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 %
WB
951
WesBanco Bank
West Virginia
$492K -$45.2K -581 -8%
TSW
952
Thompson Siegel & Walmsley
Virginia
$490K +$96.4K +1,240 +24%
BTNA
953
Bremer Trust National Association
Minnesota
$489K -$22.3K -287 -4%
SCP
954
Sandhill Capital Partners
New York
$487K -$230K -2,953 -32%
YL
955
YCG LLC
Texas
$486K -$253K -3,250 -34%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$486K -$3.88K -50 -0.8%
MA
957
Montag & Associates
Georgia
$483K – – –
TC
958
TradeLink Capital
Illinois
$480K +$480K +6,177 New
SEC
959
Seven Eight Capital
New York
$479K +$479K +6,161 New
NAMA
960
Nikko Asset Management Americas
New York
$475K – – –
RA
961
RFG Advisory
Alabama
$474K +$474K +6,101 New
ANB
962
Amarillo National Bank
Texas
$468K +$45.1K +580 +11%
NAM
963
Nichols Asset Management
Massachusetts
$467K – – –
JAFL
964
Jay A. Fishman Ltd
Michigan
$466K +$46.6K +600 +11%
MHIM
965
MacNealy Hoover Investment Management
Ohio
$466K – – –
HHGA
966
Halbert Hargrove Global Advisors
California
$462K -$38.5K -496 -8%
YP
967
Yellowstone Partners
Idaho
$461K -$1.4K -18 -0.3%
PAIA
968
Park Avenue Institutional Advisers
New York
$459K +$459K +5,911 New
SHA
969
Smith Hayes Advisers
Nebraska
$452K -$40.7K -524 -8%
HFM
970
Hartford Financial Management
Connecticut
$451K -$15.5K -200 -3%
ST
971
Semper Trust
Pennsylvania
$449K -$101K -1,300 -18%
KFS
972
Kurt F. Somerville
$448K – – –
CCA
973
Catalyst Capital Advisors
New York
$447K +$58.3K +750 +15%
WCM
974
Weik Capital Management
Pennsylvania
$445K +$35K +450 +9%
MF
975
Magnetar Financial
Illinois
$445K +$445K +5,720 New
37 38
39
40 41