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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 %
LCM
676
Leisure Capital Management
California
$1.65M +$9.02K +116 +0.6%
HPIA
677
Hamilton Point Investment Advisors
North Carolina
$1.65M -$9.72K -125 -0.6%
LSCM
678
LaSalle Street Capital Management
Illinois
$1.63M – – –
WOC
679
West Oak Capital
California
$1.63M -$31.9K -410 -2%
B
680
Bailard
California
$1.62M -$151K -1,941 -9%
PAG
681
Private Advisor Group
New Jersey
$1.59M +$357K +4,591 +29%
AIM
682
Acropolis Investment Management
Missouri
$1.59M +$129K +1,655 +9%
NG
683
Northstar Group
New York
$1.58M +$161K +2,075 +11%
SBWM
684
Sunflower Bank Wealth Management
Arizona
$1.57M -$3.89K -50 -0.2%
WJA
685
Williams Jones & Associates
New York
$1.56M – – –
MM
686
Midas Management
New York
$1.56M – – –
SKK
687
Shepherd Kaplan Krochuk
Massachusetts
$1.55M – – –
CA
688
Cornerstone Advisors
North Carolina
$1.55M +$155K +2,000 +11%
B
689
Barings
North Carolina
$1.55M -$723K -9,300 -32%
ECM
690
Everence Capital Management
Indiana
$1.54M – – –
HFS
691
HL Financial Services
Kentucky
$1.54M +$277K +3,561 +22%
LCS
692
Levin Capital Strategies
New York
$1.54M – – –
OMCS
693
Old Mutual Customised Solutions
South Africa
$1.54M +$109K +1,400 +8%
RB
694
Rodgers Brothers
Pennsylvania
$1.52M +$169K +2,175 +13%
LC
695
Lourd Capital
California
$1.52M +$9.33K +120 +0.6%
NGA
696
Naples Global Advisors
Florida
$1.51M +$36.1K +465 +2%
BIC
697
Bridges Investment Counsel
Nebraska
$1.5M +$513K +6,600 +52%
QI
698
Quotient Investors
New York
$1.5M – – –
Mariner
699
Mariner
Kansas
$1.5M +$847K +10,890 +130%
CAM
700
CG Asset Management
New York
$1.5M -$216K -2,775 -13%
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