM
348
UAS Asset Management
New York
$8.42M +$1.58M +20,335 +23%
EWM
349
Edge Wealth Management
New York
$8.4M +$7.02M +90,024 +512%
V
350
ValueWorks
New York
$8.31M +$502K +6,456 +6%
12 13
14
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