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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 %
TCP
701
TAMRO Capital Partners
Virginia
$1.49M -$63.8K -820 -4%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$1.48M +$15.2K +196 +1%
JC
703
Jacobs & Co
California
$1.48M +$636K +8,190 +75%
CT
704
Coastline Trust
Rhode Island
$1.48M -$57.5K -740 -4%
FNB
705
First Niagara Bank
New York
$1.46M -$87.6K -1,127 -6%
CI
706
Constellation Investments
Ohio
$1.46M +$15.5K +200 +1%
Aristotle Capital Management
707
Aristotle Capital Management
California
$1.45M -$56.4K -725 -4%
HCM
708
Howland Capital Management
Massachusetts
$1.45M -$389 -5 -0%
PIA
709
Peachtree Investment Advisors
Georgia
$1.44M +$249K +3,205 +21%
TNBTD
710
Trustmark National Bank Trust Department
Mississippi
$1.44M -$140K -1,804 -9%
ST
711
Smithfield Trust
Pennsylvania
$1.44M -$80.3K -1,033 -5%
EOJOAM
712
E. Ohman J:or Asset Management
Sweden
$1.44M -$109K -1,400 -7%
WKWM
713
Walter & Keenan Wealth Management
Indiana
$1.42M +$1.42M +18,300 New
TF
714
Tompkins Financial
New York
$1.42M +$2.88K +37 +0.2%
GIM
715
Goelzer Investment Management
Indiana
$1.41M +$1.41M +18,130 New
ISB
716
Iowa State Bank
Iowa
$1.39M – – –
BO
717
BRR OpCo
Ohio
$1.39M +$12.5K +161 +0.9%
FA
718
FDx Advisors
Illinois
$1.39M -$86.8K -1,032 -6%
JCM
719
Jag Capital Management
Missouri
$1.38M +$2.72K +35 +0.2%
ITIM
720
Indiana Trust & Investment Management
Indiana
$1.38M -$5.83K -75 -0.4%
MFIMFI
721
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.37M +$1.37M +17,644 New
TBA
722
Tower Bridge Advisors
Pennsylvania
$1.36M – – –
EB
723
Eastern Bank
Massachusetts
$1.36M -$10.6M -136,358 -89%
PFM
724
PacWest Financial Management
Arizona
$1.36M +$18.7K +240 +1%
NCCM
725
Nine Chapters Capital Management
New Jersey
$1.36M +$1.36M +17,500 New
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