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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 %
CNBT
726
Canandaigua National Bank & Trust
New York
$1.35M +$263K +3,387 +24%
SAM
727
Selway Asset Management
$1.35M – – –
CAN
728
Cetera Advisor Networks
California
$1.34M – – –
CCM
729
Condor Capital Management
New Jersey
$1.33M +$39K +502 +3%
HAM
730
Highstreet Asset Management
Ontario, Canada
$1.33M – – –
BOS
731
Bank of Stockton
California
$1.33M -$135K -1,732 -9%
BFIM
732
Beese Fulmer Investment Management
Ohio
$1.32M – – –
ST
733
Somerset Trust
Pennsylvania
$1.32M +$471K +6,064 +56%
CAG
734
Crestwood Advisors Group
Massachusetts
$1.32M +$713K +9,170 +118%
FDCC
735
Foster Dykema Cabot & Co
Massachusetts
$1.31M -$742K -9,540 -36%
SCM
736
SOL Capital Management
Maryland
$1.3M +$6.53K +84 +0.5%
MMM
737
Mendel Money Management
Illinois
$1.29M -$1.33M -17,065 -51%
KS
738
Karpas Strategies
Connecticut
$1.29M – – –
WFG
739
Windsor Financial Group
Minnesota
$1.29M – – –
LC
740
Lincoln Capital
Nebraska
$1.29M -$35.8K -460 -3%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$1.28M -$516K -6,643 -29%
AIP
742
Ameritas Investment Partners
Nebraska
$1.28M -$78 -1 -0%
III
743
Independent Investors Inc
New York
$1.28M – – –
MA
744
Marshwinds Advisory
Georgia
$1.28M -$18.7K -241 -1%
AP
745
Advisor Partners
California
$1.28M +$232K +2,982 +22%
MVA
746
Mount Vernon Associates
Maryland
$1.26M +$3.89K +50 +0.3%
BVDMP
747
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.26M – – –
TCOT
748
Trust Company of Toledo
Ohio
$1.25M -$54.8K -705 -4%
TWM
749
Torch Wealth Management
Ohio
$1.24M +$1.24M +15,980 New
IPC
750
Independent Portfolio Consultants
Florida
$1.24M +$256K +3,288 +26%
28 29
30
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