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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 %
ARMT
851
Amica Retiree Medical Trust
Rhode Island
$791K +$260K +3,348 +49%
FBB
852
Fulton Breakefield Broenniman
Maryland
$779K -$122K -1,575 -14%
FCBT
853
First Citizens Bank & Trust
North Carolina
$779K +$132K +1,698 +20%
SOAMC
854
Spirit of America Management Corp
New York
$777K – – –
BAM
855
Burnham Asset Management
New York
$776K – – –
CBU
856
CIBC Bank USA
Illinois
$767K +$4.89K +63 +0.6%
WTB
857
Washington Trust Bank
Washington
$764K +$80.6K +1,037 +12%
CCT
858
Chemung Canal Trust
New York
$763K -$594K -7,647 -44%
TC
859
Taylor Cottrill
New Hampshire
$757K -$19.7K -254 -3%
FAAS
860
First Allied Advisory Services
California
$755K +$31.6K +409 +4%
GVT
861
Genesee Valley Trust
New York
$750K +$463K +5,960 +161%
GC
862
Grimes & Company
Massachusetts
$743K -$6.22K -80 -0.8%
VFS
863
VSR Financial Services
Kansas
$736K -$9.55K -123 -1%
CWA
864
Cypress Wealth Advisors
California
$729K +$729K +9,371 New
PFBT
865
Parkside Financial Bank & Trust
Missouri
$728K +$7.22K +93 +1%
FCI
866
Financial Counselors Inc
Kansas
$727K -$60.7K -781 -8%
SI
867
SII Investments
Wisconsin
$724K -$139K -1,766 -16%
PIM
868
Penobscot Investment Management
Massachusetts
$724K – – –
WSC
869
Wellington Shields & Co
New York
$715K -$38.9K -500 -5%
HTI
870
Hikari Tsushin Inc
Japan
$715K – – –
FBT
871
First Bankers Trust
Kentucky
$709K +$58.3K +750 +9%
BFEC
872
Benjamin F. Edwards & Company
Missouri
$709K +$478K +6,150 +207%
NCM
873
Nelson Capital Management
California
$704K -$210K -2,700 -23%
HC
874
Hourglass Capital
Texas
$704K -$91.7K -1,180 -12%
RBC
875
Ronald Blue & Co
Georgia
$703K +$74.8K +962 +12%
33 34
35
36 37