AXP icon

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 %
HCM
876
Horan Capital Management
Maryland
$703K +$560K +7,211 +393%
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$699K -$44.1K -568 -6%
MTIM
878
Marathon Trading Investment Management
Pennsylvania
$699K -$38.8K -500 -5%
PGCM
879
Prescott Group Capital Management
Oklahoma
$699K – – –
PAM
880
Palisade Asset Management
Minnesota
$695K – – –
LCM
881
Landscape Capital Management
New Jersey
$692K +$692K +8,900 New
FBC
882
Fairfield, Bush & Co
Connecticut
$684K -$87.4K -1,125 -11%
LDB
883
Lee, Danner & Bass
Tennessee
$682K -$35.7K -460 -5%
HT
884
HighTower Trust
Texas
$677K +$225K +2,896 +50%
BC
885
Banced Corp
Illinois
$674K +$44.9K +577 +7%
BIC
886
Beach Investment Counsel
Pennsylvania
$669K – – –
MFS
887
MSI Financial Services
Massachusetts
$669K +$73.3K +943 +12%
AP
888
Atwood & Palmer
Missouri
$667K – – –
WT
889
Washington Trust
Rhode Island
$665K -$7.39K -95 -1%
IHL
890
Investment House LLC
California
$664K +$7.77K +100 +1%
LH
891
Lebenthal Holdings
New York
$662K +$61.1K +789 +10%
CTI
892
Community Trust & Investment
Kentucky
$661K – – –
FIM
893
Freedom Investment Management
Connecticut
$659K +$112K +1,436 +20%
MAM
894
Mizuho Asset Management
Japan
$658K +$162K +2,085 +33%
HJA
895
Hugh Johnson Advisors
New York
$652K -$4.03M -51,894 -86%
GWCM
896
Godshalk Welsh Capital Management
Pennsylvania
$649K -$46.7K -600 -7%
GIP
897
Granite Investment Partners
California
$645K -$155K -2,000 -19%
MMPW
898
Mitchell McLeod Pugh & Williams
Alabama
$642K -$11.6K -150 -2%
BMC
899
Benin Management Corp
Connecticut
$641K +$1.95K +25 +0.3%
DVM
900
Dreman Value Management
Florida
$636K +$77.1K +992 +14%
34 35
36
37 38