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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 %
FG
651
Fiduciary Group
Georgia
$1.81M +$1.81M +23,248 New
BCM
652
BTR Capital Management
California
$1.81M +$192K +2,477 +12%
Jane Street
653
Jane Street
New York
$1.81M +$510K +6,567 +39%
SLI
654
Sumitomo Life Insurance
Japan
$1.8M -$1.62M -20,830 -47%
CBT
655
Central Bank & Trust
Kentucky
$1.8M -$193K -2,489 -10%
RMDI
656
R.M. Davis Inc
Maine
$1.79M -$2.56M -32,975 -59%
FCM
657
Frontier Capital Management
Massachusetts
$1.79M +$1.79M +22,999 New
QT
658
Quantbot Technologies
New York
$1.78M -$2.15M -27,728 -55%
PTC
659
Private Trust Company
Ohio
$1.77M +$188K +2,421 +12%
Thrivent Financial for Lutherans
660
Thrivent Financial for Lutherans
Minnesota
$1.77M +$91.9K +1,183 +5%
FCMC
661
Founders Capital Management (Connecticut)
Connecticut
$1.76M +$240K +3,085 +16%
BOH
662
Bank of Hawaii
Hawaii
$1.75M -$48K -618 -3%
HBT
663
Hills Bank & Trust
Iowa
$1.75M +$63.2K +813 +4%
ECM
664
Estabrook Capital Management
New York
$1.75M -$485K -6,242 -22%
AHB
665
Abner Herrman & Brock
New Jersey
$1.73M -$1.81M -23,640 -51%
DCM
666
Donaldson Capital Management
Indiana
$1.73M -$48.9K -629 -3%
EHWM
667
Eads & Heald Wealth Management
Georgia
$1.72M +$16.9K +217 +1%
BA
668
Bennicas & Associates
California
$1.72M -$15.5K -200 -0.9%
LWCFA
669
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M -$544 -7 -0%
FNBT
670
FineMark National Bank & Trust
Florida
$1.71M -$274K -3,521 -14%
CC
671
Cipher Capital
New York
$1.7M -$1.73M -22,204 -50%
OWD
672
Osborn Williams & Donohoe
Ohio
$1.7M -$197K -2,600 -10%
CCM
673
CrestPoint Capital Management
Missouri
$1.68M -$54.4K -700 -3%
GIP
674
Greatmark Investment Partners
Georgia
$1.68M +$676K +8,700 +68%
CBB
675
Citizens Business Bank
California
$1.65M +$651K +8,374 +65%
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