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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 %
JWM
901
Jacobus Wealth Management
Wisconsin
$633K -$100K -1,293 -14%
TFF
902
Timothy F. Fidgeon
$631K -$54.5K -702 -8%
QSS
903
Quantitative Systematic Strategies
Florida
$630K +$214K +2,751 +51%
AAM
904
Auxier Asset Management
Oregon
$627K – – –
IIM
905
Ipswich Investment Management
Massachusetts
$623K -$38.8K -500 -6%
FPCG
906
Fort Pitt Capital Group
Pennsylvania
$622K +$78 +1 +0%
FM
907
Forward Management
California
$620K -$535K -6,884 -46%
CIC
908
Cornercap Investment Counsel
Georgia
$620K – – –
RWA
909
Ropes Wealth Advisors
Massachusetts
$620K – – –
FDS
910
First Dallas Securities
Texas
$619K +$246K +3,165 +66%
WPP
911
Whalerock Point Partners
Rhode Island
$618K +$82.3K +1,060 +15%
CB
912
Community Bank
New York
$617K +$545K +7,005 +757%
LIM
913
Leavell Investment Management
Alabama
$616K -$101K -1,300 -14%
ABC
914
Associated Banc-Corp
Wisconsin
$616K -$69.3K -890 -10%
IAMOG
915
Investors Asset Management of Georgia
Georgia
$616K – – –
RCAG
916
Rehmann Capital Advisory Group
Michigan
$614K +$114K +1,474 +23%
GF
917
Gerstein Fisher
New York
$606K -$454K -5,835 -43%
RWA
918
River Wealth Advisors
Pennsylvania
$599K -$3.03K -39 -0.5%
WS
919
Wedbush Securities
California
$595K -$163K -2,093 -21%
NPC
920
National Planning Corporation
California
$594K -$107K -1,314 -15%
SGAM
921
Steinberg Global Asset Management
Florida
$594K +$34.2K +440 +6%
CPA
922
Capital Planning Advisors
California
$589K +$280K +3,600 +90%
MHIC
923
Marble Harbor Investment Counsel
Massachusetts
$583K – – –
MFW
924
Meristem Family Wealth
Minnesota
$578K +$42.6K +549 +8%
CCA
925
Checchi Capital Advisers
California
$571K -$42K -541 -7%
35 36
37
38 39