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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 %
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$1.99M -$553K -5,833 -22%
Mirae Asset Global Investments
627
Mirae Asset Global Investments
South Korea
$1.98M +$351K +4,518 +22%
NCM
628
Narwhal Capital Management
Georgia
$1.98M +$75.8K +975 +4%
DWT
629
Dorsey & Whitney Trust
South Dakota
$1.95M +$378K +4,858 +24%
TWA
630
Tillar-Wenstrup Advisors
Ohio
$1.95M +$1.95M +25,097 New
PFSC
631
Peoples Financial Services Corp
Pennsylvania
$1.95M +$375K +4,828 +24%
FNT
632
First National Trust
Pennsylvania
$1.94M +$79.1K +1,018 +4%
KCM
633
Kornitzer Capital Management
Kansas
$1.94M +$476K +6,125 +32%
OCM
634
One Capital Management
California
$1.94M +$270K +3,469 +16%
GIM
635
Grassi Investment Management
California
$1.91M – – –
SC
636
Searle & Co
Connecticut
$1.9M -$7.77K -100 -0.4%
SAIG
637
Semper Augustus Investments Group
Colorado
$1.9M +$27.3K +351 +1%
IA
638
Icon Advisers
Colorado
$1.9M +$326K +4,200 +21%
BAS
639
Brown Advisory Securities
Maryland
$1.9M -$636K -8,161 -25%
LBC
640
Lowe Brockenbrough & Co
Virginia
$1.89M -$37.3K -480 -2%
LC
641
Lakeshore Capital
Alabama
$1.87M -$86.7K -1,115 -4%
HW
642
Hedeker Wealth
Illinois
$1.87M +$134K +1,720 +8%
CONA
643
Capital One National Association
New York
$1.87M +$78 +1 +0%
ISL
644
Ingalls & Snyder LLC
New York
$1.86M -$12.1K -156 -0.6%
CC
645
Courier Capital
New York
$1.85M +$1.85M +23,849 New
PIM
646
Perkins Investment Management
Illinois
$1.84M +$1.84M +23,716 New
MIM
647
Midwest Investment Management
Ohio
$1.83M -$3.11K -40 -0.2%
IB
648
Intrust Bank
Kansas
$1.83M +$273K +3,507 +18%
LIA
649
LS Investment Advisors
Michigan
$1.83M +$103K +1,319 +6%
DLCIG
650
D.L. Carlson Investment Group
New Hampshire
$1.82M +$1.82M +23,410 New
24 25
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