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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 %
ALA
776
Atherton Lane Advisers
California
$1.13M – – –
BEAM
777
Baker Ellis Asset Management
Washington
$1.12M -$15.5K -200 -1%
NG
778
NatWest Group
United Kingdom
$1.12M -$176K -2,266 -14%
FWCM
779
Ferguson Wellman Capital Management
Oregon
$1.12M +$19.4K +250 +2%
AGM
780
Alpine Global Management
New York
$1.11M +$338K +4,348 +44%
B
781
BancorpSouth
Mississippi
$1.11M – – –
ED
782
Exane Derivatives
France
$1.1M -$883K -11,359 -45%
SM
783
Stratton Management
Pennsylvania
$1.08M -$404K -5,200 -27%
FWM
784
Frontier Wealth Management
Missouri
$1.08M +$161K +2,067 +17%
TCOV
785
Trust Company of Vermont
Vermont
$1.08M +$65.2K +839 +6%
GHA
786
Garcia Hamilton & Associates
Texas
$1.08M -$166K -2,141 -13%
WP
787
WMS Partners
Maryland
$1.08M -$42.1K -542 -4%
FCFC
788
First Commonwealth Financial Corp
Pennsylvania
$1.07M -$22.2K -285 -2%
SSWM
789
Smith Salley Wealth Management
North Carolina
$1.07M – – –
TNAM
790
Terra Nova Asset Management
New York
$1.06M +$813K +10,467 +325%
FIM
791
Fruth Investment Management
Texas
$1.06M -$46.6K -600 -4%
YIA
792
YHB Investment Advisors
Connecticut
$1.06M +$25.3K +325 +2%
KCM
793
Kanawha Capital Management
Virginia
$1.05M +$11.7K +150 +1%
GJIC
794
Gamble Jones Investment Counsel
California
$1.05M -$18K -232 -2%
SCM
795
Shelton Capital Management
Colorado
$1.05M +$35.3K +454 +3%
MNBTD
796
Moody National Bank Trust Division
Texas
$1.04M – – –
MSU
797
Mizuho Securities USA
New York
$1.04M -$5.76M -74,082 -85%
TIM
798
Thompson Investment Management
Wisconsin
$1.04M – – –
LPC
799
Loeb Partners Corp
New York
$1.03M – – –
BG
800
Bollard Group
Massachusetts
$1.03M +$3.34K +43 +0.3%
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