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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 %
OAC
826
OMERS Administration Corp
Ontario, Canada
$902K -$575K -7,400 -39%
ODCM
827
Old Dominion Capital Management
Virginia
$900K +$45.3K +583 +5%
KIA
828
Kopp Investment Advisors
Minnesota
$899K +$42.7K +550 +5%
ACM
829
Azimuth Capital Management
Michigan
$896K +$249K +3,200 +38%
ICM
830
IMS Capital Management
Oregon
$895K +$895K +11,515 New
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$887K -$22.6K -291 -2%
BA
832
Birinyi Associates
Connecticut
$882K -$330K -4,250 -27%
ACI
833
Advance Capital I
Michigan
$878K +$878K +11,300 New
BSW
834
Buckingham Strategic Wealth
Missouri
$872K +$112K +1,444 +15%
AI
835
Atria Investments
North Carolina
$871K +$69K +888 +9%
FB
836
Fulton Bank
Pennsylvania
$867K -$18.2K -234 -2%
SSA
837
South Street Advisors
New York
$854K – – –
BWM
838
Bernicke Wealth Management
Wisconsin
$850K +$106K +1,364 +14%
LGC
839
Laurel Grove Capital
California
$843K -$1.2M -15,400 -59%
JIC
840
Joel Isaacson & Co
New York
$839K +$109K +1,403 +15%
BAM
841
Berkshire Asset Management
Pennsylvania
$837K -$98.5K -1,267 -11%
LRPA
842
L. Roy Papp & Associates
Arizona
$835K -$54.4K -700 -6%
FM
843
Foster & Motley
Ohio
$832K -$97K -1,248 -10%
WA
844
WBH Advisory
Maryland
$831K -$41K -528 -5%
LPT
845
Legacy Private Trust
Wisconsin
$828K -$1.34M -17,234 -62%
LOAMS
846
Lombard Odier Asset Management (Switzerland)
Switzerland
$827K -$252K -3,243 -23%
Acadian Asset Management
847
Acadian Asset Management
Massachusetts
$811K +$114K +1,465 +16%
PL
848
Perpetual Ltd
Australia
$798K – – –
RAM
849
RWC Asset Management
United Kingdom
$798K +$439K +5,651 +122%
BFG
850
Beacon Financial Group
Texas
$793K +$34.8K +447 +5%
32 33
34
35 36