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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 %
GLRA
576
Gerald L. Ray & Associates
Texas
$2.5M -$23.3K -300 -0.9%
WWM
577
Willingdon Wealth Management
North Carolina
$2.49M +$1.94M +24,967 +352%
SWM
578
Segment Wealth Management
Texas
$2.49M +$2.18K +28 +0.1%
RMAM
579
Raab & Moskowitz Asset Management
New Jersey
$2.48M +$535K +6,884 +28%
SCM
580
Stanley Capital Management
Texas
$2.44M +$1.03M +13,300 +73%
AFA
581
Abacus FCF Advisors
Florida
$2.43M +$352K +4,526 +17%
TC
582
Telemus Capital
Michigan
$2.43M -$29.9K -385 -1%
NEAM
583
New England Asset Management
Connecticut
$2.42M -$76.4K -983 -3%
HC
584
Hendley & Co
Ohio
$2.41M +$13.6K +175 +0.6%
ID
585
Integral Derivatives
New York
$2.41M +$307K +3,952 +15%
ECM
586
Exchange Capital Management
Michigan
$2.4M -$790K -10,166 -25%
SDIC
587
South Dakota Investment Council
South Dakota
$2.38M +$1.35M +17,380 +131%
CA
588
Callahan Advisors
Texas
$2.37M -$1.68M -21,604 -41%
SSB
589
Sandy Spring Bank
Maryland
$2.37M +$40.6K +523 +2%
WSCM
590
Wellington Shields Capital Management
New York
$2.35M -$977K -12,575 -29%
ACPU
591
Arrowgrass Capital Partners (US)
Delaware
$2.35M +$848K +10,911 +57%
PRA
592
Parametric Risk Advisors
Connecticut
$2.33M – – –
NMIFOAC
593
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.33M – – –
ATC
594
Argent Trust Company
Louisiana
$2.32M +$84.6K +1,089 +4%
AB
595
Amalgamated Bank
New York
$2.31M -$136K -1,752 -6%
Northwestern Mutual Wealth Management
596
Northwestern Mutual Wealth Management
Wisconsin
$2.29M +$123K +1,580 +6%
OA
597
Outfitter Advisors
Virginia
$2.28M -$38.9K -500 -2%
PG
598
Patten Group
Tennessee
$2.26M -$420K -5,402 -16%
BFO
599
Boston Family Office
Massachusetts
$2.26M -$83.6K -1,075 -4%
PMG
600
ProVise Management Group
Florida
$2.25M +$876K +11,275 +64%
22 23
24
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