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 %
PAMG
926
Patton Albertson Miller Group
Tennessee
$570K -$19.7K -253 -3%
DWM
927
Destination Wealth Management
California
$570K +$570K +7,333 New
RIM
928
Regent Investment Management
Kentucky
$568K -$4.27K -55 -0.7%
ICAS
929
Investors Capital Advisory Services
Massachusetts
$568K +$62.3K +804 +12%
SCM
930
Stellar Capital Management
Arizona
$554K – – –
IOOF
931
Independent Order of Foresters
Ontario, Canada
$554K +$266K +3,425 +93%
JPTCCM
932
J.P. Turner & Co Capital Management
Georgia
$553K +$328K +4,111 +145%
GCP
933
GSA Capital Partners
United Kingdom
$550K -$3.73M -48,045 -87%
QCG
934
Quadrant Capital Group
Ohio
$550K +$550K +7,187 New
AA
935
ALPS Advisors
Colorado
$548K +$9.09K +117 +2%
SCA
936
Sippican Capital Advisors
Massachusetts
$544K – – –
DW
937
Domani Wealth
Pennsylvania
$544K +$501K +6,453 +1,180%
SYBT
938
Stock Yards Bank & Trust
Kentucky
$540K +$58.7K +755 +12%
BAM
939
Boyar Asset Management
New York
$538K – – –
SIC
940
Sigma Investment Counselors
Michigan
$531K -$2.09M -26,848 -80%
NIMI
941
Natixis Investment Managers International
France
$531K +$16.6K +213 +3%
SGA
942
Strategic Global Advisors
California
$527K – – –
SPC
943
Sigma Planning Corp
Michigan
$524K +$26.4K +339 +5%
CCM
944
Compton Capital Management
Rhode Island
$524K +$38.9K +500 +8%
KB
945
Kimelman & Baird
New York
$521K +$13.5K +174 +3%
CIA
946
Capital Investment Advisors
Georgia
$515K – – –
Verition Fund Management
947
Verition Fund Management
Connecticut
$507K +$229K +2,949 +82%
CCC
948
Chelsea Counsel Company
California
$502K -$66.5K -856 -12%
SCI
949
S&CO Inc
Massachusetts
$501K – – –
SC
950
Savant Capital
Illinois
$500K -$5.13K -66 -1%
36 37
38
39 40