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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
+$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 %
SIRP
451
Shelter Insurance Retirement Plan
Missouri
$4.52M – – –
V
452
Veritable
Delaware
$4.5M -$2.31M -29,772 -34%
IMOV
453
Investment Management of Virginia
Virginia
$4.5M -$137K -1,757 -3%
GG
454
Greenwood Gearhart
Arkansas
$4.5M -$64.5K -830 -1%
FCT
455
Family Capital Trust
Massachusetts
$4.46M +$934K +12,023 +26%
VRS
456
Virginia Retirement Systems
Virginia
$4.46M -$674K -8,675 -13%
BCMNY
457
Buckingham Capital Management (New York)
New York
$4.4M -$11.3K -146 -0.3%
Creative Planning
458
Creative Planning
Kansas
$4.35M +$316K +4,071 +8%
SWM
459
SVA Wealth Management
Wisconsin
$4.3M +$519K +6,677 +14%
NFGCM
460
Norman Fields Gottscho Capital Management
New York
$4.27M – – –
LTFS
461
Ladenburg Thalmann Financial Services
Florida
$4.21M +$114K +1,468 +3%
SWITC
462
Stewart West Indies Trading Company
Colorado
$4.18M – – –
SIG
463
Sky Investment Group
Connecticut
$4.18M +$71.5K +920 +2%
B
464
BP
United Kingdom
$4.12M -$5.98M -77,000 -59%
CCM
465
Covington Capital Management
California
$4.04M -$3.11M -40,016 -43%
CRCM
466
Crystal Rock Capital Management
Illinois
$4M +$4M +51,400 New
CC
467
Colrain Capital
Massachusetts
$3.99M -$4.11M -52,900 -51%
PAI
468
Pittenger & Anderson Inc
Nebraska
$3.97M +$87.4K +1,125 +2%
TH
469
Timber Hill
Connecticut
$3.97M -$2.78M -35,739 -41%
PC
470
Polar Capital
United Kingdom
$3.97M +$3.62M +46,548 +1,038%
AI
471
Ariel Investments
Illinois
$3.92M +$2.33M +30,021 +147%
NSEDCP
472
NJ State Employees Deferred Compensation Plan
New Jersey
$3.89M – – –
EMR
473
Errol M. Rudman
$3.89M – – –
AIA
474
Alerus Investment Advisors
Minnesota
$3.88M +$1.41K +18 +0%
AA
475
AlphaMark Advisors
Kentucky
$3.85M +$90.2K +1,161 +2%
17 18
19
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