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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 %
CDH
801
Charles D. Hyman
$1.03M -$27.6K -355 -3%
ANRIA
802
American National Registered Investment Advisor
Texas
$1.02M – – –
BCA
803
Bray Capital Advisors
Florida
$1.01M -$30.3K -390 -3%
CNC
804
Citizens & Northern Corp
Pennsylvania
$1.01M +$14.8K +190 +1%
CS
805
Cannell & Spears
New York
$999K +$515K +6,625 +106%
EFS
806
Essex Financial Services
Connecticut
$996K -$114K -1,472 -10%
DBIA
807
Dumont & Blake Investment Advisors
New Jersey
$987K -$582K -7,492 -37%
SIG
808
Schooner Investment Group
Pennsylvania
$980K -$392K -5,000 -29%
CT
809
Cambridge Trust
Massachusetts
$977K +$37.7K +485 +4%
HCM
810
Hilton Capital Management
New York
$972K – – –
FMB
811
Field & Main Bank
Kentucky
$972K +$5.83K +75 +0.6%
DMC
812
Drexel Morgan & Co
Pennsylvania
$966K -$61.2K -788 -6%
AIC
813
Ayalon Insurance Company
Israel
$965K – – –
EHC
814
Everett Harris & Co
California
$965K +$7.23K +93 +0.8%
LKIM
815
Lawson Kroeker Investment Management
Nebraska
$965K +$235K +3,030 +32%
RG
816
Rathbones Group
United Kingdom
$956K +$19.4K +250 +2%
BBI
817
Baxter Bros Inc
Connecticut
$946K +$24.3K +312 +3%
ACP
818
Aviance Capital Partners
Florida
$945K – – –
SJIM
819
St. Johns Investment Management
Florida
$934K +$45.5K +585 +5%
TCOTO
820
Trust Company of the Ozarks
Missouri
$933K -$4.27K -55 -0.5%
GCA
821
Guardian Capital Advisors
Ontario, Canada
$919K +$67.4K +835 +8%
FMBTD
822
First Midwest Bank Trust Division
Illinois
$916K -$151K -1,949 -14%
SCA
823
Salient Capital Advisors
Texas
$915K +$915K +11,770 New
NP
824
NorthRock Partners
Minnesota
$911K -$52K -669 -5%
NFG
825
Next Financial Group
Texas
$904K -$42.8K -551 -5%
31 32
33
34 35