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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
1
ValueAct Holdings
California
$863M
2
Ameriprise
2
Ameriprise
Minnesota
$658M
3
Harris Associates
3
Harris Associates
Illinois
$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.73B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
2
Capital World Investors
California
$3.33B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
4
Wells Fargo
California
$301M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$123M -$7.19M -92,475 -6%
Allianz Asset Management
77
Allianz Asset Management
Germany
$122M -$9.98M -128,452 -8%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$121M +$2.73M +35,165 +2%
HCM
79
Herndon Capital Management
Georgia
$121M +$120M +1,544,017 +12,676%
PPA
80
Parametric Portfolio Associates
Washington
$119M +$3.44M +44,278 +3%
AAM
81
Aberdeen Asset Management
United Kingdom
$115M -$2.28M -29,395 -2%
CS
82
Credit Suisse
Switzerland
$115M -$69.7M -896,428 -38%
CI
83
Cambiar Investors
Colorado
$114M -$5.23M -67,336 -4%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$113M +$730K +9,388 +0.6%
TA
85
Teachers Advisors
New York
$110M +$23M +296,327 +26%
First Manhattan
86
First Manhattan
New York
$110M -$918K -11,814 -0.8%
IC
87
Institutional Capital
Illinois
$110M +$110M +1,413,768 New
RCG
88
Ruane, Cunniff & Goldfarb
New York
$108M -$191K -2,463 -0.2%
Axa
89
Axa
France
$107M +$21.7M +278,953 +25%
JHC
90
JFB Holdings Corp
Georgia
$105M +$1.36M +17,524 +1%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$105M +$2.41M +31,000 +2%
TCI Fund Management
92
TCI Fund Management
United Kingdom
$105M +$105M +1,346,069 New
MTB
93
Mizuho Trust & Banking
Japan
$103M +$1.9M +24,443 +2%
Principal Financial Group
94
Principal Financial Group
Iowa
$103M +$5.65M +72,693 +6%
EIP
95
Epoch Investment Partners
New York
$102M -$6.03M -77,567 -6%
USAA
96
United Services Automobile Association
Texas
$99.3M -$1.41M -18,128 -1%
Citigroup
97
Citigroup
New York
$97.9M -$3.6M -46,307 -4%
JWBC
98
John W. Bristol & Co
New York
$95.9M -$8.19M -105,322 -8%
T
99
Thomaspartners
Massachusetts
$95.3M +$3.77M +48,513 +4%
SOMRS
100
State of Michigan Retirement System
Michigan
$94.1M +$67.8M +872,700 +258%
2 3
4
5 6