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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 %
Jones Financial Companies
751
Jones Financial Companies
Missouri
$1.24M -$74.3K -956 -6%
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$1.23M +$16.6K +214 +1%
PAM
753
PartnerRe Asset Management
Connecticut
$1.23M -$217K -2,790 -15%
DPIM
754
Duff & Phelps Investment Management
Illinois
$1.23M – – –
Bank of Nova Scotia
755
Bank of Nova Scotia
Ontario, Canada
$1.22M +$48.1K +619 +4%
MP
756
Manifold Partners
California
$1.22M -$233K -3,000 -16%
NERM
757
New England Research & Management
Illinois
$1.22M +$321K +4,125 +36%
OFS
758
Orrstown Financial Services
Pennsylvania
$1.21M +$39.3K +506 +3%
MCM
759
McMillion Capital Management
North Carolina
$1.21M -$2.12M -27,326 -64%
PAM
760
Private Asset Management
California
$1.21M – – –
IWM
761
Integrated Wealth Management
California
$1.21M +$3.81K +49 +0.3%
BC
762
Barnett & Company
Tennessee
$1.21M -$7.77K -100 -0.6%
CIBC World Market
763
CIBC World Market
Ontario, Canada
$1.19M +$1.19M +15,334 New
CIM
764
CIM Investment Management
Pennsylvania
$1.19M – – –
RJFSA
765
Raymond James Financial Services Advisors
Florida
$1.19M -$992K -12,757 -46%
EGM
766
Engineers Gate Manager
New York
$1.18M -$1.03M -13,267 -47%
PH
767
Pinnacle Holdings
Oklahoma
$1.17M -$31.5K -405 -3%
SACTSONJ
768
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M – – –
TBNY
769
Trustco Bank (New York)
New York
$1.17M -$42.8K -550 -4%
PI
770
Pettee Investors
Connecticut
$1.17M – – –
RC
771
RBF Capital
California
$1.17M – – –
BFC
772
Blue Fin Capital
Rhode Island
$1.16M -$8.01K -103 -0.7%
CAM
773
Columbia Asset Management
Michigan
$1.16M -$31.1K -400 -3%
FHC
774
First Houston Capital
Texas
$1.15M – – –
GIA
775
GHP Investment Advisors
Colorado
$1.13M +$3.57K +47 +0.3%
29 30
31
32 33