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
+$251M
3
Harris Associates
Harris Associates
Illinois
+$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$226M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$211M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$794M
2
Capital World Investors
Capital World Investors
California
-$401M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
4
Wells Fargo
Wells Fargo
California
-$293M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$5.57M -$205K -2,634 -4%
DMIC
402
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.52M +$158K +2,034 +3%
PP
403
Paloma Partners
Connecticut
$5.49M +$2.59M +33,286 +89%
QI
404
QS Investors
New York
$5.46M -$5.68M -73,068 -51%
CAM
405
Carret Asset Management
New York
$5.45M +$35.6K +458 +0.7%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$5.44M -$3.05M -39,257 -36%
OMC
407
Overbrook Management Corp
New York
$5.4M -$147K -1,895 -3%
NCM
408
Novare Capital Management
North Carolina
$5.39M +$166K +2,142 +3%
Rafferty Asset Management
409
Rafferty Asset Management
New York
$5.39M +$575K +7,401 +12%
DekaBank Deutsche Girozentrale
410
DekaBank Deutsche Girozentrale
Germany
$5.36M -$865K -11,068 -14%
SC
411
Scotia Capital
Ontario, Canada
$5.34M +$35.7K +460 +0.7%
CAM
412
Cubic Asset Management
Massachusetts
$5.33M -$189K -2,435 -3%
DY
413
Dowling & Yahnke
California
$5.31M -$74.4K -957 -1%
AC
414
Addenda Capital
Quebec, Canada
$5.25M -$14.1K -181 -0.3%
CCFCSB
415
Cape Cod Five Cents Savings Bank
Massachusetts
$5.23M +$505K +6,500 +11%
PCI
416
Pacifica Capital Investments
Texas
$5.17M – – –
CTA
417
Chesley Taft & Associates
Illinois
$5.16M +$221K +2,841 +4%
GA
418
GFS Advisors
Texas
$5.12M -$19.4K -250 -0.4%
VFA
419
Virtus Fund Advisers
Connecticut
$5.08M +$78.7K +1,012 +2%
DC
420
Deere & Company
Illinois
$5.07M -$70K -900 -1%
AMI
421
Amica Mutual Insurance
Rhode Island
$5.06M – – –
APFBOT
422
Amica Pension Fund Board of Trustees
Rhode Island
$5.02M +$1.39M +17,949 +38%
TAF
423
Tredje AP-fonden
Sweden
$5.01M +$5.01M +64,183 New
OCM
424
Oakwood Capital Management
California
$5M +$257K +3,311 +5%
CAM
425
Capstone Asset Management
Texas
$5M +$211K +2,720 +4%
15 16
17
18 19