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 %
DL
426
Delta Lloyd
Netherlands
$5M +$1.83M +23,587 +58%
VFAM
427
Valley Forge Asset Management
Pennsylvania
$4.96M -$8.18M -105,239 -62%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$4.95M +$38.9K +500 +0.8%
AIC
429
Argus Investors Counsel
New York
$4.94M +$117K +1,500 +2%
SMI
430
Shelter Mutual Insurance
Missouri
$4.92M – – –
BAC
431
Boys Arnold & Co
North Carolina
$4.9M -$241K -3,105 -5%
BFA
432
Bragg Financial Advisors
North Carolina
$4.89M +$119K +1,535 +2%
RSVP
433
Ramsay Stattman Vela & Price
Colorado
$4.87M +$88.2K +1,135 +2%
HL
434
HeadInvest LLC
Maine
$4.83M -$397K -5,111 -8%
AAM
435
Advisors Asset Management
Colorado
$4.78M -$67.3K -866 -1%
BSPF
436
British Steel Pension Fund
United Kingdom
$4.71M – – –
SEI Investments
437
SEI Investments
Pennsylvania
$4.7M -$1.51M -19,400 -24%
BCM
438
Buckhead Capital Management
Georgia
$4.7M -$389K -5,000 -8%
CSIC
439
Clifford Swan Investment Counsel
California
$4.67M -$647K -8,320 -12%
CG
440
Clinton Group
New York
$4.67M +$4.67M +60,093 New
1SB
441
1ST Source Bank
Indiana
$4.63M -$129K -1,656 -3%
CIP
442
Chartwell Investment Partners
Pennsylvania
$4.61M +$1.45M +18,630 +46%
DBT
443
Dubuque Bank & Trust
Iowa
$4.61M +$35.4K +456 +0.8%
TG
444
TCW Group
California
$4.59M -$14.6M -187,900 -76%
BF
445
BOK Financial
Oklahoma
$4.59M +$268K +3,446 +6%
KRS
446
Kentucky Retirement Systems
Kentucky
$4.58M -$3.96K -51 -0.1%
Bessemer Group
447
Bessemer Group
New Jersey
$4.56M -$294K -3,780 -6%
LIC
448
Lodestar Investment Counsel
Illinois
$4.56M -$879K -11,309 -16%
PWP
449
Private Wealth Partners
California
$4.55M – – –
Simplex Trading
450
Simplex Trading
Illinois
$4.55M +$3.16M +40,704 +229%
16 17
18
19 20