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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 %
BBHC
526
Brown Brothers Harriman & Co
New York
$3.03M -$39.3K -505 -1%
LMGAM
527
Liberty Mutual Group Asset Management
Massachusetts
$3.02M -$1.31M -16,854 -30%
PFP
528
Pinnacle Financial Partners
Tennessee
$3M +$186K +2,399 +7%
CIA
529
Choate Investment Advisors
Massachusetts
$3M -$1.17K -15 -0%
RA
530
RiverPark Advisors
New York
$2.96M – – –
NPIT
531
National Penn Investors Trust
Pennsylvania
$2.95M +$2.75M +35,358 +1,372%
SCM
532
Sterneck Capital Management
Missouri
$2.95M +$222K +2,853 +8%
VC
533
Vestor Capital
Illinois
$2.94M -$24.5K -315 -0.8%
PSUF
534
People's United Financial
Connecticut
$2.93M -$167K -2,146 -5%
JIC
535
Johnson Investment Counsel
Ohio
$2.93M +$4.74K +61 +0.2%
IAA
536
Ironsides Asset Advisors
North Carolina
$2.92M +$47.6K +613 +2%
SI
537
Stephens Inc
Arkansas
$2.91M -$89K -1,145 -3%
FNFDCM
538
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.91M -$40K -515 -1%
ECM
539
Evergreen Capital Management
Washington
$2.89M +$126K +1,615 +5%
DADC
540
D.A. Davidson & Co
Montana
$2.88M -$299K -3,854 -9%
HAI
541
Hennessy Advisors Inc
California
$2.88M -$233K -3,000 -8%
RW
542
Rand Wealth
Maryland
$2.88M +$21.5K +276 +0.8%
MSU
543
Maple Securities USA
New Jersey
$2.86M -$4.15M -53,424 -59%
CIM
544
Calvert Investment Management
Maryland
$2.84M -$331K -4,263 -10%
PC
545
Pecaut & Co
Iowa
$2.81M -$319K -4,100 -10%
HCM
546
Hodges Capital Management
Texas
$2.79M +$472K +6,077 +20%
Cambridge Investment Research Advisors
547
Cambridge Investment Research Advisors
Iowa
$2.79M +$591K +7,600 +27%
PWM
548
Perigon Wealth Management
California
$2.77M -$41.6K -535 -1%
CT
549
Chicago Trust
Illinois
$2.77M +$150K +1,924 +6%
RRAM
550
River Road Asset Management
Kentucky
$2.77M -$2.67M -34,343 -49%
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