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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 %
WF
501
Welch & Forbes
Massachusetts
$3.4M -$105K -1,352 -3%
AAC
502
Asset Advisors Corp
Georgia
$3.4M -$1.21M -15,530 -26%
PL
503
Parthenon LLC
Kentucky
$3.36M +$3.36M +43,270 New
BCM
504
Birmingham Capital Management
Alabama
$3.35M +$54.4K +700 +2%
SFG
505
Sather Financial Group
Texas
$3.31M +$2.61M +33,610 +374%
RC
506
Roundview Capital
New Jersey
$3.31M +$6.61K +85 +0.2%
RAM
507
Roanoke Asset Management
New Jersey
$3.31M +$76.9K +990 +2%
GAG
508
GM Advisory Group
New York
$3.29M +$1.46M +18,739 +79%
NB
509
Norinchukin Bank
Japan
$3.27M -$197K -2,533 -6%
GC
510
Grace Capital
Massachusetts
$3.26M +$3.26M +42,840 New
AIM
511
Arcadia Investment Management
Michigan
$3.23M +$111K +1,423 +4%
WF
512
WealthTrust Fairport
Ohio
$3.17M -$2.25M -28,917 -42%
CP
513
Cumberland Partners
Ontario, Canada
$3.16M -$93.3K -1,200 -3%
HIC
514
Hartline Investment Corp
Illinois
$3.15M – – –
TCT
515
TIAA CREF Trust
Missouri
$3.15M -$192K -2,471 -6%
NLI
516
Nippon Life Insurance
Japan
$3.14M -$14.5K -187 -0.5%
BIM
517
Bridges Investment Management
Nebraska
$3.13M +$361K +4,645 +13%
WRM
518
Westport Resources Management
Connecticut
$3.13M -$859K -11,049 -22%
NB
519
NBT Bank
New York
$3.12M -$15.5K -200 -0.5%
SAMNY
520
Samsung Asset Management (New York)
New York
$3.11M +$3.11M +40,010 New
NRS
521
Neville Rodie & Shaw
New York
$3.09M -$239K -3,075 -7%
SCM
522
SKBA Capital Management
California
$3.07M +$280K +3,600 +10%
HA
523
Hamel Associates
New Jersey
$3.06M +$2.06M +26,500 +206%
GD
524
Grandfield & Dodd
New York
$3.05M -$368K -4,735 -11%
CI
525
Conning Inc
Connecticut
$3.05M -$33.4K -430 -1%
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