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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 %
FT
601
Fiduciary Trust
Massachusetts
$2.25M +$150K +1,933 +7%
NA
602
Navellier & Associates
Nevada
$2.23M +$308K +3,968 +16%
BB
603
Busey Bank
Illinois
$2.23M -$363K -4,675 -14%
MM
604
Meridian Management
Arkansas
$2.22M +$19.4K +250 +0.9%
WIC
605
Willis Investment Counsel
Georgia
$2.22M +$2.22M +28,595 New
KRSITF
606
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.22M +$24.7K +318 +1%
FSA
607
Franklin Street Advisors
North Carolina
$2.2M -$60.6K -780 -3%
WSFS
608
Wilmington Savings Fund Society
Delaware
$2.19M +$35.7K +459 +2%
Federated Hermes
609
Federated Hermes
Pennsylvania
$2.16M -$1.09M -14,030 -34%
BCM
610
Bluefin Capital Management
New York
$2.13M +$1.57M +20,159 +276%
WIA
611
Westbourne Investment Advisors
Maryland
$2.13M +$2.13M +27,425 New
MCM
612
Murphy Capital Management
New Jersey
$2.12M -$290K -3,738 -12%
BBA
613
BLB&B Advisors
Pennsylvania
$2.12M +$60.6K +780 +3%
IIC
614
Ironwood Investment Counsel
Arizona
$2.11M -$32.5K -418 -2%
MC
615
Moors & Cabot
Massachusetts
$2.1M -$107K -1,376 -5%
KCMRT
616
Kemper Corp Master Retirement Trust
Illinois
$2.1M – – –
IAM
617
Impax Asset Management
New Hampshire
$2.08M -$11.2M -143,724 -84%
ACP
618
Ashfield Capital Partners
California
$2.05M +$14.4K +185 +0.7%
CWM
619
Concert Wealth Management
California
$2.03M -$160K -2,045 -7%
MERSOM
620
Municipal Employees' Retirement System of Michigan
Michigan
$2.03M -$17.1K -220 -0.8%
GCA
621
Gideon Capital Advisors
New York
$2.02M +$2.02M +25,961 New
P
622
Pitcairn
Pennsylvania
$2.01M -$125K -1,605 -6%
VV
623
Verity & Verity
South Carolina
$2M -$5.13K -66 -0.3%
CAM
624
Cypress Asset Management
Texas
$2M -$97.2K -1,250 -5%
AF
625
Arrow Financial
New York
$2M -$423K -5,445 -17%
23 24
25
26 27